ACCESSGRANTED

Live / Applied — Non-final action mailed (as of 29 Jan 2026)

What this means for you

Not registered yet, but its 27 Jun 2024 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98622640
Mark type
Stylized text
Filed
27 Jun 2024
Attorney of record
Randolph E. Digges, III

Goods and services

  • Class 036 — Insurance and financial services: Investment clubs; Providing information and research in the field of finance and financial investments, namely, information and research relating to alternative investments and alternative investment funds; Providing information regarding financial investment strategies that utilize alternative investment funds
  • Class 041 — Education and entertainment services: Conducting workshops and seminars in personal financial strategies both in-person and online; Educational services, namely, conducting classes, seminars, conferences, workshops, retreats, camps, and field trips in the field of personal wealth management and distribution of course material in connection therewith; Educational services, namely, providing online instruction in the field of personal finance and investment; Educational services, namely, providing online instruction in the field of personal finance and investment via an online website; Providing a website featuring non-downloadable publications in the nature of articles and brochures in the field of personal finance and investment; Providing online newsletters in the field of personal investing, finance and wealth management via e-mail; Providing online non-downloadable videos in the field of personal finance and wealth management

Owner

Prosecution history

  • 29 Jan 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 29 Jan 2026 — NON-FINAL ACTION E-MAILED
  • 29 Jan 2026 — NON-FINAL ACTION WRITTEN
  • 23 Dec 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 23 Dec 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 23 Dec 2025 — ASSIGNED TO LIE
  • 15 Dec 2025 — TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
  • 30 Nov 2025 — SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
  • 30 May 2025 — NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
  • 30 May 2025 — LETTER OF SUSPENSION E-MAILED
  • 30 May 2025 — SUSPENSION LETTER WRITTEN
  • 28 Apr 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 28 Apr 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 28 Apr 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 02 Apr 2025 — ASSIGNED TO EXAMINER

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