A SINGLE POINT OF CONTACT FOR A WORLD OF FINANCIAL ADVICE

Live / Registered — Registered (as of 24 Mar 2026)

What this means for you

Registered since 24 Mar 2026. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98657176
Registration number
8189398
Mark type
Stylized text
Filed
19 Jul 2024
Published for opposition
04 Mar 2025
Registered
24 Mar 2026
Attorney of record
Carrie Webb Olson

Goods and services

  • Class 036 — Insurance and financial services: Banking services; banking services, namely, bank deposit services, money lending, and private banking; electronic banking via a global computer network; cash management; financial services, namely, wealth management services; financial trust operations; estate planning; investment management; financial planning; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes

Owner

Prosecution history

  • 24 Mar 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 24 Mar 2026 — REGISTERED-PRINCIPAL REGISTER
  • 27 Feb 2026 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 27 Feb 2026 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 09 Feb 2026 — STATEMENT OF USE PROCESSING COMPLETE
  • 05 Aug 2025 — USE AMENDMENT FILED
  • 09 Feb 2026 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 05 Aug 2025 — TEAS STATEMENT OF USE RECEIVED
  • 06 Aug 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 05 Aug 2025 — SOU EXTENSION 1 GRANTED
  • 05 Aug 2025 — SOU EXTENSION 1 FILED
  • 05 Aug 2025 — SOU TEAS EXTENSION RECEIVED
  • 29 Apr 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 04 Mar 2025 — PUBLISHED FOR OPPOSITION
  • 04 Mar 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

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