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Live / Registered — Registered (as of 31 Mar 2026)

What this means for you

Registered since 31 Mar 2026. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98666555
Registration number
8197821
Mark type
Stylized text
Filed
25 Jul 2024
Published for opposition
20 May 2025
Registered
31 Mar 2026
Attorney of record
Angela R. Gott

Goods and services

  • Class 036 — Insurance and financial services: Investment management; Financial services, namely, portfolio and money management for high net worth clients and institutional investors consisting of mutual funds, hedge and private funds, commodity funds and strategies, equity investments, fixed income investments, alternative investments options and asset allocation strategies; Investment advice for individuals, institutions, plans, and charitable organizations; Investment advice for mutual fund companies and other investment managers; financial management and investment advisory services; financial planning advice for individuals, namely, retirement income planning and estate planning; insurance services for individuals and institutions, namely, evaluation, placement and monitoring of policies in the fields of property and casualty policies, health policies, life insurance policies, long term care policies, disability policies and annuities

Owner

Prosecution history

  • 31 Mar 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 31 Mar 2026 — REGISTERED-PRINCIPAL REGISTER
  • 10 Mar 2026 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 10 Mar 2026 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 10 Mar 2026 — STATEMENT OF USE PROCESSING COMPLETE
  • 22 Aug 2025 — USE AMENDMENT FILED
  • 27 Feb 2026 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 22 Aug 2025 — TEAS STATEMENT OF USE RECEIVED
  • 15 Jul 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 20 May 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 20 May 2025 — PUBLISHED FOR OPPOSITION
  • 14 May 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 18 Apr 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 08 Apr 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 08 Apr 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE

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