Serial 98707758

Live / Registered — Registered (as of 16 Dec 2025)

What this means for you

Registered since 16 Dec 2025. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98707758
Registration number
8070742
Mark type
Design / logo
Filed
20 Aug 2024
Published for opposition
01 Apr 2025
Registered
16 Dec 2025
Attorney of record
Camille M. Miller

Goods and services

  • Class 035 — Advertising and business services: Business assistance, advisory services and consultancy in the fields of budgeting, bookkeeping, and bill paying; tax advisory services; Financial records management; tax and taxation planning, advice, information and consultancy services; business succession planning; business acquisition and merger consultation; administration, billing and reconciliation of accounts on behalf of others; tax consultation; records management services, namely, document indexing for others in the field of estate structuring; business administration services, namely, regulatory submission management in the nature of organizing, filing, and communicating financial and investment regulatory compliance documents and reports; accounting services
  • Class 036 — Insurance and financial services: Family office services, namely, financial modeling services and coordination with financial planning providers in the nature of strategic financial advisory services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial planning and investment advisory services; financial services, namely, wealth management services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial information and advisory services; estate planning; financial administration of individual and family trusts and investment portfolios; financial consultation; financial portfolio management; bill payment services; cash management; philanthropic services, namely, providing financial grant administration for non-profit organizations, educational institutions, and other community organizations and consultation related thereto; financial trust administration relating to grant-making and tax compliance for private foundations; fiduciary and financial custodian representative services; strategic financial governance consulting and advisory services; estate planning and structuring services; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families

Owner

Prosecution history

  • 12 Feb 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 12 Feb 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 12 Feb 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 12 Feb 2026 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 12 Feb 2026 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 16 Dec 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 16 Dec 2025 — REGISTERED-PRINCIPAL REGISTER
  • 26 Nov 2025 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 26 Nov 2025 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 09 Nov 2025 — STATEMENT OF USE PROCESSING COMPLETE
  • 28 May 2025 — USE AMENDMENT FILED
  • 09 Nov 2025 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 28 May 2025 — TEAS STATEMENT OF USE RECEIVED
  • 27 May 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 01 Apr 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

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