COMPOSITION

Live / Applied — Opposition pending (as of 03 Jan 2026)

What this means for you

Not registered yet, but its 06 Sept 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
98737236
Mark type
Stylized text
Filed
06 Sept 2024
Published for opposition
08 Jul 2025
Attorney of record
LAWRENCE S. FOX

Goods and services

  • Class 036 — Insurance and financial services: Financial advisory and consultancy services, namely, providing wealth management services and investment advisory services; tax planning services, estate planning services and financial planning for retirement; philanthropic planning services concerning monetary donations; insurance planning services in the field of property and casualty, life and health insurance; financial and investment services, namely, management in the fields of stocks, bonds, options, commodities, futures and other securities and investment of funds of others; financial risk management consultation; insurance consulting in the field of property and casualty, life, and health insurance

Owner

Prosecution history

  • 04 Jan 2026 — EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED
  • 03 Jan 2026 — OPPOSITION INSTITUTED NO. 999999
  • 06 Aug 2025 — EXTENSION OF TIME TO OPPOSE RECEIVED
  • 08 Jul 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 08 Jul 2025 — PUBLISHED FOR OPPOSITION
  • 02 Jul 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 06 Jun 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 23 Apr 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 22 Apr 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 22 Apr 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 19 Mar 2025 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 14 Mar 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 14 Mar 2025 — NON-FINAL ACTION E-MAILED
  • 14 Mar 2025 — NON-FINAL ACTION WRITTEN
  • 10 Mar 2025 — ASSIGNED TO EXAMINER

View this trademark record on Marksy