FI
Live / Allowed — Notice of allowance issued (as of 10 Feb 2026)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 09 Oct 2024 filing date already counts against anyone who files later.
Record
- Serial number
- 98791855
- Mark type
- Design + words
- Filed
- 09 Oct 2024
- Published for opposition
- 16 Dec 2025
- Attorney of record
- David M. Breiner
Goods and services
- Class 035 — Advertising and business services: Tax advisory services; tax planning, information and consultancy services; tax preparation services; accounting services
- Class 036 — Insurance and financial services: Financial planning services; investment management services; estate planning; Financial services, namely, financial planning and consultation in the field of retirement and estate planning; business owner services, namely, financial retirement plan consultation; financial services, namely, investment management, investment advisory services, and asset management services; Insurance and annuities administration information; Insurance and annuities brokerage; Insurance and annuities administration advisory services; Financial advisory services; Investment advisory services
- Class 045 — Legal and security services: Office of Supervisory Jurisdiction (OSJ) services for financial advisors in the nature of reviewing standards and practices to assure compliance with financial reporting laws and regulations via annual inspections, either on sight or virtually, namely, review of financial accounts and transactions, correspondence and communications, accounting books and records, checking accounts, and financial professionals' general business overview
Owner
Prosecution history
- 10 Feb 2026 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 16 Dec 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 16 Dec 2025 — PUBLISHED FOR OPPOSITION
- 10 Dec 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 18 Nov 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 10 Nov 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 10 Nov 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 10 Nov 2025 — TEAS REQUEST FOR RECONSIDERATION RECEIVED
- 17 Sept 2025 — NOTIFICATION OF FINAL REFUSAL EMAILED
- 17 Sept 2025 — FINAL REFUSAL E-MAILED
- 17 Sept 2025 — FINAL REFUSAL WRITTEN
- 27 Aug 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 27 Aug 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 27 Aug 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 28 May 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED