HELPING YOU KEEP YOUR PROMISES TO YOUR FUTURE SELF AND LOVED ONES.

Live / Registered — Registered (as of 15 Jul 2025)

What this means for you

Registered since 15 Jul 2025. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98805730
Registration number
7865331
Mark type
Stylized text
Filed
17 Oct 2024
Published for opposition
27 May 2025
Registered
15 Jul 2025

Goods and services

  • Class 036 — Insurance and financial services: Financial advice and consultancy services; Financial services, namely, wealth management services; Financial portfolio analysis services; Financial consultancy and insurance consultancy; Insurance and financial information and consultancy services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial planning and investment advisory services; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Providing financial advisory services; Financial evaluation for insurance purposes; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial planning for retirement; Financial advisory services; Financial advisory and consultancy services; Financial retirement plan consulting services

Owner

Prosecution history

  • 15 Jul 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 15 Jul 2025 — REGISTERED-PRINCIPAL REGISTER
  • 27 May 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 27 May 2025 — PUBLISHED FOR OPPOSITION
  • 21 May 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 28 Apr 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 18 Apr 2025 — ASSIGNED TO EXAMINER
  • 17 Apr 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 17 Oct 2024 — APPLICATION FILING RECEIPT MAILED
  • 17 Oct 2024 — NEW APPLICATION ENTERED

View this trademark record on Marksy