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
- Sandra Williams, San Diego, CA, US
- Sandra Williams, San Diego, CA, US
- Sandra Williams, San Diego, CA, US
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