Serial 98808157

Live / Registered — Registered (as of 28 Oct 2025)

What this means for you

Registered since 28 Oct 2025. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98808157
Registration number
7999763
Mark type
Design / logo
Filed
18 Oct 2024
Published for opposition
09 Sept 2025
Registered
28 Oct 2025
Attorney of record
Alan F Feeney

Goods and services

  • Class 036 — Insurance and financial services: Estate planning; Estate trust planning; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial services in the nature of an investment security; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultancy services; Financial counseling services, namely, helping others build a better working relationship with their money; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial investment brokerage services; Financial planning and investment advisory services; Financial portfolio analysis services; Financial research and equity research brokerage services; Financial research and information services; Financial retirement plan consulting services; Financial trust planning; Investment management; Advice on finance during retirement; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Information, advisory, consultancy and financial research services relating to finance and investments; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing information in the field of estate planning; Providing information in the field of financial planning; Strategic financial advisory services; Strategic corporate financial advisory services

Owner

Prosecution history

  • 28 Oct 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 28 Oct 2025 — REGISTERED-PRINCIPAL REGISTER
  • 09 Sept 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 09 Sept 2025 — PUBLISHED FOR OPPOSITION
  • 03 Sept 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 05 Aug 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 21 Jul 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 21 Jul 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 21 Jul 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 25 Apr 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 25 Apr 2025 — NON-FINAL ACTION E-MAILED
  • 25 Apr 2025 — NON-FINAL ACTION WRITTEN
  • 25 Apr 2025 — ASSIGNED TO EXAMINER
  • 24 Apr 2025 — NOTICE OF DESIGN SEARCH CODE E-MAILED
  • 24 Apr 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

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