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Live / Registered — Registered (as of 06 Jan 2026)

What this means for you

Registered since 06 Jan 2026. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98808459
Registration number
8091458
Mark type
Design + words
Filed
18 Oct 2024
Published for opposition
18 Nov 2025
Registered
06 Jan 2026
Attorney of record
B. Anna McCoy

Goods and services

  • Class 036 — Insurance and financial services: Financial services, namely, investment fund transfer and transaction services, investment security services, and estate settlement services; Financial services, namely, wealth management services; Financial planning advice relating to investments and wealth management; Investment services, namely, financial asset management, cash management, investment consultation, and investment management services; Financial advisory and consultancy services; Financial advisory and consultancy services for individuals and families for financial wealth planning purposes; Financial risk management consultation; Financial planning advice relating to investments and wealth management for retirement plans, endowments and foundations; Financial planning for retirement, business transition, education, estate planning, and charitable giving; Registered investment advisor (RIA) services, namely, investment advisory services

Owner

Prosecution history

  • 06 Jan 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 06 Jan 2026 — REGISTERED-PRINCIPAL REGISTER
  • 18 Nov 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 18 Nov 2025 — PUBLISHED FOR OPPOSITION
  • 12 Nov 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 20 Oct 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 23 Apr 2025 — NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
  • 23 Apr 2025 — LETTER OF SUSPENSION E-MAILED
  • 23 Apr 2025 — SUSPENSION LETTER WRITTEN
  • 23 Apr 2025 — EXAMINER'S AMENDMENT ENTERED
  • 23 Apr 2025 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
  • 23 Apr 2025 — EXAMINERS AMENDMENT E-MAILED
  • 23 Apr 2025 — EXAMINERS AMENDMENT -WRITTEN
  • 21 Apr 2025 — ASSIGNED TO EXAMINER
  • 20 Apr 2025 — NOTICE OF DESIGN SEARCH CODE E-MAILED

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