WORRY LESS, ENJOY LIFE MORE!
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
- 98812839
- Registration number
- 7865912
- Mark type
- Stylized text
- Filed
- 21 Oct 2024
- Published for opposition
- 27 May 2025
- Registered
- 15 Jul 2025
- Attorney of record
- Angela V. Langlotz
Goods and services
- Class 036 — Insurance and financial services: Capital investment services; Financial investment brokerage; Financial investment brokerage services; Financial planning and investment advisory services; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Insurance agency and brokerage; Insurance brokerage; Insurance brokerage services; Investment advice; Investment advice in the fields of retirement planning and retirement investing; Investment advisory services; Investment consultation; Investment consultation in the fields of retirement planning and retirement investing; Investment management; Investment management in the fields of retirement planning and retirement investing; Investment of funds; Investment of funds for others in the fields of mutual funds, municipal bonds, and securities; Investment of funds for others; Life insurance brokerage; Providing a web site featuring personal financial information and financial advice; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information in the field of wealth management; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
Owner
- Financial Independence Planning, LLC, Conshohocken, PA, US
- Financial Independence Planning, LLC, Conshohocken, PA, US
- Financial Independence Planning, LLC, Conshohocken, PA, 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
- 23 Apr 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 23 Apr 2025 — ASSIGNED TO EXAMINER
- 22 Apr 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 21 Oct 2024 — NEW APPLICATION ENTERED