SENIOR TAX & INSURANCE ADVISORS
Live / Registered — Registered (as of 16 Dec 2025)
What this means for you
Registered since 16 Dec 2025. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 98824069
- Registration number
- 8070910
- Mark type
- Stylized text
- Filed
- 28 Oct 2024
- Registered
- 16 Dec 2025
- Attorney of record
- Robin L. Barnes
Goods and services
- Class 035 — Advertising and business services: Accounting services; Tax consultation; Income tax preparation; Tax advisory services; Database management; Management of an online database where individuals may store financial, retirement and investment related data; Financial and investments records management services, namely, organizing and indexing electronic databases of financial and investments records for others; Providing information consisting of business news, information, opinion and advice via computer networks, in particular global computer networks, mobile devices and online services; Providing economic information for business purposes, namely, aggregated economic data from various sources for allowing others to research and analyze investments of individuals, by electronic means; Referrals in the field of investment advice and financial planning
- Class 036 — Insurance and financial services: Financial advice and consultancy services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial planning; Financial planning for retirement; Financial portfolio management; Financial services, namely, wealth management services; Investment advice; Investment brokerage; Investment management; Estate planning; Social Security and Medicare claims administration and consulting services rendered to individuals; Insurance consulting in the fields of life insurance; Insurance consultancy; Insurance agency and brokerage; Social security consulting services rendered to individuals in the nature of social security maximization; Financial retirement plan consulting services in the nature of tax-efficient retirement income planning
Owner
- Philip D. Capriotti, Sr., Leander, TX, US
- Philip D. Capriotti, Sr., Leander, TX, US
Prosecution history
- 16 Dec 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 16 Dec 2025 — REGISTERED-SUPPLEMENTAL REGISTER
- 14 Nov 2025 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
- 14 Nov 2025 — EXAMINER'S AMENDMENT ENTERED
- 14 Nov 2025 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
- 14 Nov 2025 — EXAMINERS AMENDMENT E-MAILED
- 14 Nov 2025 — EXAMINERS AMENDMENT -WRITTEN
- 07 Nov 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 07 Nov 2025 — NON-FINAL ACTION E-MAILED
- 07 Nov 2025 — NON-FINAL ACTION WRITTEN
- 07 Nov 2025 — USE AMENDMENT ACCEPTED
- 30 Oct 2025 — AMENDMENT TO USE PROCESSING COMPLETE
- 30 Oct 2025 — USE AMENDMENT FILED
- 30 Oct 2025 — TEAS AMENDMENT OF USE RECEIVED
- 30 Oct 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED