ELEVATE TODAY, PLAN FOR TOMORROW

Live / Allowed — Notice of allowance issued (as of 18 Nov 2025)

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 12 Nov 2024 filing date already counts against anyone who files later.

Record

Serial number
98849018
Mark type
Stylized text
Filed
12 Nov 2024
Published for opposition
23 Sept 2025
Attorney of record
Thomas Dietrich

Goods and services

  • Class 036 — Insurance and financial services: Financial planning; Financial planning consultation; Financial planning for retirement; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advice relating to tax; Financial advisory services; Financial consultancy services; Financial planning and investment advisory services; Financial retirement plan consulting services; Insurance consulting in the field of life and health insurance; Insurance services, namely, insurance eligibility review and verification and consultation in the life and health insurance industry; Insurance services, namely, underwriting life and health insurance; Investment advisory services; Financial risk management; Financial risk management consultation; Issuance of life and health insurance; Providing information about healthcare insurance plans; Providing information in the field of financial planning; Providing information in the field of wealth management; Strategic financial advisory services

Owner

Prosecution history

  • 21 Nov 2025 — TEAS STATEMENT OF USE RECEIVED
  • 18 Nov 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 23 Sept 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 23 Sept 2025 — PUBLISHED FOR OPPOSITION
  • 17 Sept 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 21 Aug 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 09 Jul 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 09 Jul 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 09 Jul 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 17 Jun 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 17 Jun 2025 — NON-FINAL ACTION E-MAILED
  • 17 Jun 2025 — NON-FINAL ACTION WRITTEN
  • 22 May 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 22 May 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 22 May 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED

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