MEASURING FOR RESULTS, BUILDING A FIRM FOUNDATION.

Live / Registered — Registered (as of 12 Aug 2025)

What this means for you

Registered since 12 Aug 2025. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98865555
Registration number
7888596
Mark type
Stylized text
Filed
21 Nov 2024
Published for opposition
24 Jun 2025
Registered
12 Aug 2025
Attorney of record
Edward A. Houlehan

Goods and services

  • Class 036 — Insurance and financial services: Financial advice and consultancy services; Financial advisory services; Financial consultancy services; 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; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial retirement plan consulting services; Financial risk management; Financial risk management consultation; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, wealth management services; Financial planning and investment advisory services; Information, advisory, consultancy and financial research services relating to finance and investments; Investment management; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Strategic financial advisory services

Owner

Prosecution history

  • 12 Aug 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 12 Aug 2025 — REGISTERED-PRINCIPAL REGISTER
  • 24 Jun 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 24 Jun 2025 — PUBLISHED FOR OPPOSITION
  • 18 Jun 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 23 May 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 14 May 2025 — ASSIGNED TO EXAMINER
  • 11 May 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 21 Nov 2024 — NEW APPLICATION ENTERED

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