Serial 98870470

Live / Registered — Registered (as of 27 Jan 2026)

What this means for you

Registered since 27 Jan 2026. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98870470
Registration number
8113735
Mark type
Design / logo
Filed
25 Nov 2024
Published for opposition
09 Dec 2025
Registered
27 Jan 2026
Attorney of record
Michael D. Lazzara

Goods and services

  • Class 036 — Insurance and financial services: Financial advisory services in the field of advising others on retirement income planning, field of tax planning, field of risk management and asset protection, field of insurance planning, field of eldercare and long-term care planning, field of social security planning, field of 529 college savings plan and college planning, field of strategic money management, field of investment withdrawal strategy, field of business succession planning, field of charitable giving, field of family support issues, field of second opinions, field of retirement planning, field of education planning, and field of investment management

Owner

Prosecution history

  • 27 Jan 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 27 Jan 2026 — REGISTERED-PRINCIPAL REGISTER
  • 09 Dec 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 09 Dec 2025 — PUBLISHED FOR OPPOSITION
  • 03 Dec 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 10 Nov 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 07 Nov 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 07 Nov 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 07 Nov 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 20 Aug 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 20 Aug 2025 — NON-FINAL ACTION E-MAILED
  • 20 Aug 2025 — NON-FINAL ACTION WRITTEN
  • 16 May 2025 — ASSIGNED TO EXAMINER
  • 13 May 2025 — NOTICE OF DESIGN SEARCH CODE E-MAILED
  • 13 May 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

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