CARE TO KNOW

Live / Allowed — Published for opposition (as of 03 Mar 2026)

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 11 Dec 2024 filing date already counts against anyone who files later.

Record

Serial number
98897826
Mark type
Stylized text
Filed
11 Dec 2024
Published for opposition
03 Mar 2026
Attorney of record
Maria Johnson

Goods and services

  • Class 016 — Paper goods and printed matter: Printed materials, namely, brochures in the field of tax planning, wealth strategies, financial planning, investment services, trust funds, and retirement plans
  • Class 045 — Legal and security services: Counseling in the field of developing, strengthening and sustaining well-balanced families and family relationships; Legal services, namely, providing counseling in the field of estate planning, tax planning, wealth strategies, and business succession planning to families

Owner

Prosecution history

  • 03 Mar 2026 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 03 Mar 2026 — PUBLISHED FOR OPPOSITION
  • 25 Feb 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 10 Feb 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 03 Feb 2026 — PREVIOUS ALLOWANCE COUNT WITHDRAWN
  • 27 Jan 2026 — WITHDRAWN FROM PUB - OG REVIEW QUERY
  • 09 Jan 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 08 Jan 2026 — EXAMINER'S AMENDMENT ENTERED
  • 08 Jan 2026 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
  • 08 Jan 2026 — EXAMINERS AMENDMENT E-MAILED
  • 08 Jan 2026 — EXAMINERS AMENDMENT -WRITTEN
  • 05 Jan 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 05 Jan 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 05 Jan 2026 — TEAS REQUEST FOR RECONSIDERATION RECEIVED
  • 03 Oct 2025 — NOTIFICATION OF FINAL REFUSAL EMAILED

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