WHAT'S IN YOUR PORTFOLIO?
Live / Applied — Suspended — suspension check completed, case still suspended (as of 13 Jan 2026)
What this means for you
Not registered yet, but its 14 Jan 2025 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 98961010
- Mark type
- Stylized text
- Filed
- 14 Jan 2025
- Attorney of record
- Stephen A. Seach, Jr.
Goods and services
- Class 036 — Insurance and financial services: Advisory services relating to credit and debit control, investment, grants and financing of loans; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Financial services, namely, mortgage planning; Financial trust planning; Investment advisory services; Providing on-line information in the field of charitable monetary giving through financial and estate planning
Owner
- Daniel M Stewart, Allen, TX, US
Prosecution history
- 13 Jan 2026 — REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
- 02 Jan 2026 — SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
- 01 Jul 2025 — NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
- 01 Jul 2025 — LETTER OF SUSPENSION E-MAILED
- 01 Jul 2025 — SUSPENSION LETTER WRITTEN
- 24 Jun 2025 — ASSIGNED TO EXAMINER
- 12 Jun 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 14 Jan 2025 — NEW APPLICATION ENTERED