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Live / Applied — First extension granted (statement of use) (as of 08 Jan 2026)

What this means for you

Not registered yet, but its 18 Sept 2023 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
98975614
Mark type
Stylized text
Filed
18 Sept 2023
Published for opposition
29 Apr 2025
Attorney of record
Melody Ashby

Goods and services

  • Class 036 — Insurance and financial services: Financial advice, namely, budget planning; Debt management consultation; Debt management services; Advice on finance during retirement; Financial counseling services, namely, helping others build a better working relationship with their money; Financial planning for retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement

Owner

Prosecution history

  • 08 Jan 2026 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 08 Jan 2026 — SOU EXTENSION 1 GRANTED
  • 22 Dec 2025 — SOU EXTENSION 1 FILED
  • 23 Dec 2025 — SOU TEAS EXTENSION RECEIVED
  • 24 Jun 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 29 Apr 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 29 Apr 2025 — PUBLISHED FOR OPPOSITION
  • 23 Apr 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 28 Mar 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 25 Feb 2025 — DIVISIONAL PROCESSING COMPLETE
  • 24 Feb 2025 — DIVISIONAL PROCESSING COMPLETE
  • 26 Nov 2024 — DIVISIONAL REQUEST RECEIVED
  • 18 Feb 2025 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 26 Nov 2024 — TEAS REQUEST TO DIVIDE RECEIVED
  • 16 Oct 2024 — NOTIFICATION OF FINAL REFUSAL EMAILED

View this trademark record on Marksy