PLAN. PROSPER. EMPOWER.
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
- 99033862
- Registration number
- 8114065
- Mark type
- Stylized text
- Filed
- 08 Feb 2025
- Published for opposition
- 26 Aug 2025
- Registered
- 27 Jan 2026
Goods and services
- Class 036 — Insurance and financial services: Financial consultancy services; Financial advisory services; Financial risk assessment services; Financial investment brokerage services; Providing financial advisory services; Financial research and information services; Financial information and advisory services; Financial advisory and consultancy services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial planning and investment advisory services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Financial services in the nature of an investment security; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial advice; Financial advice and consultancy services; Providing financial advice via a website; Providing a web site featuring personal financial information and financial advice; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Financial advice, namely, budget planning; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services
Owner
- Julian B Morris, Boston, MA, US
- Julian B Morris, Boston, MA, US
- Julian B Morris, Boston, MA, US
Prosecution history
- 27 Jan 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 27 Jan 2026 — REGISTERED-PRINCIPAL REGISTER
- 04 Jan 2026 — EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED
- 25 Sept 2025 — EXTENSION OF TIME TO OPPOSE RECEIVED
- 26 Aug 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 26 Aug 2025 — PUBLISHED FOR OPPOSITION
- 20 Aug 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 24 Jul 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 24 Jul 2025 — EXAMINER'S AMENDMENT ENTERED
- 24 Jul 2025 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
- 24 Jul 2025 — EXAMINERS AMENDMENT E-MAILED
- 24 Jul 2025 — EXAMINERS AMENDMENT -WRITTEN
- 17 Jul 2025 — ASSIGNED TO EXAMINER
- 09 Jul 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 08 Feb 2025 — APPLICATION FILING RECEIPT MAILED