Serial 99034329

Live / Registered — Registered (as of 18 Nov 2025)

What this means for you

Registered since 18 Nov 2025. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
99034329
Registration number
8028481
Mark type
Design / logo
Filed
09 Feb 2025
Published for opposition
30 Sept 2025
Registered
18 Nov 2025
Attorney of record
Suzann Moskowitz

Goods and services

  • Class 035 — Advertising and business services: Tax and taxation planning, advice, information and consultancy services; tax preparation; Providing office support staff services
  • Class 036 — Insurance and financial services: Financial planning, namely, wealth planning and advice, estate planning, retirement planning, financing services and advice, financial management, cash management, investment advisory services, financial investment brokerage services; financial consultation for families with a focus on continuity of financial goals and personal values; providing fiduciary representative services in the field of investment management of corporate retirement plans ; insurance consultation planning services, and information in the field of financial and wealth planning and advice; financial planning in the field of education; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; private financial planning and investment planning services for families; advice and consultation in the field of financial planning for business exit from early stages through retirement

Owner

Prosecution history

  • 18 Nov 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 18 Nov 2025 — REGISTERED-PRINCIPAL REGISTER
  • 30 Sept 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 30 Sept 2025 — PUBLISHED FOR OPPOSITION
  • 24 Sept 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 02 Sept 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 31 Aug 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 31 Aug 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 31 Aug 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 01 Jul 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 01 Jul 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 01 Jul 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 04 Jun 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 04 Jun 2025 — NON-FINAL ACTION E-MAILED
  • 04 Jun 2025 — NON-FINAL ACTION WRITTEN

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