FAST APP

Live / Applied — Suspended — suspension letter mailed (as of 30 Mar 2026)

What this means for you

Not registered yet, but its 04 Mar 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
99067413
Mark type
Stylized text
Filed
04 Mar 2025
Attorney of record
Jeffrey P. Thennisch

Goods and services

  • Class 036 — Insurance and financial services: Financial planning; executive financial compensation planning; retirement financial planning; estate planning; insurance brokerage and consultation; mortgage lending and brokerage; insurance agency services; investment services, namely, debt strategies and asset management; brokerage and investment advisory services and risk management; financial evaluation for insurance purposes; financial services, namely, management of mutual funds, investment retirement accounts, certificates of deposit, fixed and variable annuities, stock and bond brokerage accounts, retirement and estate planning; brokerage, consulting and agent insurance services relating to life insurance, property and casualty insurance, and disability and long term care insurance; providing advisory and consulting services in the field of employee benefit plans as they pertain to retirement planning

Owner

Prosecution history

  • 30 Mar 2026 — NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
  • 30 Mar 2026 — LETTER OF SUSPENSION E-MAILED
  • 30 Mar 2026 — SUSPENSION LETTER WRITTEN
  • 09 Feb 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 09 Feb 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 09 Feb 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 10 Nov 2025 — APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
  • 10 Nov 2025 — APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
  • 08 Aug 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 08 Aug 2025 — NON-FINAL ACTION E-MAILED
  • 08 Aug 2025 — NON-FINAL ACTION WRITTEN
  • 06 Aug 2025 — ASSIGNED TO EXAMINER
  • 04 Mar 2025 — APPLICATION FILING RECEIPT MAILED
  • 04 Mar 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 04 Mar 2025 — NEW APPLICATION ENTERED

View this trademark record on Marksy