SPEND CONFIDENTLY. LIVE WITHOUT REGRET.

Live / Allowed — Notice of allowance issued (as of 25 Nov 2025)

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 10 Mar 2025 filing date already counts against anyone who files later.

Record

Serial number
99075838
Mark type
Stylized text
Filed
10 Mar 2025
Published for opposition
30 Sept 2025
Attorney of record
Mark A. Zuccaro

Goods and services

  • Class 036 — Insurance and financial services: Financial planning and investment advisory services; Financial advice and consultancy services; Financial portfolio management; Financial retirement plan consulting services; Financial advisory and consultancy services in the field of financial planning and the field of executive financial compensation benefit plans; Estate planning

Owner

Prosecution history

  • 25 Nov 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 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
  • 29 Aug 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 29 Aug 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 29 Aug 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 12 Aug 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 12 Aug 2025 — NON-FINAL ACTION E-MAILED
  • 12 Aug 2025 — NON-FINAL ACTION WRITTEN
  • 11 Aug 2025 — ASSIGNED TO EXAMINER
  • 29 Jul 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 25 Jul 2025 — TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED
  • 25 Jul 2025 — TEAS VOLUNTARY AMENDMENT RECEIVED

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