OF THE INVESTOR. BY THE INVESTOR. FOR THE INVESTOR. SINCE 1975.

Live / Registered — Registered (as of 23 Dec 2025)

What this means for you

Registered since 23 Dec 2025. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
99082481
Registration number
8075287
Mark type
Stylized text
Filed
13 Mar 2025
Published for opposition
04 Nov 2025
Registered
23 Dec 2025
Attorney of record
David M. Kelly

Goods and services

  • Class 036 — Insurance and financial services: Funds investment; Investment management; Financial asset management; Financial services, namely, wealth management services; Financial risk assessment services; Financial risk management; Financial investment brokerage; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Actuarial services; Financial advisory services; Investment advisory services; Financial planning for retirement; Financial planning; Financial planning consultation; Financial services, namely, investment fund transfer and transaction services; Providing information and research in the field of finance and financial investments; Providing financial information; Providing financial information via a web site; Financial portfolio management; Providing information in the field of employee financial benefit plans; Financial management in the field of employee benefit plans, defined benefit plans, defined contribution plans, employee pension plans, and college savings plans; Charitable fundraising services; Estate planning; Financial trust planning; Financial trust administration

Owner

Prosecution history

  • 23 Dec 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 23 Dec 2025 — REGISTERED-PRINCIPAL REGISTER
  • 04 Nov 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 04 Nov 2025 — PUBLISHED FOR OPPOSITION
  • 29 Oct 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 03 Oct 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 02 Oct 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 02 Oct 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 02 Oct 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 24 Sept 2025 — USE AMENDMENT ACCEPTED
  • 02 Sept 2025 — AMENDMENT TO USE PROCESSING COMPLETE
  • 02 Sept 2025 — USE AMENDMENT FILED
  • 02 Sept 2025 — TEAS AMENDMENT OF USE RECEIVED
  • 22 Aug 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 22 Aug 2025 — NON-FINAL ACTION E-MAILED

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