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Live / Registered — Registered (as of 09 Dec 2025)

What this means for you

Registered since 09 Dec 2025. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
99163671
Registration number
8059109
Mark type
Stylized text
Filed
30 Apr 2025
Published for opposition
21 Oct 2025
Registered
09 Dec 2025
Attorney of record
William J. Rivers

Goods and services

  • Class 036 — Insurance and financial services: Financial planning; On-line financial planning services; Financial planning consultation; Financial planning for retirement; Financial planning and investment advisory services; Providing information in the field of financial planning; Estate planning; Providing information in the field of estate planning; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Administration of employee benefit plans concerning insurance and finance; Financial consultancy services in the area of healthcare; Providing counseling and consulting in the field of healthcare insurance benefits

Owner

Prosecution history

  • 09 Dec 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 09 Dec 2025 — REGISTERED-PRINCIPAL REGISTER
  • 21 Oct 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 21 Oct 2025 — PUBLISHED FOR OPPOSITION
  • 15 Oct 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 20 Sept 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 19 Sept 2025 — ASSIGNED TO EXAMINER
  • 30 Apr 2025 — APPLICATION FILING RECEIPT MAILED
  • 30 Apr 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 30 Apr 2025 — NEW APPLICATION ENTERED

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