DISCIPLINE THAT DELIVERS

Live / Allowed — Notice of allowance issued (as of 11 Nov 2025)

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 06 May 2025 filing date already counts against anyone who files later.

Record

Serial number
99171704
Mark type
Stylized text
Filed
06 May 2025
Published for opposition
16 Sept 2025
Attorney of record
David M. Kelly

Goods and services

  • Class 036 — Insurance and financial services: Investment of funds; 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 planning and investment advisory services; Financial planning for retirement; Financial planning; Financial planning consultation; Investment 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 and financial advice via a website; Providing information in the field of financial planning; Administration of employee benefit plans concerning insurance and finance; Financial management of employee pension plans; Charitable fundraising services; Estate planning; Financial trust administration

Owner

Prosecution history

  • 18 Dec 2025 — TEAS STATEMENT OF USE RECEIVED
  • 11 Nov 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 16 Sept 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 16 Sept 2025 — PUBLISHED FOR OPPOSITION
  • 10 Sept 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 14 Aug 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 14 Aug 2025 — ASSIGNED TO EXAMINER
  • 06 May 2025 — APPLICATION FILING RECEIPT MAILED
  • 06 May 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 06 May 2025 — NEW APPLICATION ENTERED

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