T TAX- EFFICIENT STRATEGIES R RISK & INVESTMENT MANAGEMENT U UNDERSTANDING MEDICARE AND LONG-TERM CARE S STRATEGIC INCOME PLANNING T TRANSFER OF WEALTH

Live / Registered — Registered (as of 10 Feb 2026)

What this means for you

Registered since 10 Feb 2026. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
99217147
Registration number
8133614
Mark type
Design + words
Filed
04 Jun 2025
Published for opposition
23 Dec 2025
Registered
10 Feb 2026
Attorney of record
Glenn K. Robbins II

Goods and services

  • Class 036 — Insurance and financial services: Financial advice relating to income tax; Investment management; Financial risk management; Long-term care insurance underwriting; Social security and Medicare claims administration and consulting services rendered to individuals; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, wealth management services

Owner

Prosecution history

  • 10 Feb 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 10 Feb 2026 — REGISTERED-PRINCIPAL REGISTER
  • 23 Dec 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 23 Dec 2025 — PUBLISHED FOR OPPOSITION
  • 17 Dec 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 25 Nov 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 11 Nov 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 11 Nov 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 11 Nov 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 30 Oct 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 30 Oct 2025 — NON-FINAL ACTION E-MAILED
  • 30 Oct 2025 — NON-FINAL ACTION WRITTEN
  • 23 Oct 2025 — ASSIGNED TO EXAMINER
  • 09 Oct 2025 — NOTICE OF DESIGN SEARCH CODE E-MAILED
  • 09 Oct 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

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