M+
Live / Applied — Non-final action mailed (as of 06 Nov 2025)
What this means for you
Not registered yet, but its 10 Jun 2025 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99227144
- Mark type
- Design + words
- Filed
- 10 Jun 2025
- Attorney of record
- Russell Gache
Goods and services
- Class 036 — Insurance and financial services: Financial planning services, namely, providing advice relating to investments, asset management, cash management; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; providing stock/securities market information; brokerage in the field of stocks, mutual funds and other securities; mutual fund investment and mutual fund distribution; investment fund transfer and transaction services; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; financial trust operations; trust services, namely, investment and trust company services; insurance brokerage services, investment management of and distribution of annuities; investment services, namely, financial asset acquisition, consultation, development and management services
Owner
- Jeff Roberts & Associates, Birmingham, AL, US
Prior registrations
Prosecution history
- 04 Feb 2026 — APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
- 04 Feb 2026 — APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
- 06 Nov 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 06 Nov 2025 — NON-FINAL ACTION E-MAILED
- 06 Nov 2025 — NON-FINAL ACTION WRITTEN
- 29 Oct 2025 — ASSIGNED TO EXAMINER
- 16 Oct 2025 — NOTICE OF DESIGN SEARCH CODE E-MAILED
- 16 Oct 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 10 Jun 2025 — APPLICATION FILING RECEIPT MAILED
- 10 Jun 2025 — NEW APPLICATION ENTERED