SHAPE FRAMEWORK
Live / Applied — Response to non-final action entered (as of 10 Sept 2026)
What this means for you
Not registered yet, but its 11 Nov 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
- 99490905
- Mark type
- Stylized text
- Filed
- 11 Nov 2025
- Attorney of record
- Kennington R. Groff
Goods and services
- Class 009 — Scientific and electric apparatus: Downloadable printable educational materials in the field of retirement and financial planning; Downloadable educational course materials in the field of retirement planning and assessment of retirement goals; Downloadable educational materials, namely, printable coursework, surveys, and resources in the field of financial planning and retirement goals assessments
- Class 036 — Insurance and financial services: Financial advisory and consultancy services; Financial advisory and consultancy services, namely, life planning using proprietary methodology; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Providing financial information via a website; Providing information in the field of finance via a website; Providing financial advice via a website
- Class 041 — Education and entertainment services: Educational services, namely, providing online instruction in the field of retirement and financial life planning; Educational services, namely, providing on-line assessment tools, training programs and coursework in the field of retirement and life financial planning; Education services, namely, providing non-downloadable webinars in the field of retirement and financial planning
Owner
- Capital Investment Advisors LLC, Atlanta, GA, US
Prosecution history
- 10 Sept 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 10 Sept 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 10 Sept 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 18 Jun 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 18 Jun 2026 — NON-FINAL ACTION E-MAILED
- 18 Jun 2026 — NON-FINAL ACTION WRITTEN
- 03 Apr 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 03 Apr 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 03 Apr 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 31 Mar 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 31 Mar 2026 — NON-FINAL ACTION E-MAILED
- 31 Mar 2026 — NON-FINAL ACTION WRITTEN
- 21 Mar 2026 — ASSIGNED TO EXAMINER
- 11 Nov 2025 — APPLICATION FILING RECEIPT MAILED
- 11 Nov 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED