HELPING YOU MAKE THE MOST OF YOUR LIFE
Live / Registered — Registered (as of 15 Sept 2026)
What this means for you
Registered since 15 Sept 2026. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99684731
- Registration number
- 8435339
- Mark type
- Stylized text
- Filed
- 05 Mar 2026
- Published for opposition
- 21 Jul 2026
- Registered
- 15 Sept 2026
Goods and services
- Class 036 — Insurance and financial services: Financial consultancy; Financial planning; Financial consultation; Financial advice; Financial consulting; Financial analyses; Financial analysis; Financial valuations; Financial forecasting; Financial management; Financial planning consultation; Financial asset management; Financial trust planning; Financial securities brokerage; Financial portfolio management; Financial consultancy services; Financial advisory services; Financial information and evaluations; Financial portfolio analysis services; On-line financial planning services; Financial planning for retirement; Credit and financial consultation; Strategic financial advisory services; Financial risk management consultation; Financial analysis and consultation; Financial wealth management services; Financial advice on retirement; Financial management for businesses; Providing financial advisory services; Providing investors with financial information; Financial information and advisory services; Financial advisory and consultancy services; Financial advice and consultancy services; Financial retirement plan consulting services; Financial consultancy and insurance consultancy; Financial administration of retirement plans; Financial services, namely, mortgage refinancing; Financial services, namely, mortgage planning; Providing financial risk assessment services; Financial management relating to investments; Financial advice relating to retirement; Financial consultancy for lottery winners; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Financial services, namely, wealth management services; Financial planning and investment advisory services; Financial management of employee pension plans; Financial administration of employee pension plans; Monitoring financial markets for investment purposes; Providing financial information via a website; Financial advice relating to income tax; Providing information regarding financial investment strategies; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing information in the field of financial planning
Owner
- Joel Larsen, Sacramento, CA, US
- Joel Larsen, Sacramento, CA, US
- Joel Larsen, Sacramento, CA, US
Prior registrations
Prosecution history
- 15 Sept 2026 — REGISTERED-PRINCIPAL REGISTER
- 08 Sept 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 08 Sept 2026 — REGISTERED-PRINCIPAL REGISTER
- 21 Jul 2026 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 21 Jul 2026 — PUBLISHED FOR OPPOSITION
- 15 Jul 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 22 Jun 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 16 Jun 2026 — ASSIGNED TO EXAMINER
- 05 Mar 2026 — APPLICATION FILING RECEIPT MAILED
- 05 Mar 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 05 Mar 2026 — NEW APPLICATION ENTERED