WISDOM FOR WEALTH. FOR LIFE.

Live / Registered — Registered and renewed (as of 06 Jun 2019)

What this means for you

Registered since 14 Oct 2008. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 14 Oct 2028: the §8 & §9 renewal).

Record

Serial number
77427258
Registration number
3516259
Mark type
Slogan / phrase
Filed
20 Mar 2008
Published for opposition
29 Jul 2008
Registered
14 Oct 2008
Current term from
14 Oct 2018
Next maintenance filing
§8 & §9 renewal, due by 14 Oct 2028 (grace period to 14 Apr 2029)
Attorney of record
Samantha N. Skains-Menchaca

Goods and services

  • Class 035 — Advertising and business services: Tax consultation services
  • Class 036 — Insurance and financial services: Financial planning and consulting services, estate planning services and investment consulting services

Owner

Prosecution history

  • 09 Oct 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 02 Aug 2024 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 25 Jun 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 25 Jun 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 25 Jun 2024 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 25 Jun 2024 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 25 Jun 2024 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 22 Jun 2022 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 13 Apr 2022 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 23 Sept 2020 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 23 Sept 2020 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 23 Sept 2020 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 23 Sept 2020 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 23 Sept 2020 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 06 Jun 2019 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

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