PROMOTING A CULTURE OF FIDUCIARY RESPONSIBILITY

Live / Registered — Registered and renewed (as of 23 Mar 2019)

What this means for you

Registered since 09 Jun 2009. 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 09 Jun 2029: the §8 & §9 renewal).

Record

Serial number
77611141
Registration number
3635168
Mark type
Slogan / phrase
Filed
10 Nov 2008
Published for opposition
24 Mar 2009
Registered
09 Jun 2009
Current term from
09 Jun 2019
Next maintenance filing
§8 & §9 renewal, due by 09 Jun 2029 (grace period to 09 Dec 2029)
Attorney of record
Ashley N. Klein

Goods and services

  • Class 036 — Insurance and financial services: Investment consultation

Owner

Prosecution history

  • 19 Mar 2026 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 19 Mar 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 19 Mar 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 19 Mar 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 11 Mar 2026 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 11 Mar 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 11 Mar 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 11 Mar 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 14 Apr 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 14 Apr 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 14 Apr 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 22 Jul 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 19 Apr 2023 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 13 Jul 2021 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 13 Jul 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED

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