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Live / Registered — Registered and renewed (as of 15 Nov 2016)

What this means for you

Registered since 17 Apr 2007. 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 (the §8 & §9 renewal is due by 17 Apr 2027, and its filing window is open now).

Record

Serial number
78911477
Registration number
3229847
Mark type
Slogan / phrase
Filed
19 Jun 2006
Published for opposition
30 Jan 2007
Registered
17 Apr 2007
Current term from
17 Apr 2017
Next maintenance filing
§8 & §9 renewal, due by 17 Apr 2027 (grace period to 17 Oct 2027)

Goods and services

  • Class 036 — Insurance and financial services: Financial planning; Financial planning, namely the creation of personalized strategies to achieve financial independence; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Investment advisory services; Investment management

Owner

Prosecution history

  • 17 Apr 2026 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 15 Nov 2016 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 15 Nov 2016 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 15 Nov 2016 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 15 Nov 2016 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 01 Sept 2016 — TEAS SECTION 8 & 9 RECEIVED
  • 01 Sept 2016 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 17 Apr 2016 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 31 Mar 2013 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
  • 31 Mar 2013 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
  • 31 Mar 2013 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 26 Mar 2013 — TEAS SECTION 8 RECEIVED
  • 26 Mar 2013 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 17 Apr 2007 — REGISTERED-PRINCIPAL REGISTER
  • 30 Jan 2007 — PUBLISHED FOR OPPOSITION

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