DRIVEN BY EXCELLENCE, BUILT ON HERITAGE
Live / Registered — Registered (as of 18 Aug 2026)
What this means for you
Registered since 18 Aug 2026. 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 18 Aug 2032: the §71 affidavit of use).
Record
- Serial number
- 79443370
- Registration number
- 8397392
- Mark type
- Slogan / phrase
- Filed
- 03 Nov 2025
- Published for opposition
- 30 Jun 2026
- Registered
- 18 Aug 2026
- Next maintenance filing
- §71 affidavit of use, due by 18 Aug 2032 (grace period to 18 Feb 2033)
- Attorney of record
- Ronald S. Kadden
Goods and services
- Class 036 — Insurance and financial services: Financial affairs and monetary affairs, namely, financial information, management and analysis services; financial information and evaluations; evaluation of real property; financial evaluation for insurance purposes; financial information; financial management; financing services; hedge fund management; venture capital fund management; management of a capital investment fund; fund management for private clients; management of private equity funds; financial asset management; investment management; financial portfolio management; financial management of employee pension plans; fiscal valuations and assessments; financial advice relating to tax; estate trust management; financial consultation in the field of financial strategy and project financing for individuals in the sustainable, social or solidarity economy; investment of funds for others in the fields of impact investing, socially responsible investing and alternative investing; investment consultation; investment advice; private equity consultant services; financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; provision of financial information relating to the finance industry involved in environmentally focused investments; mutual fund investment; fund investment consultation; share price information services; estate planning; financial services, namely, estate settlement services; estate trust planning; real estate investment consultancy; real estate valuation services; financial planning and investment advisory services; financial portfolio analysis services; monitoring financial markets for investment purposes
Owner
Prosecution history
- 18 Aug 2026 — REGISTERED-PRINCIPAL REGISTER
- 30 Jun 2026 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 30 Jun 2026 — PUBLISHED FOR OPPOSITION
- 24 Jun 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 01 Jun 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 21 May 2026 — REFUSAL PROCESSED BY IB
- 18 May 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 18 May 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 18 May 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 07 May 2026 — NON-FINAL ACTION MAILED - REFUSAL SENT TO IB
- 07 May 2026 — REFUSAL PROCESSED BY MPU
- 25 Mar 2026 — NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW
- 24 Mar 2026 — NON-FINAL ACTION WRITTEN
- 16 Mar 2026 — ASSIGNED TO EXAMINER
- 09 Mar 2026 — APPLICATION FILING RECEIPT MAILED