INVESTING FROM A POSITION OF STRENGTH

Live / Registered — Registered and renewed (as of 01 Aug 2024)

What this means for you

Registered since 13 May 2014. 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 13 May 2034: the §8 & §9 renewal).

Record

Serial number
85085583
Registration number
4529808
Mark type
Slogan / phrase
Filed
15 Jul 2010
Published for opposition
28 Jun 2011
Registered
13 May 2014
Current term from
13 May 2024
Next maintenance filing
§8 & §9 renewal, due by 13 May 2034 (grace period to 13 Nov 2034)
Attorney of record
Jennifer E. Schlatter

Goods and services

  • Class 009 — Scientific and electric apparatus: Electronic publications recorded on computer media, namely, books, workbooks, and pamphlets in the fields of financial planning, wealth management, and investment management; electronic publications recorded on computer media, namely, books, workbooks, and pamphlets that advise and teach consumers methods of financial planning that will increase their wealth and prosperity
  • Class 016 — Paper goods and printed matter: Books, workbooks and pamphlets in the field of financial planning, wealth management, and investment management; books, workbooks and pamphlets that advise and teach consumers methods of financial planning that will increase their wealth and prosperity
  • Class 036 — Insurance and financial services: Financial planning advisory services; wealth management advisory services; investment management advisory services; provision of information in the field of financial planning; provision of information in the field of wealth management; provision of information in the field of investment management
  • Class 041 — Education and entertainment services: [ Educational services, namely, classes, live seminars, webinars, and seminars transmitted via radio, television, and the internet in the fields of financial planning, wealth management, investing, and investment management ]

Owner

Prosecution history

  • 23 Oct 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 23 Oct 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 23 Oct 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 01 Aug 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
  • 01 Aug 2024 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 01 Aug 2024 — REGISTERED - SEC. 9 GRANTED/CHECK RECORD FOR SEC. 8
  • 01 Aug 2024 — REGISTERED - PARTIAL SEC. 8 (10-YR) ACCEPTED
  • 01 Aug 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 13 May 2024 — TEAS SECTION 8 & 9 RECEIVED
  • 13 May 2023 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 17 Feb 2021 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 17 Feb 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 17 Feb 2021 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 17 Feb 2021 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 17 Feb 2021 — TEAS CHANGE OF OWNER ADDRESS RECEIVED

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