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Live / Registered — Registered and renewed (as of 28 Mar 2023)

What this means for you

Registered since 30 Apr 2013. 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 30 Apr 2033: the §8 & §9 renewal).

Record

Serial number
85526334
Registration number
4326728
Mark type
Slogan / phrase
Filed
26 Jan 2012
Published for opposition
12 Feb 2013
Registered
30 Apr 2013
Current term from
30 Apr 2023
Next maintenance filing
§8 & §9 renewal, due by 30 Apr 2033 (grace period to 30 Oct 2033)
Attorney of record
Anton J. Hopen

Goods and services

  • Class 036 — Insurance and financial services: Financial advisory and consultancy services; Financial analysis and consultation; Financial consultation; Financial information and advisory services; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; On-line financial planning services; Providing a web site featuring personal financial information and financial advice; Providing a website featuring non-downloadable videos in the field of financial planning; Strategic financial advisory services; Providing a web site featuring financial information and financial advice; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement

Owner

Prior registrations

Prosecution history

  • 01 Nov 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 01 Nov 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 01 Nov 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 20 Mar 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 20 Mar 2024 — TEAS WITHDRAWAL AS DOMESTIC REPRESENTATIVE RECEIVED
  • 20 Mar 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 20 Mar 2024 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 28 Mar 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 28 Mar 2023 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 28 Mar 2023 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 28 Mar 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 15 Sept 2022 — TEAS SECTION 8 & 9 RECEIVED
  • 30 Apr 2022 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 08 Jun 2019 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 08 Jun 2019 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

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