FINANCIAL HEALTH INDEX

Live / Registered — Registered and renewed (as of 13 Sept 2025)

What this means for you

Registered since 19 May 2015. 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 19 May 2035: the §8 & §9 renewal).

Record

Serial number
86320600
Registration number
4741099
Mark type
Word mark
Filed
25 Jun 2014
Registered
19 May 2015
Current term from
19 May 2025
Next maintenance filing
§8 & §9 renewal, due by 19 May 2035 (grace period to 19 Nov 2035)
Attorney of record
Joshua J. Burke

Goods and services

  • Class 036 — Insurance and financial services: Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning; Financial planning consultation; Financial counseling services, namely, helping others build a better working relationship with their money; Financial planning for retirement; Financial consulting services, namely, expert analysis in finance; Providing information in the field of personal finance; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advice, namely, budget planning; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analyses; Financial analysis and consultation; Financial consultancy; Financial consultation; Financial consulting; Financial forecasting; Financial information and advisory services; Financial information and evaluations; Financial risk management consultation; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Strategic financial advisory services; Debt advisory services; Debt counseling services; Debt management consultation; Credit and financial consultation

Owner

Prosecution history

  • 13 Sept 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 13 Sept 2025 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 13 Sept 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 13 Sept 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 14 May 2025 — TEAS SECTION 8 & 9 RECEIVED
  • 19 May 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 26 Feb 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
  • 26 Feb 2021 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
  • 26 Feb 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 28 Dec 2020 — TEAS SECTION 8 RECEIVED
  • 19 May 2020 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 19 May 2015 — REGISTERED-SUPPLEMENTAL REGISTER
  • 13 Apr 2015 — LAW OFFICE PUBLICATION REVIEW COMPLETED
  • 13 Apr 2015 — ASSIGNED TO LIE
  • 24 Mar 2015 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

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