AGING INVESTOR.COM

Live / Registered — Registered and renewed (as of 09 Oct 2026)

What this means for you

Registered since 16 Feb 2016. 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 16 Feb 2036: the §8 & §9 renewal).

Record

Serial number
86665487
Registration number
4903115
Mark type
Word mark
Filed
17 Jun 2015
Registered
16 Feb 2016
Current term from
16 Feb 2026
Next maintenance filing
§8 & §9 renewal, due by 16 Feb 2036 (grace period to 16 Aug 2036)
Attorney of record
Marc E. Hankin

Goods and services

  • Class 009 — Scientific and electric apparatus: downloadable electronic publications in the nature of newsletters, policy development kits, instructions, checklists for developing policies, sample documents all in the fields of best practices for managing clients with diminished capacity, confidentiality issues, intergenerational wealth transfers, intragenerational family conflicts, initiating family meetings, protecting aging clients from predators, and establishing senior-specific policies for individual as well as organization based financial professionals
  • Class 035 — Advertising and business services: business consulting to financial services professionals in the nature of work groups, program and policy development and implementation aimed at preventing and stopping elder financial abuse; business consulting to financial services professionals in the nature of implementation of strategies directed to intergenerational wealth transfers, client and family communication, family disputes, and expansion of the financial professional's role; business consulting to financial services professionals in the nature of consulting on best practices for financial management of clients with diminished capacity, confidentiality issues, intergenerational wealth transfers, intragenerational family conflicts, initiating family meetings, protecting aging clients from predators, and establishing senior-specific policies for individual as well as organization based financial professionals
  • Class 041 — Education and entertainment services: Educational services, namely, providing customized Web based non-downloadable webinars and online courses, non-downloadable pre-recorded webinars, non-downloadable videos for education, training, and continuing education, accredited education and distribution of white papers and written materials in connection therewith relating to elder abuse, assisting financial advisors to establish plans to respond to evidence of elder abuse; workshops and training directed to the implementation of senior-specific policies, dealing with difficult aging client situations, mock client interviews, role-play, and client communication; providing speaking and presentations services on aging; all the afore mentioned services relating to best practices for managing clients with diminished capacity, confidentiality issues, intergenerational wealth transfers, intragenerational family conflicts, initiating family meetings, protecting aging clients from predators, and establishing senior-specific policies for individual as well as organization based financial professionals; training services in the field of preventing and stopping elder financial abuse

Owner

Prosecution history

  • 09 Oct 2026 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 09 Oct 2026 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 09 Oct 2026 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 09 Oct 2026 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 28 Jul 2026 — TEAS SECTION 8 & 9 RECEIVED
  • 16 Feb 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 17 Nov 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 17 Nov 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 17 Nov 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 01 Feb 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 01 Feb 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 01 Feb 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 12 Sept 2022 — WITHDRAWAL OF ATTORNEY GRANTED
  • 12 Sept 2022 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED
  • 09 Sept 2022 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

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