YOU DON'T HAVE TO BE WEALTHY TO HAVE WEALTH MANAGEMENT.

Live / Registered — Registered — Section 8 accepted (as of 28 Jul 2023)

What this means for you

Registered since 07 Mar 2017. 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 (the §8 & §9 renewal is due by 07 Mar 2027, and its filing window is open now).

Record

Serial number
87106927
Registration number
5155377
Mark type
Slogan / phrase
Filed
18 Jul 2016
Published for opposition
20 Dec 2016
Registered
07 Mar 2017
Next maintenance filing
§8 & §9 renewal, due by 07 Mar 2027 (grace period to 07 Sept 2027)

Goods and services

  • Class 036 — Insurance and financial services: financial and wealth management services, namely, investment management, financial planning for retirement, and estate planning

Owner

Prosecution history

  • 07 Mar 2026 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 28 Jul 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
  • 28 Jul 2023 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
  • 28 Jul 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 15 Feb 2023 — TEAS SECTION 8 RECEIVED
  • 07 Mar 2022 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 07 Mar 2017 — REGISTERED-PRINCIPAL REGISTER
  • 20 Dec 2016 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 20 Dec 2016 — PUBLISHED FOR OPPOSITION
  • 30 Nov 2016 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 16 Nov 2016 — LAW OFFICE PUBLICATION REVIEW COMPLETED
  • 14 Nov 2016 — ASSIGNED TO LIE
  • 28 Oct 2016 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 28 Oct 2016 — EXAMINER'S AMENDMENT ENTERED
  • 28 Oct 2016 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

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