FINANCIAL SECURITY METHOD
Live / Registered — Registered — Section 8 accepted (as of 27 May 2025)
What this means for you
Registered since 15 Jan 2019. 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 15 Jan 2029: the §8 & §9 renewal).
Record
- Serial number
- 87726008
- Registration number
- 5658130
- Mark type
- Word mark
- Filed
- 19 Dec 2017
- Registered
- 15 Jan 2019
- Next maintenance filing
- §8 & §9 renewal, due by 15 Jan 2029 (grace period to 15 Jul 2029)
- Attorney of record
- Joshua J. Conley
Goods and services
- Class 036 — Insurance and financial services: Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial advice, namely, budget planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial retirement plan consulting services; Financial trust planning
Owner
- Gilbert & Cook, Inc., West Des Moines, IA, US
- Gilbert & Cook, Inc., Urbandale, IA, US
Prosecution history
- 27 May 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
- 27 May 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
- 26 May 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 14 Jan 2025 — TEAS SECTION 8 RECEIVED
- 15 Jan 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 08 Sept 2023 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
- 08 Sept 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 08 Sept 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 08 Sept 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 08 Sept 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 08 Sept 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 04 Dec 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 04 Dec 2021 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 04 Dec 2021 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 14 Mar 2019 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED