WE GUIDE. FOR LIFE.
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 22 Dec 2024)
What this means for you
Registered since 16 Oct 2018. 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 Oct 2028: the §8 & §9 renewal).
Record
- Serial number
- 87783994
- Registration number
- 5584400
- Mark type
- Slogan / phrase
- Filed
- 05 Feb 2018
- Published for opposition
- 31 Jul 2018
- Registered
- 16 Oct 2018
- Next maintenance filing
- §8 & §9 renewal, due by 16 Oct 2028 (grace period to 16 Apr 2029)
- Attorney of record
- Duane A. Stewart III
Goods and services
- Class 035 — Advertising and business services: Business succession planning; Income tax consultation, namely, tax reduction strategies
- Class 036 — Insurance and financial services: Financial Planning; Financial Management; Financial Advice; Financial planning services, namely, developing and managing charitable giving programs on behalf of charitable organizations and families; Advice relating to investments for the purpose of funding education; Financial administration of employee retirement plans; Estate Planning; Fiduciary partnership, namely, fiduciary representative services; Holistic Financial Planning; Investment Management; Life Insurance Brokerage; Financial planning for retirement featuring Long-Term Care Cost Analysis; Personal Financial Retirement Planning; Financial and investment services, namely, management in the field of stock options of others
Owner
- Fragasso Financial Advisors, Inc., Sewickley, PA, US
- Fragasso Financial Advisors, Inc., Pittsburgh, PA, US
- Fragasso Financial Advisors, Inc., Pittsburgh, PA, US
Prosecution history
- 22 Dec 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 22 Dec 2024 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 22 Dec 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 23 Jul 2024 — TEAS SECTION 8 & 15 RECEIVED
- 16 Oct 2023 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 16 Oct 2018 — REGISTERED-PRINCIPAL REGISTER
- 31 Jul 2018 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 31 Jul 2018 — PUBLISHED FOR OPPOSITION
- 11 Jul 2018 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 25 Jun 2018 — ASSIGNED TO LIE
- 15 Jun 2018 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 14 Jun 2018 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 13 Jun 2018 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 13 Jun 2018 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 24 May 2018 — NOTIFICATION OF NON-FINAL ACTION E-MAILED