ALIGN WITH YOUR GOALS

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 10 Nov 2025)

What this means for you

Registered since 22 Oct 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 22 Oct 2029: the §8 & §9 renewal).

Record

Serial number
87785206
Registration number
5892026
Mark type
Slogan / phrase
Filed
05 Feb 2018
Published for opposition
26 Jun 2018
Registered
22 Oct 2019
Next maintenance filing
§8 & §9 renewal, due by 22 Oct 2029 (grace period to 22 Apr 2030)
Attorney of record
Elizabeth Oliner

Goods and services

  • Class 036 — Insurance and financial services: Financial advice and consultancy services; financial consulting; financial counseling services, namely, helping others build a better working relationship with their money; financial retirement plan consulting services

Owner

Prosecution history

  • 10 Nov 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 10 Nov 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 10 Nov 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 18 Jul 2025 — TEAS SECTION 8 & 15 RECEIVED
  • 22 Oct 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 22 Oct 2019 — REGISTERED-PRINCIPAL REGISTER
  • 14 Sept 2019 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 13 Sept 2019 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 07 Sept 2019 — STATEMENT OF USE PROCESSING COMPLETE
  • 07 Aug 2019 — USE AMENDMENT FILED
  • 07 Sept 2019 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 07 Aug 2019 — TEAS STATEMENT OF USE RECEIVED
  • 30 Jan 2019 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 01 Feb 2019 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 30 Jan 2019 — SOU EXTENSION 1 GRANTED

View this trademark record on Rightsy