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Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 15 Oct 2024)

What this means for you

Registered since 26 Mar 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 26 Mar 2029: the §8 & §9 renewal).

Record

Serial number
87799567
Registration number
5711223
Mark type
Design + words
Filed
15 Feb 2018
Published for opposition
24 Jul 2018
Registered
26 Mar 2019
Next maintenance filing
§8 & §9 renewal, due by 26 Mar 2029 (grace period to 26 Sept 2029)
Attorney of record
Catherine M.C. Farrelly

Goods and services

  • Class 036 — Insurance and financial services: Insurance administration; Insurance agency services; insurance underwriting in the fields of life, accident, and fire; health insurance underwriting; dental health insurance underwriting; financial and investment services, namely, financial planning and investment advisory services; group and individual life and disability insurance underwriting services; retirement planning services, namely, financial planning for retirement; retirement fund management; financial analysis and consultation; financial asset management; annuity underwriting and administration; insurance brokerage; insurance agency and brokerage services, namely, assisting in the purchase and sale of insurance and insurance products; administration of employee benefit plans concerning insurance and finance; fiduciary representative services; electronic funds transfers; investment advice; investment management; money management; investment fund management; retirement investment management; providing information in the fields of insurance, financial, and investment services via digital or on-line means and platforms, including through mobile apps, websites and social media platforms; insurance underwriting in the fields of dental, accidental, critical illness and pet insurance provided through digital or on-line means and platforms, including mobile apps, websites and social media platforms; advising on and administering a network of financial, insurance, investment, retirement and annuity advisors and agents

Owner

Board proceedings on this mark

The owner also pleads this mark in 1 other Board proceeding.

Prosecution history

  • 15 Oct 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 15 Oct 2024 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 15 Oct 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 17 Apr 2024 — TEAS SECTION 8 & 15 RECEIVED
  • 26 Mar 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 22 Apr 2022 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 22 Apr 2022 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 22 Apr 2022 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 22 Apr 2022 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 22 Apr 2022 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 26 Sept 2019 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 26 Sept 2019 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 26 Mar 2019 — REGISTERED-PRINCIPAL REGISTER
  • 21 Feb 2019 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 20 Feb 2019 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

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