EXPERTISE TO EXCEED

Live / Registered — Registered — Section 8 accepted (as of 14 Oct 2025)

What this means for you

Registered since 18 Jun 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 18 Jun 2029: the §8 & §9 renewal).

Record

Serial number
87930263
Registration number
5779079
Mark type
Word mark
Filed
21 May 2018
Published for opposition
02 Apr 2019
Registered
18 Jun 2019
Next maintenance filing
§8 & §9 renewal, due by 18 Jun 2029 (grace period to 18 Dec 2029)
Attorney of record
David M. Perry

Goods and services

  • Class 036 — Insurance and financial services: [ Banking services, namely, acceptance of deposits including substitute bond issuance, and acceptance of fixed interval installment deposits; loans, financing and discount of bills; domestic exchange settlement, namely, debt settlement services, financial exchange, monetary exchange, monetary exchange operations; financial guarantee and surety, namely, liability guarantee and acceptance of bills; ] securities lending; acquisition and transfer of monetary claims; [ safekeeping of valuables including securities and precious metals, namely, safe deposit services; monetary exchange services; trusteeship of financial futures contracts; trusteeship of money, securities, monetary claims, personal property, land, rights on land fixtures, surface rights or lease on land; agencies for bond subscriptions; ] foreign exchange transactions; [ letter-of-credit related services, namely, issuing letters of credit; brokerage services relating to hire-purchase; ] financial securities brokerage, namely, buying and selling of securities; trading of securities index futures; trading of securities options; trading of overseas market securities futures; agencies for brokerage of securities, securities index futures, securities options, and overseas market securities futures; agencies for brokerage of entrusting agents with on-commission trading in domestic markets of securities, securities index futures and securities options; agencies for brokerage of entrusting agents with on-commission trading in overseas markets of securities and securities index futures; agencies for brokerage of forward agreement of securities, for forward agreement of securities index futures, for forward agreement of securities options, spot and forward transaction of securities index futures; brokerage for securities liquidation; securities underwriting; securities offering, namely, securities brokerage; brokerage services relating to securities subscription or offering; stock exchange quotations; providing investment information relating to securities; advisory services based on investment advisory contract and investment services based on discretionary investment contract; financial and investment services, namely, investment and management of financial assets; financial and investment services, namely, entrustment of investment and management of financial assets; advisory and consultancy services relating to formation, investment and management of financial assets and providing information thereof; financial services, namely, issuance of certificate of beneficial interest; financial consultation, namely, providing investment instructions of trust assets; payment services relating to profit distributions and redemptions of trust property; securities investment research services [ ; life insurance brokerage; life insurance services, namely, insurance brokerage, underwriting, insurance information, actuarial services and insurance consultancy; agencies for non-life insurance; claims adjustment for non-life insurance; non-life insurance underwriting; insurance premium rate computing; providing real estate information relating to property and land; financial assessment of company credit; providing information relating to tax practice; charitable fundraising services, namely, collection of monetary donations for charitable purposes ]

Owner

Prosecution history

  • 14 Oct 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
  • 14 Oct 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
  • 06 Oct 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 12 Jun 2025 — TEAS SECTION 8 RECEIVED
  • 18 Jun 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 14 Sept 2023 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 14 Sept 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 14 Sept 2023 — TEAS CHANGE OF DOMESTIC REPRESENTATIVES ADDRESS
  • 14 Sept 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 14 Sept 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 14 Sept 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 14 Sept 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 18 Jun 2019 — REGISTERED-PRINCIPAL REGISTER
  • 02 Apr 2019 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 02 Apr 2019 — PUBLISHED FOR OPPOSITION

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