LIVE IN THE PRESENT, PLAN FOR THE FUTURE

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 17 Jun 2025)

What this means for you

Registered since 17 Dec 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 17 Dec 2029: the §8 & §9 renewal).

Record

Serial number
88255604
Registration number
5939858
Mark type
Slogan / phrase
Filed
09 Jan 2019
Published for opposition
07 May 2019
Registered
17 Dec 2019
Next maintenance filing
§8 & §9 renewal, due by 17 Dec 2029 (grace period to 17 Jun 2030)
Attorney of record
Don Thornburgh

Goods and services

  • Class 036 — Insurance and financial services: Financial administration of retirement plans; Financial advisory and consultancy services; Financial planning; Financial planning and investment advisory services; Individual retirement account services; Insurance consultation; Investment advisory services; Investment consultation; Investment consultation in the fields of retirement and cash flow planning; Investment management; Investment management in the fields of retirement and cash flow planning

Owner

Prosecution history

  • 17 Jun 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 17 Jun 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 17 Jun 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 25 Feb 2025 — TEAS SECTION 8 & 15 RECEIVED
  • 17 Dec 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 17 Dec 2019 — REGISTERED-PRINCIPAL REGISTER
  • 13 Nov 2019 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 12 Nov 2019 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 15 Oct 2019 — STATEMENT OF USE PROCESSING COMPLETE
  • 24 Sept 2019 — USE AMENDMENT FILED
  • 15 Oct 2019 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 24 Sept 2019 — TEAS STATEMENT OF USE RECEIVED
  • 02 Jul 2019 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 07 May 2019 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 07 May 2019 — PUBLISHED FOR OPPOSITION

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