FOM

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 03 Sept 2025)

What this means for you

Registered since 21 Apr 2020. 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 21 Apr 2030: the §8 & §9 renewal).

Record

Serial number
88354575
Registration number
6038480
Mark type
Word mark
Filed
25 Mar 2019
Published for opposition
12 Nov 2019
Registered
21 Apr 2020
Next maintenance filing
§8 & §9 renewal, due by 21 Apr 2030 (grace period to 21 Oct 2030)
Attorney of record
Timothy J. Van Tuinen

Goods and services

  • Class 035 — Advertising and business services: philanthropy consultation relating to taxation planning; tax advisory services
  • Class 036 — Insurance and financial services: Financial services, namely, wealth management services; financial management services; financial information and advisory services; financial planning; financial consultation to businesses in the financial areas of business continuation, business succession, deferred compensation and retirement planning; providing information and advice in the fields of financial investments, financial valuations and financial aspects of retirement; estate planning; trust services, namely, investment and trust company services; financial risk management; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; fiduciary services, namely, fiduciary representative services; fiduciary tax payment processing services; investment advisory services; investment management; financial portfolio management; organizing preferred provider programs in the field of tax, legal, and business partners
  • Class 045 — Legal and security services: legal services

Owner

Prosecution history

  • 03 Sept 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 03 Sept 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 03 Sept 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 28 Apr 2025 — TEAS SECTION 8 & 15 RECEIVED
  • 21 Apr 2025 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 05 Aug 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 05 Aug 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 05 Aug 2024 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 05 Aug 2024 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 05 Aug 2024 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 18 Jul 2024 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 18 Jul 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 18 Jul 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 18 Jul 2024 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 18 Jul 2024 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

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