WEALTH PLANNING FOR LIFE

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 17 Aug 2026)

What this means for you

Registered since 12 May 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 12 May 2030: the §8 & §9 renewal).

Record

Serial number
88367172
Registration number
6054591
Mark type
Slogan / phrase
Filed
02 Apr 2019
Published for opposition
23 Jul 2019
Registered
12 May 2020
Next maintenance filing
§8 & §9 renewal, due by 12 May 2030 (grace period to 12 Nov 2030)
Attorney of record
Nick Marsico

Goods and services

  • Class 036 — Insurance and financial services: Financial services, namely, wealth management services, financial management, financial planning

Owner

Prosecution history

  • 17 Aug 2026 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 17 Aug 2026 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 17 Aug 2026 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 12 May 2026 — TEAS SECTION 8 & 15 RECEIVED
  • 12 May 2025 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 12 May 2020 — REGISTERED-PRINCIPAL REGISTER
  • 10 Apr 2020 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 09 Apr 2020 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 03 Apr 2020 — STATEMENT OF USE PROCESSING COMPLETE
  • 17 Mar 2020 — USE AMENDMENT FILED
  • 03 Apr 2020 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 17 Mar 2020 — TEAS STATEMENT OF USE RECEIVED
  • 17 Sept 2019 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 23 Jul 2019 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 23 Jul 2019 — PUBLISHED FOR OPPOSITION

View this trademark record on Rightsy