PRINCIPLES AND PERFORMANCE

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 30 May 2025)

What this means for you

Registered since 04 Feb 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 04 Feb 2030: the §8 & §9 renewal).

Record

Serial number
88398453
Registration number
5975436
Mark type
Word mark
Filed
23 Apr 2019
Published for opposition
20 Aug 2019
Registered
04 Feb 2020
Next maintenance filing
§8 & §9 renewal, due by 04 Feb 2030 (grace period to 04 Aug 2030)
Attorney of record
Brian G. Gilpin

Goods and services

  • Class 036 — Insurance and financial services: Investment advisory services; Investment management; Mutual fund investment

Owner

Prior registrations

Board proceedings on this mark

Prosecution history

  • 30 May 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 30 May 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 30 May 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 06 Feb 2025 — TEAS SECTION 8 & 15 RECEIVED
  • 04 Feb 2025 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 12 Oct 2021 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 12 Oct 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 12 Oct 2021 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 12 Oct 2021 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 12 Oct 2021 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 06 Oct 2021 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 04 Feb 2020 — REGISTERED-PRINCIPAL REGISTER
  • 29 Dec 2019 — EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED
  • 21 Oct 2019 — POST PUBLICATION AMENDMENT - ENTERED
  • 18 Oct 2019 — ASSIGNED TO PETITION STAFF

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