FI ADVISORS

Live / Registered — Registered — partial Sections 8 & 15 accepted and acknowledged (as of 20 Jul 2026)

What this means for you

Registered since 14 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 14 Apr 2030: the §8 & §9 renewal).

Record

Serial number
88620247
Registration number
6033128
Mark type
Word mark
Filed
17 Sept 2019
Published for opposition
28 Jan 2020
Registered
14 Apr 2020
Next maintenance filing
§8 & §9 renewal, due by 14 Apr 2030 (grace period to 14 Oct 2030)
Attorney of record
Maria Spear Ollis

Goods and services

  • Class 035 — Advertising and business services: Business consulting services in the field of assisting institutions with establishing and managing start-up wealth management programs; Business succession planning
  • Class 036 — Insurance and financial services: Financial planning; Insurance brokerage services; Insurance consultancy; Insurance information and consultancy; Investment management; Investment advice; Investment consultancy; Advice on finance during retirement; Business brokerage services and related consulting pertaining to business sales, mergers, acquisitions and business valuations; Financial portfolio management; Financial consulting and advising in the field of mergers and acquisitions; Financial planning for retirement; Financial services, namely, wealth management services
  • Class 041 — Education and entertainment services: [ Professional coaching services in the field of business financial growth ]

Owner

Prosecution history

  • 20 Jul 2026 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 20 Jul 2026 — REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 20 Jul 2026 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 14 Apr 2026 — TEAS SECTION 8 & 15 RECEIVED
  • 14 Apr 2025 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 23 Aug 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 23 Aug 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 23 Aug 2024 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 14 Apr 2020 — REGISTERED-PRINCIPAL REGISTER
  • 28 Jan 2020 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 28 Jan 2020 — PUBLISHED FOR OPPOSITION
  • 08 Jan 2020 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 23 Dec 2019 — ASSIGNED TO LIE
  • 20 Dec 2019 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 18 Dec 2019 — EXAMINER'S AMENDMENT ENTERED

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