GUIDING YOUR FINANCIAL JOURNEY

Live / Registered — Registered (as of 28 Jul 2020)

What this means for you

Registered since 28 Jul 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 (the §8 declaration of use was due 28 Jul 2026; it can still be filed, with a surcharge, until 28 Jan 2027).

Record

Serial number
88672007
Registration number
6115102
Mark type
Slogan / phrase
Filed
29 Oct 2019
Published for opposition
10 Mar 2020
Registered
28 Jul 2020
Next maintenance filing
§8 declaration of use, due by 28 Jul 2026 (grace period to 28 Jan 2027)

Goods and services

  • Class 036 — Insurance and financial services: Financial investment brokerage services; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Insurance brokerage; Investment management

Owner

Prosecution history

  • 28 Jul 2025 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 28 Jul 2020 — REGISTERED-PRINCIPAL REGISTER
  • 23 Jun 2020 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 22 Jun 2020 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 26 May 2020 — STATEMENT OF USE PROCESSING COMPLETE
  • 08 May 2020 — USE AMENDMENT FILED
  • 26 May 2020 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 08 May 2020 — TEAS STATEMENT OF USE RECEIVED
  • 05 May 2020 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 10 Mar 2020 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 10 Mar 2020 — PUBLISHED FOR OPPOSITION
  • 19 Feb 2020 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 04 Feb 2020 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 04 Feb 2020 — ASSIGNED TO EXAMINER
  • 01 Nov 2019 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

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