PLAN. PRESERVE. PROSPER.

Live / Registered — Registered (as of 09 May 2023)

What this means for you

Registered since 09 May 2023. 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 09 May 2029: the §8 declaration of use).

Record

Serial number
90459256
Registration number
7045658
Mark type
Word mark
Filed
11 Jan 2021
Published for opposition
21 Feb 2023
Registered
09 May 2023
Next maintenance filing
§8 declaration of use, due by 09 May 2029 (grace period to 09 Nov 2029)
Attorney of record
ISAAC S. LEW

Goods and services

  • Class 036 — Insurance and financial services: Financial planning services, namely, wealth management, investment portfolio analysis, investment portfolio management, financial planning for retirement, estate preservation and planning; insurance services, namely, insurance agency services for life insurance and annuity policies

Owner

Board proceedings on this mark

Prosecution history

  • 09 May 2023 — REGISTERED-PRINCIPAL REGISTER
  • 09 May 2023 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 21 Feb 2023 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 21 Feb 2023 — PUBLISHED FOR OPPOSITION
  • 01 Feb 2023 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 19 Jan 2023 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 18 Jan 2023 — ASSIGNED TO EXAMINER
  • 18 Jan 2023 — JURISDICTION RESTORED TO EXAMINING ATTORNEY
  • 05 Jan 2023 — EXPARTE APPEAL REINSTATED
  • 27 Dec 2022 — EXPARTE APPEAL DISMISSED - FAILURE TO FILE BRIEF
  • 09 May 2022 — NOTIFICATION OF ACTION DENYING REQ FOR RECON E-MAILED
  • 09 May 2022 — ACTION DENYING REQ FOR RECON E-MAILED
  • 09 May 2022 — ACTION CONTINUING FINAL - COMPLETED
  • 04 Apr 2022 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 04 Apr 2022 — CORRESPONDENCE RECEIVED IN LAW OFFICE

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