FINANCIAL ADVICE ON YOUR TERMS

Live / Registered — Registered (as of 02 May 2023)

What this means for you

Registered since 02 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 02 May 2029: the §8 declaration of use).

Record

Serial number
97159041
Registration number
7044733
Mark type
Slogan / phrase
Filed
06 Dec 2021
Published for opposition
25 Oct 2022
Registered
02 May 2023
Next maintenance filing
§8 declaration of use, due by 02 May 2029 (grace period to 02 Nov 2029)
Attorney of record
Gayle Denman

Goods and services

  • Class 036 — Insurance and financial services: Financial advisory and consulting services; financial planning and advisory services

Owner

Prosecution history

  • 02 Oct 2025 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 02 Oct 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 02 Oct 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 02 Oct 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 17 Sept 2025 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 02 May 2023 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 02 May 2023 — REGISTERED-PRINCIPAL REGISTER
  • 31 Mar 2023 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 30 Mar 2023 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 08 Mar 2023 — STATEMENT OF USE PROCESSING COMPLETE
  • 16 Feb 2023 — USE AMENDMENT FILED
  • 06 Mar 2023 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 16 Feb 2023 — TEAS STATEMENT OF USE RECEIVED
  • 20 Dec 2022 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 25 Oct 2022 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

View this trademark record on Rightsy