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Live / Registered — Registered (as of 27 Jan 2026)
What this means for you
Registered since 27 Jan 2026. 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 27 Jan 2032: the §8 declaration of use).
Record
- Serial number
- 97675128
- Registration number
- 8118825
- Mark type
- Design + words
- Filed
- 13 Nov 2022
- Published for opposition
- 10 Oct 2023
- Registered
- 27 Jan 2026
- Next maintenance filing
- §8 declaration of use, due by 27 Jan 2032 (grace period to 27 Jul 2032)
- Attorney of record
- Stephen R. Jenei
Goods and services
- Class 036 — Insurance and financial services: Financial services, namely, wealth planning services, wealth management services, investment advisory services, fund investment services, and retirement planning services; Insurance services, namely, consulting, underwriting, issuance, and administration of life insurance, annuity investment and insurance plans, long term care insurance, disability insurance, and health insurance; Investment consulting services, namely, advising family offices, high net worth individuals and other individuals and investors, and their professional advisors, in the field of capital investing; Family office services, namely, financial planning and financial advisory services, strategic planning and financial modeling for trust and estate planning, investment consulting, and financial philanthropic gift planning
Owner
Prosecution history
- 27 Jan 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 27 Jan 2026 — REGISTERED-PRINCIPAL REGISTER
- 08 Jan 2026 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 08 Jan 2026 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 06 Dec 2025 — STATEMENT OF USE PROCESSING COMPLETE
- 21 Nov 2025 — USE AMENDMENT FILED
- 21 Nov 2025 — TEAS STATEMENT OF USE RECEIVED
- 15 Sept 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
- 27 May 2025 — SOU EXTENSION 3 GRANTED
- 27 May 2025 — SOU EXTENSION 3 FILED
- 27 May 2025 — SOU TEAS EXTENSION RECEIVED
- 18 Mar 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
- 17 Mar 2025 — SOU EXTENSION 2 GRANTED
- 04 Dec 2024 — SOU EXTENSION 2 FILED
- 13 Mar 2025 — CASE ASSIGNED TO INTENT TO USE PARALEGAL