ADVICE ENGAGEMENT
Live / Allowed — Fourth extension granted (statement of use) (as of 10 Jul 2026)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 11 Jul 2023 filing date already counts against anyone who files later.
Record
- Serial number
- 98079142
- Mark type
- Design + words
- Filed
- 11 Jul 2023
- Published for opposition
- 21 May 2024
- Attorney of record
- Thomas F. Bergert
Goods and services
- Class 035 — Advertising and business services: Family business succession planning; business transition planning; tax planning
- Class 036 — Insurance and financial services: Financial consulting services; investment advisory services; financial portfolio and financial legacy consulting and advisory services; financial planning services; wealth management services; financial services, namely, estate settlement services; estate planning; family office services, namely, financial planning, investment, and advisory services tailored to wealthy families
- Class 042 — Scientific and technological services: Software as a service (SaaS) services featuring computer software for creating, accessing and editing interactive game presentations in the fields of financial consulting, investment advice, family succession, financial portfolio and financial legacy consulting and advice, financial planning, wealth management, estate settlement, estate planning, and family office services, namely, financial planning, investment, lifestyle and legacy advice tailored to wealthy families
Owner
- ADVICE ENGAGEMENT, INC., San Diego, CA, US
- ADVICE ENGAGEMENT, INC., San Diego, CA, US
Prosecution history
- 11 Jul 2026 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
- 10 Jul 2026 — SOU EXTENSION 4 GRANTED
- 10 Jul 2026 — SOU EXTENSION 4 FILED
- 10 Jul 2026 — SOU TEAS EXTENSION RECEIVED
- 18 Dec 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
- 17 Dec 2025 — SOU EXTENSION 3 GRANTED
- 17 Dec 2025 — SOU EXTENSION 3 FILED
- 17 Dec 2025 — SOU TEAS EXTENSION RECEIVED
- 17 Jul 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
- 16 Jul 2025 — SOU EXTENSION 2 GRANTED
- 16 Jul 2025 — SOU EXTENSION 2 FILED
- 16 Jul 2025 — SOU TEAS EXTENSION RECEIVED
- 03 Mar 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
- 08 Jan 2025 — SOU EXTENSION 1 GRANTED
- 07 Jan 2025 — SOU EXTENSION 1 FILED