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Live / Registered — Registered (as of 07 Jul 2026)

What this means for you

Registered since 07 Jul 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 07 Jul 2032: the §8 declaration of use).

Record

Serial number
98437153
Registration number
8336330
Mark type
Word mark
Filed
06 Mar 2024
Published for opposition
10 Dec 2024
Registered
07 Jul 2026
Next maintenance filing
§8 declaration of use, due by 07 Jul 2032 (grace period to 07 Jan 2033)
Attorney of record
Angela Cook Wilcox

Goods and services

  • Class 036 — Insurance and financial services: Financial services, namely, investment advice, investment management, investment consultation services; financial services, namely, wealth management services, investment management services, investment advisory services relating to buying and selling of investments; financial asset management services, financial portfolio management services, financial planning services, equity capital investment services, cash management account services, financial risk management advisory services, individual retirement account services and brokerage services in the fields of stocks, bonds, options, mutual funds, exchange traded funds (ETFs), commodities, futures and securities; financial services, namely, proprietary trading in commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; private placements of hedge funds, private equity funds, securities and derivatives for others; Providing information and advice in the field of finance, financial investments, financial valuation and the financial aspects of retirement; Financial portfolio management services, namely, a total portfolio offering consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development

Owner

Prosecution history

  • 07 Jul 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 07 Jul 2026 — REGISTERED-PRINCIPAL REGISTER
  • 15 Jun 2026 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 15 Jun 2026 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 28 May 2026 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 28 May 2026 — STATEMENT OF USE PROCESSING COMPLETE
  • 30 Jan 2026 — USE AMENDMENT FILED
  • 28 May 2026 — SOU EXTENSION 2 GRANTED
  • 30 Jan 2026 — SOU EXTENSION 2 FILED
  • 28 May 2026 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 30 Jan 2026 — TEAS STATEMENT OF USE RECEIVED
  • 30 Jan 2026 — SOU TEAS EXTENSION RECEIVED
  • 02 Aug 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 01 Aug 2025 — SOU EXTENSION 1 GRANTED
  • 01 Aug 2025 — SOU EXTENSION 1 FILED

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