ROOT

Live / Allowed — Approved for publication (as of 14 Oct 2026)

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 08 Apr 2024 filing date already counts against anyone who files later.

Record

Serial number
98488668
Mark type
Word mark
Filed
08 Apr 2024
Attorney of record
Andrea M. Porterfield

Goods and services

  • Class 036 — Insurance and financial services: Financial advisory services; Financial planning for retirement; Investment management; Estate planning; Cash flow planning, namely financial planning and cash management; Financial advice relating to tax

Owner

Prosecution history

  • 14 Oct 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 13 Oct 2026 — SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
  • 15 Apr 2026 — REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
  • 14 Apr 2026 — SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
  • 28 Jul 2025 — NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
  • 28 Jul 2025 — LETTER OF SUSPENSION E-MAILED
  • 28 Jul 2025 — SUSPENSION LETTER WRITTEN
  • 24 Jul 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 24 Jul 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 24 Jul 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 10 Jul 2025 — NOTIFICATION OF NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED
  • 10 Jul 2025 — NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED
  • 10 Jul 2025 — REPORT UNRESPONSIVE AMENDMENT - COMPLETED
  • 16 Apr 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 15 Apr 2025 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

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