INDEX OF PURPOSE

Live / Allowed — Second extension granted (statement of use) (as of 24 Jun 2026)

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 13 May 2024 filing date already counts against anyone who files later.

Record

Serial number
98548143
Mark type
Word mark
Filed
13 May 2024
Published for opposition
29 Apr 2025
Attorney of record
Michael S. Denniston

Goods and services

  • Class 036 — Insurance and financial services: Consulting services in the field of assisting families with developing and protecting generational financial wellbeing within the family, namely, providing financial consulting in the field of estate planning and wealth management; estate planning services

Owner

Prosecution history

  • 25 Jun 2026 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 24 Jun 2026 — SOU EXTENSION 2 GRANTED
  • 24 Jun 2026 — SOU EXTENSION 2 FILED
  • 24 Jun 2026 — SOU TEAS EXTENSION RECEIVED
  • 24 Dec 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 23 Dec 2025 — SOU EXTENSION 1 GRANTED
  • 23 Dec 2025 — SOU EXTENSION 1 FILED
  • 23 Dec 2025 — SOU TEAS EXTENSION RECEIVED
  • 24 Jun 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 29 Apr 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 29 Apr 2025 — PUBLISHED FOR OPPOSITION
  • 23 Apr 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 01 Apr 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 15 Jan 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 15 Jan 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE

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