BEE

Live / Registered — Registered (as of 28 Jul 2026)

What this means for you

Registered since 28 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 28 Jul 2032: the §8 declaration of use).

Record

Serial number
98664697
Registration number
8362970
Mark type
Design + words
Filed
24 Jul 2024
Published for opposition
09 Jun 2026
Registered
28 Jul 2026
Next maintenance filing
§8 declaration of use, due by 28 Jul 2032 (grace period to 28 Jan 2033)
Attorney of record
Keith. W. Medansky

Goods and services

  • Class 036 — Insurance and financial services: Financial investment services for retirement plans; Financial management; Financial consultancy services; Banking and financial advisory services for retirement; Personal financial investment advisory services for retirement; Financial planning services for retirement; Financial advice for retirement; Financial management of pensions; Personal financial planning services for retirement; Financial planning for retirement; Pension fund financial management; financial planning in the field of pension funds; Pension planning, namely, pension fund investment management, financial planning in the field of pensions; Pension services, namely, financial planning in the field of pension funds; Pension fund services, namely, financial planning of employee pension plans; Pension fund administration being financial management; Pension fund management being financial management; Monitoring of pension funds, namely, financial management of pension funds; Pension plan services, namely, financial management of pension funds; Administration of pension schemes, namely, financial management of pension plans; Pension investment management; Pension fund investment management; Financial management of employee pension plans; Pension planning services being financial planning services; Financial services relating to pensions, namely, financial consultation services relating to pension plans; Financial advice relating to pensions; Planning services relating to pensions, namely, financial planning; Financial advisory services relating to retirement plans; Funds investment for retirement; Financial management of funds for retirement

Owner

Prosecution history

  • 28 Jul 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 28 Jul 2026 — REGISTERED-PRINCIPAL REGISTER
  • 09 Jun 2026 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 09 Jun 2026 — PUBLISHED FOR OPPOSITION
  • 03 Jun 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 09 May 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 07 May 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 07 May 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 07 May 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 06 Feb 2026 — APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
  • 06 Feb 2026 — APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
  • 07 Nov 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 07 Nov 2025 — NON-FINAL ACTION E-MAILED
  • 07 Nov 2025 — NON-FINAL ACTION WRITTEN
  • 27 Aug 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED

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