LIVE. GIVE. LEAVE.

Live / Registered — Registered (as of 18 Aug 2026)

What this means for you

Registered since 18 Aug 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 18 Aug 2032: the §8 declaration of use).

Record

Serial number
98913142
Registration number
8404540
Mark type
Word mark
Filed
19 Dec 2024
Published for opposition
30 Sept 2025
Registered
18 Aug 2026
Next maintenance filing
§8 declaration of use, due by 18 Aug 2032 (grace period to 18 Feb 2033)
Attorney of record
Nicholas Belcastro

Goods and services

  • Class 036 — Insurance and financial services: Estate planning; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning; Financial planning and investment advisory services; Financial services, namely, wealth management services; Investment consultation

Owner

Prosecution history

  • 18 Aug 2026 — REGISTERED-PRINCIPAL REGISTER
  • 26 Jul 2026 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 26 Jul 2026 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 07 Jul 2026 — STATEMENT OF USE PROCESSING COMPLETE
  • 22 Apr 2026 — USE AMENDMENT FILED
  • 22 Apr 2026 — TEAS STATEMENT OF USE RECEIVED
  • 22 Apr 2026 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 22 Apr 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 22 Apr 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 22 Apr 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 25 Nov 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 30 Sept 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 30 Sept 2025 — PUBLISHED FOR OPPOSITION
  • 24 Sept 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 28 Aug 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER

View this trademark record on Rightsy