MISSION: ADVICE YOUR STORY. OUR MISSION. FINANCIAL PLANNING & WEALTH MANAGEMENT

Live / Registered — Registered (as of 21 Jul 2026)

What this means for you

Registered since 21 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 21 Jul 2032: the §8 declaration of use).

Record

Serial number
99375752
Registration number
8351273
Mark type
Design + words
Filed
04 Sept 2025
Published for opposition
02 Jun 2026
Registered
21 Jul 2026
Next maintenance filing
§8 declaration of use, due by 21 Jul 2032 (grace period to 21 Jan 2033)
Attorney of record
Jeremy Peter Green Eche

Goods and services

  • Class 036 — Insurance and financial services: Financial planning; Financial planning consultation; Investment advisory services; Financial services, namely, wealth management services; Providing information in the field of wealth management; Financial portfolio management; Estate planning; Estate trust planning; Providing information in the field of employee financial benefit plans; Consulting and information concerning insurance; Financial planning for retirement
  • Class 041 — Education and entertainment services: On-line journals, namely, blogs featuring finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management; Entertainment services, namely, providing podcasts in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management; Providing on-line videos featuring finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management, not downloadable; Entertainment services, namely, providing webcasts in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management; Providing online non-downloadable e-books in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management; Educational services, namely, conducting courses and seminars in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management and distribution of course and educational materials in connection therewith; Providing on-line courses of instruction in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management via a website; Providing education courses in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management offered through online, non-downloadable videos and instructor assistance; Providing classes, seminars, workshops, presentations and retreats in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management; Professional coaching services in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management; Conducting of conferences in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management

Owner

Prosecution history

  • 21 Jul 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 21 Jul 2026 — REGISTERED-PRINCIPAL REGISTER
  • 02 Jun 2026 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 02 Jun 2026 — PUBLISHED FOR OPPOSITION
  • 27 May 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 04 May 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 03 May 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 02 May 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 02 May 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 04 Feb 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 04 Feb 2026 — NON-FINAL ACTION E-MAILED
  • 04 Feb 2026 — NON-FINAL ACTION WRITTEN
  • 29 Jan 2026 — ASSIGNED TO EXAMINER
  • 28 Jan 2026 — NOTICE OF DESIGN SEARCH CODE E-MAILED
  • 28 Jan 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

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