ENSURING TODAY. SECURING TOMORROW.

Live / Applied — Statement of use — processing complete, to examiner (as of 02 Nov 2026)

What this means for you

Not registered yet, but its 17 Sept 2025 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
99397281
Mark type
Slogan / phrase
Filed
17 Sept 2025
Published for opposition
10 Mar 2026
Attorney of record
Tamar Niv Bessinger

Goods and services

  • Class 035 — Advertising and business services: Retirement plan recordkeeping services
  • Class 036 — Insurance and financial services: Underwriting and administering insurance, namely, life and annuities; providing financial services, namely, investment, administration, distribution and overseeing of investment vehicles, namely, mutual funds and annuities, to sponsors and participants of retirement and deferred compensation plans and to the general public; providing financial services, namely, investment, administration, distribution and management of assets to individual and institutional investors, through a range of registered and unregistered investment vehicles, joint ventures and other structures across a variety of asset classes, namely, equity, fixed income, real estate and alternative investment strategies; investment advisory services for a variety of investment vehicles, namely, mutual funds, annuities, IRAs and managed account programs

Owner

Prosecution history

  • 03 Nov 2026 — STATEMENT OF USE PROCESSING COMPLETE
  • 02 Nov 2026 — USE AMENDMENT FILED
  • 02 Nov 2026 — TEAS STATEMENT OF USE RECEIVED
  • 05 May 2026 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 10 Mar 2026 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 10 Mar 2026 — PUBLISHED FOR OPPOSITION
  • 04 Mar 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 13 Feb 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 10 Feb 2026 — ASSIGNED TO EXAMINER
  • 09 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 17 Sept 2025 — APPLICATION FILING RECEIPT MAILED
  • 17 Sept 2025 — NEW APPLICATION ENTERED

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