Trademark: 87151658
Word
PASSIONATE ABOUT HELPING PEOPLE SUCCEED.
Status Date
Wednesday, November 30, 2022
Registration Number
5171325
Registration Date
Tuesday, March 28, 2017
Filing Date
Friday, August 26, 2016
Published for Opposition
Tuesday, January 10, 2017
36 Investment management and advising; financial planning; wealth management planning; providing fiduciary investment advice services to corporate retirement and deferred compensation plan trustees and plan participants; providing information and data about financial retirement plans to the third party administrators of the plans; providing consultation services and advice to individuals regarding disability, life, long term care, personal liability, home owners, automobile, and medical insurance; insurance brokerage in the fields of disability, life, and long-term care insurance policies; providing analysis, advice, and recommendations in the fields of financial advice regarding budgeting, cash management, balancing current lifestyle and future goals, preparations for retirement and college funding; providing financial analysis and advice regarding income tax implications of financial planning and investment; and assisting individuals with estate planning documents
Nov 30, 2022
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Nov 30, 2022
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Nov 30, 2022
Case Assigned To Post Registration Paralegal
May 25, 2022
Automatic Update Of Assignment Of Ownership
May 18, 2022
Teas Section 8 & 15 Received
Mar 28, 2022
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Mar 28, 2017
Registered-Principal Register
Jan 10, 2017
Official Gazette Publication Confirmation E-Mailed
Jan 10, 2017
Published For Opposition
Dec 21, 2016
Notification Of Notice Of Publication E-Mailed
Dec 7, 2016
Approved For Pub - Principal Register
Dec 7, 2016
Assigned To Examiner
Aug 31, 2016
New Application Office Supplied Data Entered In Tram
Aug 30, 2016
New Application Entered In Tram
Trademark Alertz updated from USPTO on 2030-01-24
