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Trademark

"SOLUTIONS TO OPTIMIZE YOUR FINANCIAL WELL-BEING."

LIVE

Updated: 03 Oct 2017

Serial Number

87371179

Filed: 14 Mar 2017

Registration Number

5301249

Registered: 03 Oct 2017

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Attorney

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Class 036

Financial, monetary, and insurance services

Stylized Words/Letters

Covers exact words in any format

Description

Estate planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial information and advisory services; Financial management; Financial retirement plan consulting services; Insurance brokerage in the field of health insurance; Insurance consulting in the field of health and life insurance; Life insurance brokerage

Trademark Coverage Details

Stylized Words/Letters

Words or letters with a specific styling, font, or arrangement.

Mark Literal Elements: "SOLUTIONS TO OPTIMIZE YOUR FINANCIAL WELL-BEING."

Standard Character Claim: Yes. The mark consists of standard characters without claim to any particular font style, size, or color.

Mark Drawing Type: 4000 - Stylized Words/Letters

For E-commerce Sellers:

This trademark protects the word(s) in ANY font, style, size, or color. Using these exact words for similar products/services may infringe on this trademark regardless of how you display them.

Classification Information

036

Service Class

Financial, monetary, and insurance services

What this class covers:

This class includes banking, investment, real estate, and insurance services. It covers everything from loans and credit cards to property management and fundraising. If money or financial security is involved, it falls under this category. However, business management services belong in Class 35.

In simple terms: Financial services, including banking, insurance, and investments

First Use in Commerce

18 Feb 2017

First Use Anywhere

18 Feb 2017

Legal History

Status DateAction Taken
03 Oct 2022COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
03 Oct 2017REGISTERED-PRINCIPAL REGISTER
18 Jul 2017OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
18 Jul 2017PUBLISHED FOR OPPOSITION
28 Jun 2017NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

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