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Live/Registered
REGISTERED

on 05 Sep 2023

Last Applicant/ Owned by

245 Riverside Ave. Ste 100

Jacksonville

FL

32202

Serial Number

97526612 filed on 29th Jul 2022

Registration Number

7156788 registered on 05th Sep 2023

in the Principal Register

Correspondent Address

Joseph Luna

JOSEPH LUNA

1 INDEPENDENT DRIVE STE. 1400

JACKSONVILLE, FL 32202

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

NO DATA

SS

Business planning; Business succession planning Estate planning; Financial planning and investment advisory services; Financial planning, namely, advisory services for individuals in the field of asset management, college education planning, retirement planning, insurance planning, portfolio planning; Advice on finance during retirement; Advisory services in the field of employee benefits for gro Read More

Classification Information


Class [036]
Insurance & Financial Services


Estate planning; Financial planning and investment advisory services; Financial planning, namely, advisory services for individuals in the field of asset management, college education planning, retirement planning, insurance planning, portfolio planning; Advice on finance during retirement; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Financial planning for retirement; Providing counseling and consulting in the field of healthcare insurance benefits


First Use Date in General

01st Jun 2022

First Use Date in Commerce

01st Jun 2022

Class [035]
Advertising, Business & Retail Services


Business planning; Business succession planning


First Use Date in General

01st Jun 2022

First Use Date in Commerce

01st Jun 2022

Mark Details


Serial Number

No 97526612

Mark Type

No Service Mark

Attorney Docket Number

No

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Design Code(s)

07.09.03 -

Columns

24.15.03 -

Arrows formed by words, letters, numbers or punctuation

26.17.01 -

Straight line(s), band(s) or bar(s)

26.17.04 -

Vertical line(s), band(s) or bar(s)

Legal History


Status DateAction Taken
05th Sep 2023REGISTERED-PRINCIPAL REGISTER
05th Sep 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
20th Jun 2023PUBLISHED FOR OPPOSITION
20th Jun 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
31st May 2023NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
16th May 2023ASSIGNED TO EXAMINER
16th May 2023APPROVED FOR PUB - PRINCIPAL REGISTER
23rd Aug 2022NOTICE OF DESIGN SEARCH CODE E-MAILED
20th Aug 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
02th Aug 2022NEW APPLICATION ENTERED