| Serial Number | 97584888 |
| Word Mark | ADVICE BEYOND RETURN |
| Filing Date | Friday, September 9, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, May 30, 2023 |
| Registration Number | 7068567 |
| Registration Date | Tuesday, May 30, 2023 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, March 14, 2023 |
| Goods and Services | Advice on finance during retirement; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, risk management, tax planning, retirement, and wealth management; Financial analysis and consultation; Financial consultancy; Financial consultation; Financial consulting; Financial due diligence; Financial information; Financial information provided by electronic means; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, risk management, tax planning, retirement, and wealth management; Financial portfolio management; Financial retirement plan consulting services; Financial risk assessment services; Investment advice; Investment advice in the fields of risk management, tax planning, retirement, and wealth management; Investment advisory services; Investment consultation; Investment consultation in the fields of risk management, tax planning, retirement, and wealth management; Investment management in the fields of risk management, tax planning, retirement, and wealth management; Providing financial assessment services to risk management, tax planning, retirement, and wealth management; Providing financial information; Providing financial information via a website; Providing information in the field of finance; Providing information in the field of personal finance |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, September 13, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, August 18, 2022 |
| First Use In Commerce Date | Thursday, August 18, 2022 |
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | Boca Raton, FL 33432 |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | Boca Raton, FL 33432 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Boca Raton, FL 33432 |
| Event Date | Event Description |
| Tuesday, May 30, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, May 30, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, March 14, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 14, 2023 | PUBLISHED FOR OPPOSITION |
| Wednesday, February 22, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, February 9, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, February 9, 2023 | ASSIGNED TO EXAMINER |
| Tuesday, September 13, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, September 13, 2022 | NEW APPLICATION ENTERED |