| Serial Number | 78864740 |
| Word Mark | HELPING CLIENTS ACHIEVE AND MAINTAIN FINANCIAL INDEPENDENCE |
| Filing Date | Wednesday, April 19, 2006 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Saturday, June 24, 2017 |
| Registration Number | 3211139 |
| Registration Date | Tuesday, February 20, 2007 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, December 5, 2006 |
| Goods and Services | Financial planning, namely the creation of personalized strategies to achieve financial independence |
| Disclaimer with Predetermined Text | "financial independence" |
| 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 | Wednesday, April 26, 2006 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, April 1, 2006 |
| First Use In Commerce Date | Wednesday, April 19, 2006 |
| Party Name | MERCER ADVISORS INC. |
| Party Type | 33 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | DENVER, CO 80202 |
| Party Name | TRAUST SOLLUS WEALTH MANAGEMENT, LLC |
| Party Type | 32 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | PRINCETON, NJ 08540 |
| Party Name | TRAUST SOLLUS WEALTH MANAGEMENT, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | PRINCETON, NJ 08540 |
| Party Name | Zdenek Financial Planning, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Flemington, NJ 08822 |
| Party Name | Zdenek Financial Planning, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Flemington, NJ 08822 |
| Party Name | Zdenek Financial Planning, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Flemington, NJ 08822 |
| Event Date | Event Description |
| Wednesday, May 17, 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Wednesday, May 17, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, May 17, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, May 17, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, May 17, 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Wednesday, October 9, 2019 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Saturday, June 24, 2017 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Saturday, June 24, 2017 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Saturday, June 24, 2017 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Saturday, June 24, 2017 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, May 12, 2017 | TEAS SECTION 8 & 9 RECEIVED |
| Saturday, February 20, 2016 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Monday, March 11, 2013 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| Monday, March 11, 2013 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Monday, March 11, 2013 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, February 20, 2013 | TEAS SECTION 8 RECEIVED |
| Friday, December 3, 2010 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, September 1, 2010 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, February 20, 2007 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, December 5, 2006 | PUBLISHED FOR OPPOSITION |
| Wednesday, November 15, 2006 | NOTICE OF PUBLICATION |
| Monday, October 9, 2006 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Monday, October 2, 2006 | ASSIGNED TO LIE |
| Monday, September 25, 2006 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, September 25, 2006 | ASSIGNED TO EXAMINER |
| Wednesday, April 26, 2006 | NEW APPLICATION ENTERED |