| Serial Number | 99227144 |
| Word Mark | M+ |
| Filing Date | Tuesday, June 10, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Thursday, November 6, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Financial planning services, namely, providing advice relating to investments, asset management, cash management; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; providing stock/securities market information; brokerage in the field of stocks, mutual funds and other securities; mutual fund investment and mutual fund distribution; investment fund transfer and transaction services; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; financial trust operations; trust services, namely, investment and trust company services; insurance brokerage services, investment management of and distribution of annuities; investment services, namely, financial asset acquisition, consultation, development and management services |
| Description of Mark | The mark consists of a dark plus symbol or equal legged cross on a white background and centered and fully enclosed within a dark circle, wherein a lighter color "M" letter is draped over the cross such that the center "V" portion of the "M" letter is supported by and positioned in front of the cental cross arm with the two outer "M" legs positioned behind the two side arms of the cross. |
| 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, June 10, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, May 9, 2025 |
| First Use In Commerce Date | Friday, May 9, 2025 |
| Party Name | Jeff Roberts & Associates |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Birmingham, AL 35244 |
| Event Date | Event Description |
| Tuesday, June 10, 2025 | NEW APPLICATION ENTERED |
| Tuesday, June 10, 2025 | APPLICATION FILING RECEIPT MAILED |
| Thursday, October 16, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, October 16, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, October 29, 2025 | ASSIGNED TO EXAMINER |
| Thursday, November 6, 2025 | NON-FINAL ACTION WRITTEN |
| Thursday, November 6, 2025 | NON-FINAL ACTION E-MAILED |
| Thursday, November 6, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, February 4, 2026 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Wednesday, February 4, 2026 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |