T TAX- EFFICIENT STRATEGIES R RISK & INVESTMENT MANAGEMENT U UNDERSTANDING MEDICARE AND LONG-TERM CARE S STRATEGIC INCOME PLANNING T TRANSFER OF WEALTH

Serial Number 99217147
630

Registration Progress

Application Filed
Jun 4, 2025
Under Examination
Approved for Publication
Published for Opposition
Registered

Trademark Image

T TAX- EFFICIENT STRATEGIES R RISK & INVESTMENT MANAGEMENT U UNDERSTANDING MEDICARE AND LONG-TERM CARE S STRATEGIC INCOME PLANNING T TRANSFER OF WEALTH

Basic Information

Serial Number
99217147
Filing Date
June 4, 2025
Drawing Code
0

Status Summary

Current Status
Active
Status Code
630
Status Date
Jun 4, 2025
Application
Pending
Classes
036

Rights Holder

Jones Advisory Group

16
Address
626 SW Governor Place
Topeka, KS 66606

Ownership History

Jones Advisory Group

Original Applicant
16
Topeka, KS

Legal Representation

Attorney
Glenn K. Robbins II

Detailed Classifications

Class 036
Financial advice relating to income tax; Investment management; Financial risk management; Long-term care insurance underwriting; Social security and Medicare claims administration and consulting services rendered to individuals; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, wealth management services
First Use Anywhere: Jun 1, 2025
First Use in Commerce: Jun 1, 2025

Additional Information

Design Mark
The mark consists of five rectangles arranged side by side in a horizontal row in midnight blue, each rectangle having a pewter square at the top. Inside each square is a spelling the word "TRUST" from left to right in midnight blue. The first rectangle contains the letter "T" above the white wording "TAX-EFFICIENT STRATEGIES" The second rectangle contains the letter "R" above the white wording "RISK & INVESTMENT MANAGEMENT" The third rectangle contains the letter "U" above the white wording "UNDERSTANDING MEDICARE AND LONG-TERM CARE" The fourth rectangle contains the letter "S" above the white wording "STRATEGIC INCOME PLANNING" The fifth rectangle contains the letter "T" above the white wording "TRANSFER OF WEALTH".
Color Claim
The color(s) Midnight Blue, Pewter, White is/are claimed as a feature of the mark.

Classification

International Classes
036