TTA

USPTO Trademark Record

REGISTERED

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

Q: Who owns the T TAX- EFFICIENT STRATEGIES R RISK & INVESTMENT MANAGEMENT U UNDERSTANDING MEDICARE AND LONG-TERM CARE S STRATEGIC INCOME PLANNING T TRANSFER OF WEALTH trademark?

The T TAX- EFFICIENT STRATEGIES R RISK & INVESTMENT MANAGEMENT U UNDERSTANDING MEDICARE AND LONG-TERM CARE S STRATEGIC INCOME PLANNING T TRANSFER OF WEALTH trademark is owned by Jones Advisory Group.

Q: What class is the T TAX- EFFICIENT STRATEGIES R RISK & INVESTMENT MANAGEMENT U UNDERSTANDING MEDICARE AND LONG-TERM CARE S STRATEGIC INCOME PLANNING T TRANSFER OF WEALTH trademark registered in?

The T TAX- EFFICIENT STRATEGIES R RISK & INVESTMENT MANAGEMENT U UNDERSTANDING MEDICARE AND LONG-TERM CARE S STRATEGIC INCOME PLANNING T TRANSFER OF WEALTH trademark is registered in Class 036 (Insurance, financial & real estate services).

Q: What is the serial number for T TAX- EFFICIENT STRATEGIES R RISK & INVESTMENT MANAGEMENT U UNDERSTANDING MEDICARE AND LONG-TERM CARE S STRATEGIC INCOME PLANNING T TRANSFER OF WEALTH?

The USPTO serial number for T TAX- EFFICIENT STRATEGIES R RISK & INVESTMENT MANAGEMENT U UNDERSTANDING MEDICARE AND LONG-TERM CARE S STRATEGIC INCOME PLANNING T TRANSFER OF WEALTH is 99217147.

SN 99217147·Reg 8133614·Filed Jun 04, 2025

Owner Jones Advisory Group

Financial, monetary and banking services; insurance services; real estate services.

T TAX- EFFICIENT STRATEGIES R RISK & INVESTMENT MANAGEMENT U UNDERSTANDING MEDICARE AND LONG-TERM CARE S STRATEGIC INCOME PLANNING T TRANSFER OF WEALTH (Serial No. 99217147), Registration No. 8133614, is a registered US trademark filed on Jun 04, 2025 by Jones Advisory Group. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: February 10, 2032

Mark Intelligence

T TAX- EFFICIENT STRATEGIES R RISK & INVESTMENT MANAGEMENT U UNDERSTANDING MEDICARE AND LONG-TERM CARE S STRATEGIC INCOME PLANNING T TRANSFER OF WEALTH (Reg. #8133614) is a registered US trademark that has been protecting its owner, Jones Advisory Group, since 2025. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.

FILED

Jun 04, 2025

SERIAL

99217147

REG#

8133614

REGISTERED

Feb 10, 2026

Owner

Applicant

Jones Advisory Group

Entity

LLC

State

Address

626 SW Governor Place, Topeka, KS, 66606

Attorney

NameGlenn K. Robbins II

Law firm

Glenn K. Robbins II Spencer Fane LLP

Docket

5525820-3

Address

1 North Brentwood Boulevard, Suite 1200, St. Louis, MO 63105, United States

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Filing Information

StatusREGISTERED

Filing DateJun 04, 2025

Serial Number99217147

Registration No.8133614

Registration DateFeb 10, 2026

Status DateFeb 10, 2026

Published for OppositionDec 23, 2025

Mark TypeDesign with words

Attorney Docket5525820-3

Status DescriptionLive and registered

Filing Signals

FILED

2025

YEARS AGO

CLASSES

MADRID FILINGS

—

Opposed 1× during prosecution

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Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Jun 01, 2025

First use in commerce: Jun 01, 2025

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

Status History

17 events

REGISTERED-PRINCIPAL REGISTER

Feb 10, 2026

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Feb 10, 2026

NOTICE OF REGISTRATION CONFIRMATION EMAILED

PUBLISHED FOR OPPOSITION

Dec 23, 2025

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Dec 23, 2025

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Dec 17, 2025

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Nov 25, 2025

APPROVED FOR PUB - PRINCIPAL REGISTER

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Nov 11, 2025

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Nov 11, 2025

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Nov 11, 2025

TEAS/EMAIL CORRESPONDENCE ENTERED

NON-FINAL ACTION WRITTEN

Oct 30, 2025

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Oct 30, 2025

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Oct 30, 2025

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Oct 23, 2025

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Oct 09, 2025

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NOTICE OF DESIGN SEARCH CODE E-MAILED

Oct 09, 2025

NOTICE OF DESIGN SEARCH CODE E-MAILED

NEW APPLICATION ENTERED

Jun 04, 2025

NEW APPLICATION ENTERED

APPLICATION FILING RECEIPT MAILED

Jun 04, 2025

APPLICATION FILING RECEIPT MAILED

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

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Other Marks by Jones Advisory Group

Other Marks in Class 036 — Insurance, financial & real estate services

Other Marks by Glenn K. Robbins II

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