TrademarkDir
FINANCIAL SECURITY METHOD
LIVE

Serial Number

87726008

Owner

Gilbert & Cook, Inc.

Attorney

Joshua J. Conley

First Use Date

Jan 1, 2012

Filing Date

Dec 19, 2017

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FINANCIAL SECURITY METHOD Trademark

Serial Number: 87726008 • Registration: 5658130

FINANCIAL SECURITY METHOD is a trademark filed by Gilbert & Cook, Inc. on December 19, 2017. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Gilbert & Cook, Inc. (3 trademarks)

5058 Grand Ridge Drive
West Des Moines, IA 50265

Entity Type: 03

Trademark Details

Filing Date

December 19, 2017

Registration Date

January 15, 2019

First Use Anywhere

January 1, 2012

First Use in Commerce

January 1, 2012

Goods & Services

Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial advice, namely, budget planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial retirement plan consulting services; Financial trust planning

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
May 27, 2025 NAS8
REGISTERED - SEC. 8 (6-YR) ACCEPTED
May 27, 2025 8.OK
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
May 26, 2025 APRE
TEAS SECTION 8 RECEIVED
Jan 14, 2025 ES8R
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Jan 15, 2024 REM1
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Sep 8, 2023 EWAF
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Sep 8, 2023 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Sep 8, 2023 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Sep 8, 2023 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Sep 8, 2023 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Sep 8, 2023 COAR
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Dec 4, 2021 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Dec 4, 2021 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Dec 4, 2021 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Mar 14, 2019 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Mar 14, 2019 COAR
REGISTERED-SUPPLEMENTAL REGISTER
Jan 15, 2019 R.SR
LAW OFFICE PUBLICATION REVIEW COMPLETED
Dec 11, 2018 PREV
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Nov 30, 2018 CNTA
TEAS/EMAIL CORRESPONDENCE ENTERED
Nov 19, 2018 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Nov 19, 2018 CRFA
ASSIGNED TO LIE
Nov 16, 2018 ALIE
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Nov 5, 2018 TROA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Nov 1, 2018 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Nov 1, 2018 REAP
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Oct 24, 2018 GNRN
NON-FINAL ACTION E-MAILED
Oct 24, 2018 GNRT
NON-FINAL ACTION WRITTEN
Oct 24, 2018 CNRT
TEAS/EMAIL CORRESPONDENCE ENTERED
Sep 7, 2018 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Sep 6, 2018 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Sep 6, 2018 TROA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jul 9, 2018 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jul 9, 2018 REAP
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Apr 11, 2018 GNRN
NON-FINAL ACTION E-MAILED
Apr 11, 2018 GNRT
NON-FINAL ACTION WRITTEN
Apr 11, 2018 CNRT
ASSIGNED TO EXAMINER
Mar 29, 2018 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jan 5, 2018 NWOS
NEW APPLICATION ENTERED
Dec 22, 2017 NWAP

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