Legal Representation
Attorney
Daniel E. Kattman, Esq.
USPTO Deadlines
Next Deadline
1362 days remaining
Section 8 & 9 (20-Year) Renewal Due (Based on registration date 2009-04-28)
Due Date
April 28, 2029
Grace Period Ends
October 28, 2029
Application History
29 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Feb 3, 2021 | ASGN | I | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | Loading... |
| May 12, 2018 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| May 12, 2018 | 89AG | O | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | Loading... |
| May 12, 2018 | RNL1 | Q | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | Loading... |
| May 12, 2018 | NA89 | E | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | Loading... |
| May 2, 2018 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| May 2, 2018 | E89R | I | TEAS SECTION 8 & 9 RECEIVED | Loading... |
| Apr 28, 2018 | REM2 | E | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | Loading... |
| Dec 14, 2017 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Dec 14, 2017 | COAR | I | TEAS CHANGE OF OWNER ADDRESS RECEIVED | Loading... |
| Dec 14, 2017 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | Loading... |
| Apr 15, 2015 | NA85 | E | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | Loading... |
| Apr 14, 2015 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Apr 14, 2015 | C15A | O | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | Loading... |
| Apr 2, 2015 | E815 | I | TEAS SECTION 8 & 15 RECEIVED | Loading... |
| Apr 28, 2009 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Feb 10, 2009 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Jan 21, 2009 | NPUB | O | NOTICE OF PUBLICATION | Loading... |
| Jan 5, 2009 | ALIE | A | ASSIGNED TO LIE | Loading... |
| Jan 5, 2009 | PREV | O | LAW OFFICE PUBLICATION REVIEW COMPLETED | Loading... |
| Dec 20, 2008 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Dec 19, 2008 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Dec 19, 2008 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Dec 19, 2008 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Jun 19, 2008 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Jun 19, 2008 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Jun 19, 2008 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Jun 12, 2008 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Mar 7, 2008 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 035
Providing business succession planning, tax and taxation planning, advice, information and consulting services
First Use Anywhere:
Jan 1, 1999
First Use in Commerce:
Sep 30, 2005
Class 036
Financial services, namely, providing investment management, financial planning, estate planning, insurance planning and review of current policies; charitable services, namely, developing and managing charitable giving programs on behalf of individuals
First Use Anywhere:
Jan 1, 1999
First Use in Commerce:
Sep 30, 2005
Classification
International Classes
035
036
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
General Disclaimer
"WEALTH MANAGEMENT"