Legal Representation
Attorney
Sarah Parker
USPTO Deadlines
Next Deadline
1403 days remaining
Section 8 & 9 Renewal Due (Principal Register) (Based on registration date 20091124)
Due Date
November 24, 2029
Grace Period Ends
May 24, 2030
Application History
36 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Dec 4, 2024 | ASCK | I | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | Loading... |
| Oct 3, 2024 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Oct 3, 2024 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Oct 3, 2024 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Sep 22, 2021 | ASGN | I | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | Loading... |
| Dec 8, 2018 | NA89 | E | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | Loading... |
| Dec 8, 2018 | RNL1 | Q | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | Loading... |
| Dec 8, 2018 | 89AG | O | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | Loading... |
| Dec 7, 2018 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Nov 26, 2018 | E89R | I | TEAS SECTION 8 & 9 RECEIVED | Loading... |
| Nov 24, 2018 | REM2 | E | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | Loading... |
| Feb 3, 2016 | NA85 | E | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | Loading... |
| Feb 3, 2016 | C15A | O | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | Loading... |
| Feb 3, 2016 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Nov 24, 2015 | E815 | I | TEAS SECTION 8 & 15 RECEIVED | Loading... |
| Nov 24, 2015 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Oct 31, 2014 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Nov 24, 2009 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Oct 19, 2009 | REGV | O | LAW OFFICE REGISTRATION REVIEW COMPLETED | Loading... |
| Oct 9, 2009 | CNPR | P | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | Loading... |
| Sep 19, 2009 | SUPC | I | STATEMENT OF USE PROCESSING COMPLETE | Loading... |
| Aug 28, 2009 | IUAF | S | USE AMENDMENT FILED | Loading... |
| Sep 19, 2009 | AITU | A | CASE ASSIGNED TO INTENT TO USE PARALEGAL | Loading... |
| Aug 28, 2009 | EISU | I | TEAS STATEMENT OF USE RECEIVED | Loading... |
| Apr 28, 2009 | NOAM | O | NOA MAILED - SOU REQUIRED FROM APPLICANT | Loading... |
| Feb 3, 2009 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Jan 14, 2009 | NPUB | O | NOTICE OF PUBLICATION | Loading... |
| Dec 30, 2008 | PREV | O | LAW OFFICE PUBLICATION REVIEW COMPLETED | Loading... |
| Dec 30, 2008 | ALIE | A | ASSIGNED TO LIE | Loading... |
| Dec 16, 2008 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Dec 16, 2008 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Dec 16, 2008 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Dec 16, 2008 | GNEA | F | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Dec 16, 2008 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Dec 13, 2008 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Sep 15, 2008 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
College counseling services, namely, assisting students in applying for scholarships and financial aid; Financial administration of retirement plans; Financial advisory and consultancy services; Financial evaluation for insurance purposes; Financial management; Financial planning and investment advisory services; 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 portfolio analysis services; Financial portfolio management; Financial risk management; Financial risk management consultation; 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, estate settlement services; Financial trust operations
First Use Anywhere:
Aug 1, 2009
First Use in Commerce:
Aug 1, 2009
Classification
International Classes
036
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"WEALTH MANAGEMENT"