Legal Representation
Attorney
Joanne L. Grimes
USPTO Deadlines
Next Deadline
106 days remaining
Section 8 & 9 (20-Year) Renewal Due (Based on registration date 2005-11-01)
Due Date
November 01, 2025
Grace Period Ends
May 01, 2026
Application History
23 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jun 7, 2025 | NA89 | E | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | Loading... |
| Jun 7, 2025 | RNL2 | Q | REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS) | Loading... |
| Jun 7, 2025 | 89AG | O | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | Loading... |
| Jun 7, 2025 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Dec 30, 2024 | E89R | I | TEAS SECTION 8 & 9 RECEIVED | Loading... |
| Nov 1, 2024 | REM2 | E | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | Loading... |
| Aug 22, 2015 | NA89 | E | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | Loading... |
| Aug 22, 2015 | RNL1 | Q | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | Loading... |
| Aug 22, 2015 | 89AG | O | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | Loading... |
| Aug 21, 2015 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Jul 27, 2015 | E89R | I | TEAS SECTION 8 & 9 RECEIVED | Loading... |
| Sep 13, 2011 | NA85 | E | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | Loading... |
| Sep 13, 2011 | C15A | O | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | Loading... |
| Sep 13, 2011 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Aug 4, 2011 | E815 | I | TEAS SECTION 8 & 15 RECEIVED | Loading... |
| Nov 1, 2005 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Aug 9, 2005 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Jul 20, 2005 | NPUB | O | NOTICE OF PUBLICATION | Loading... |
| Apr 21, 2005 | PREV | O | LAW OFFICE PUBLICATION REVIEW COMPLETED | Loading... |
| Apr 15, 2005 | ALIE | A | ASSIGNED TO LIE | Loading... |
| Apr 14, 2005 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Apr 13, 2005 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Sep 21, 2004 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
banking and financial services, namely, financial planning services featuring a specified asset allocation strategy; investment allocation advice and management of portfolios of mutual funds, stocks and bonds, insurance and annuity contracts and/or group and individual retirement plans; and providing retirement plans to record-keepers, trust companies, brokerage companies, insurance companies, registered investment advisors and mutual fund companies
First Use Anywhere:
May 3, 2001
First Use in Commerce:
May 3, 2001
Classification
International Classes
036