Legal Representation
Attorney
Gail Podolsky
USPTO Deadlines
Next Deadline
852 days remaining
Section 8 & 9 (20-Year) Renewal Due (Based on registration date 2007-11-13)
Due Date
November 13, 2027
Grace Period Ends
May 13, 2028
Application History
33 events| Date | Code | Type | Description |
|---|---|---|---|
| Jun 13, 2024 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Jun 13, 2024 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Jun 13, 2024 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| May 20, 2017 | RNL1 | Q | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| May 20, 2017 | 89AG | O | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| May 20, 2017 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| May 20, 2017 | NA89 | E | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Mar 24, 2017 | E89R | I | TEAS SECTION 8 & 9 RECEIVED |
| Nov 13, 2016 | REM2 | E | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| May 8, 2016 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Jul 10, 2015 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Jan 24, 2013 | C15A | O | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Jan 24, 2013 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Jan 24, 2013 | NA85 | E | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Jan 7, 2013 | E815 | I | TEAS SECTION 8 & 15 RECEIVED |
| Nov 13, 2007 | R.PR | A | REGISTERED-PRINCIPAL REGISTER |
| Aug 28, 2007 | PUBO | A | PUBLISHED FOR OPPOSITION |
| Aug 8, 2007 | NPUB | O | NOTICE OF PUBLICATION |
| Jul 24, 2007 | PREV | O | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Jul 19, 2007 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Jul 12, 2007 | ACEC | I | AMENDMENT FROM APPLICANT ENTERED |
| Jul 12, 2007 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Jul 11, 2007 | I | PAPER RECEIVED | |
| Feb 15, 2007 | GNFR | O | FINAL REFUSAL E-MAILED |
| Feb 15, 2007 | CNFR | R | FINAL REFUSAL WRITTEN |
| Jan 26, 2007 | ALIE | A | ASSIGNED TO LIE |
| Jan 26, 2007 | ACEC | I | AMENDMENT FROM APPLICANT ENTERED |
| Dec 28, 2006 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Dec 28, 2006 | I | PAPER RECEIVED | |
| Jun 28, 2006 | GNRT | F | NON-FINAL ACTION E-MAILED |
| Jun 28, 2006 | CNRT | R | NON-FINAL ACTION WRITTEN |
| Jun 27, 2006 | DOCK | D | ASSIGNED TO EXAMINER |
| Jan 11, 2006 | NWAP | I | NEW APPLICATION ENTERED |
Detailed Classifications
Class 036
financial services, namely, financial planning; financial advisory services; financial management services; customized financial management; asset management; investment management; investment consultation; fund investment services; online fund investment services; investment brokerage services; online investment brokerage services; money market account services; mutual fund administration and brokerage services; trust services, namely, investment services and trust company services; record keeping and reporting services, namely, safekeeping, investing and managing assets, executing and settling securities trades, corporate financial action reporting and management, financial transaction processing, tracking and reporting financial account, asset and financial transaction information, online financial account services, preparing account statements and summaries; retirement planning; college tuition planning; fund investment services in the nature of providing individual retirement accounts, 529 education savings plans, and Uniform Gifts to Minors Act accounts; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; providing on-line financial calculators; investment management and distribution of annuities; providing information in the fields of finance, investments, asset management, and financial planning, via the internet, global networks, telephone, facsimile and/or any other means
First Use Anywhere:
19990600
First Use in Commerce:
19990600
Classification
International Classes
036
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"INVESTMENTS"
USPTO Documents
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