Legal Representation
Attorney
Jordan Arnot Leahey
USPTO Deadlines
Next Deadline
1784 days remaining
Section 8 & 9 Renewal Due (Principal Register) (20-Year) (Based on R.PRA event 2010-11-23)
Due Date
November 23, 2030
Grace Period Ends
May 23, 2031
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
41 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Mar 15, 2022 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Mar 15, 2022 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Mar 15, 2022 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Jan 21, 2022 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Jan 21, 2022 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Jan 21, 2022 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Dec 8, 2021 | ASGN | I | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | Loading... |
| Aug 30, 2020 | NA89 | E | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | Loading... |
| Aug 30, 2020 | RNL1 | Q | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | Loading... |
| Aug 30, 2020 | 89AG | O | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | Loading... |
| Aug 30, 2020 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Jul 21, 2020 | E89R | I | TEAS SECTION 8 & 9 RECEIVED | Loading... |
| Nov 23, 2019 | REM2 | E | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | Loading... |
| Dec 20, 2016 | NA85 | E | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | Loading... |
| Dec 20, 2016 | C15P | O | REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | Loading... |
| Dec 20, 2016 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Oct 11, 2016 | E815 | I | TEAS SECTION 8 & 15 RECEIVED | Loading... |
| Nov 23, 2015 | REM1 | E | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | Loading... |
| Mar 12, 2014 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Mar 12, 2014 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Feb 21, 2012 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Nov 26, 2011 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Aug 30, 2011 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Nov 23, 2010 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Sep 7, 2010 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Sep 7, 2010 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Aug 2, 2010 | PREV | O | LAW OFFICE PUBLICATION REVIEW COMPLETED | Loading... |
| Aug 2, 2010 | ALIE | A | ASSIGNED TO LIE | Loading... |
| Jul 19, 2010 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Jul 19, 2010 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Jul 19, 2010 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Jul 19, 2010 | GNEA | F | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Jul 19, 2010 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Jul 16, 2010 | AAUA | E | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED | Loading... |
| Jul 15, 2010 | IUAA | P | USE AMENDMENT ACCEPTED | Loading... |
| Jul 14, 2010 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jun 22, 2010 | AUPC | I | AMENDMENT TO USE PROCESSING COMPLETE | Loading... |
| Jun 22, 2010 | IUAF | S | USE AMENDMENT FILED | Loading... |
| Jun 21, 2010 | EAAU | I | TEAS AMENDMENT OF USE RECEIVED | Loading... |
| Apr 15, 2010 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Apr 13, 2010 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial services of brokers selling mutual funds to employer-sponsored 401(k) plans and other defined contribution plans subject to ERISA (Employee Retirement Income Security Act of 1974), namely, providing investment-related support and information to the plan sponsor and the plan's fiduciaries with respect to their duty to select, monitor and replace funds in the plan's investment menu, providing financial counseling, financial retirement planning services and asset allocation assistance to plan participants, and partnering with the plan sponsor to promote, facilitate and encourage retirement savings to plan participants
First Use Anywhere:
May 5, 2010
First Use in Commerce:
May 5, 2010
Class 041
[ Educational services provided to 401(k) plan sponsors and plan fiduciaries, namely, training with respect to their investment-related and disclosure-related duties under ERISA, and providing educational services, namely, seminars in the field of investments and retirement planning ]
First Use Anywhere:
May 5, 2010
First Use in Commerce:
May 5, 2010
Classification
International Classes
036
041
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
General Disclaimer
"ADVISOR" AND "401(K)"