Legal Representation
Attorney
Jennifer E. Schlatter
USPTO Deadlines
Next Deadline
3030 days remaining
Section 8 & 9 Renewal Due (Principal Register) (Based on registration date 20140513)
Due Date
May 13, 2034
Grace Period Ends
November 13, 2034
Application History
50 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Oct 23, 2025 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Oct 23, 2025 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Oct 23, 2025 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Aug 1, 2024 | NAS8 | E | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | Loading... |
| Aug 1, 2024 | RNL1 | Q | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | Loading... |
| Aug 1, 2024 | 9G8P | O | REGISTERED - SEC. 9 GRANTED/CHECK RECORD FOR SEC. 8 | Loading... |
| Aug 1, 2024 | 8PRT | O | REGISTERED - PARTIAL SEC. 8 (10-YR) ACCEPTED | Loading... |
| Aug 1, 2024 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| May 13, 2024 | E89R | I | TEAS SECTION 8 & 9 RECEIVED | Loading... |
| May 13, 2023 | REM2 | E | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | Loading... |
| Feb 17, 2021 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | Loading... |
| Feb 17, 2021 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Feb 17, 2021 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Feb 17, 2021 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Feb 17, 2021 | COAR | I | TEAS CHANGE OF OWNER ADDRESS RECEIVED | Loading... |
| Oct 30, 2020 | NA85 | E | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | Loading... |
| Oct 30, 2020 | C15A | O | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | Loading... |
| Oct 29, 2020 | EROP | I | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED | Loading... |
| Jul 30, 2020 | PR23 | O | POST REGISTRATION ACTION MAILED - SEC. 8 & 15 | Loading... |
| Jul 30, 2020 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| May 13, 2020 | E815 | I | TEAS SECTION 8 & 15 RECEIVED | Loading... |
| May 13, 2020 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | Loading... |
| May 13, 2020 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| May 13, 2020 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| May 13, 2020 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| May 13, 2020 | COAR | I | TEAS CHANGE OF OWNER ADDRESS RECEIVED | Loading... |
| May 13, 2019 | REM1 | E | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | Loading... |
| Aug 10, 2016 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Aug 10, 2016 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| May 13, 2014 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Apr 8, 2014 | SUNA | E | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | Loading... |
| Apr 7, 2014 | REGV | O | LAW OFFICE REGISTRATION REVIEW COMPLETED | Loading... |
| Apr 4, 2014 | CNPR | P | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | Loading... |
| Apr 3, 2014 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Apr 3, 2014 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Mar 26, 2014 | ALIE | A | ASSIGNED TO LIE | Loading... |
| Mar 26, 2014 | ERFR | I | TEAS REQUEST FOR RECONSIDERATION RECEIVED | Loading... |
| Sep 30, 2013 | GNFN | O | NOTIFICATION OF FINAL REFUSAL EMAILED | Loading... |
| Sep 30, 2013 | GNFR | O | FINAL REFUSAL E-MAILED | Loading... |
| Sep 30, 2013 | CNFR | W | SU - FINAL REFUSAL - WRITTEN | Loading... |
| Sep 25, 2013 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Sep 25, 2013 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Sep 18, 2013 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Aug 15, 2013 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Aug 15, 2013 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Mar 19, 2013 | CNRT | O | NON-FINAL ACTION MAILED | Loading... |
| Mar 19, 2013 | CNRT | W | SU - NON-FINAL ACTION - WRITTEN | Loading... |
| Feb 26, 2013 | SUPC | I | STATEMENT OF USE PROCESSING COMPLETE | Loading... |
| Feb 23, 2013 | IUAF | S | USE AMENDMENT FILED | Loading... |
| Feb 24, 2013 | EISU | I | TEAS STATEMENT OF USE RECEIVED | Loading... |
Detailed Classifications
Class 009
Electronic publications recorded on computer media, namely, books, workbooks, and pamphlets in the fields of financial planning, wealth management, and investment management; electronic publications recorded on computer media, namely, books, workbooks, and pamphlets that advise and teach consumers methods of financial planning that will increase their wealth and prosperity
First Use Anywhere:
Jun 11, 2010
First Use in Commerce:
Jun 11, 2010
Class 016
Books, workbooks and pamphlets in the field of financial planning, wealth management, and investment management; books, workbooks and pamphlets that advise and teach consumers methods of financial planning that will increase their wealth and prosperity
First Use Anywhere:
Jun 11, 2010
First Use in Commerce:
Jun 11, 2010
Class 036
Financial planning advisory services; wealth management advisory services; investment management advisory services; provision of information in the field of financial planning; provision of information in the field of wealth management; provision of information in the field of investment management
First Use Anywhere:
Jun 11, 2010
First Use in Commerce:
Jun 11, 2010
Class 041
[ Educational services, namely, classes, live seminars, webinars, and seminars transmitted via radio, television, and the internet in the fields of financial planning, wealth management, investing, and investment management ]
First Use Anywhere:
Mar 15, 2011
First Use in Commerce:
Mar 15, 2011
Classification
International Classes
009
016
036
041