Legal Representation
Attorney
Shauna M. Wertheim
USPTO Deadlines
Next Deadline
2754 days remaining
Section 8 & 9 Renewal Due (Principal Register) (Based on registration date 20130820)
Due Date
August 20, 2033
Grace Period Ends
February 20, 2034
Application History
30 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jan 23, 2024 | NA89 | E | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | Loading... |
| Jan 23, 2024 | RNL1 | Q | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | Loading... |
| Jan 23, 2024 | 89AG | O | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | Loading... |
| Jan 23, 2024 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Jul 26, 2023 | E89R | I | TEAS SECTION 8 & 9 RECEIVED | Loading... |
| Aug 20, 2022 | REM2 | E | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | Loading... |
| Sep 21, 2018 | NA85 | E | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | Loading... |
| Sep 21, 2018 | C15A | O | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | Loading... |
| Sep 21, 2018 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Sep 11, 2018 | E815 | I | TEAS SECTION 8 & 15 RECEIVED | Loading... |
| Aug 20, 2018 | REM1 | E | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | Loading... |
| Mar 1, 2017 | ASGN | I | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | Loading... |
| Aug 20, 2013 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Jul 19, 2013 | SUNA | E | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | Loading... |
| Jul 18, 2013 | REGV | O | LAW OFFICE REGISTRATION REVIEW COMPLETED | Loading... |
| Jul 18, 2013 | ALIE | A | ASSIGNED TO LIE | Loading... |
| Jun 28, 2013 | CNPR | P | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | Loading... |
| Jun 27, 2013 | SUPC | I | STATEMENT OF USE PROCESSING COMPLETE | Loading... |
| May 29, 2013 | IUAF | S | USE AMENDMENT FILED | Loading... |
| Jun 27, 2013 | AITU | A | CASE ASSIGNED TO INTENT TO USE PARALEGAL | Loading... |
| Jun 5, 2013 | ASGN | I | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | Loading... |
| May 29, 2013 | EISU | I | TEAS STATEMENT OF USE RECEIVED | Loading... |
| May 28, 2013 | NOAM | E | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | Loading... |
| Apr 2, 2013 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Apr 2, 2013 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Mar 13, 2013 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Feb 22, 2013 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Feb 22, 2013 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Oct 29, 2012 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Oct 27, 2012 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Estate planning; Estate trust planning; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Financial trust planning
First Use Anywhere:
Mar 8, 2013
First Use in Commerce:
Mar 8, 2013
Classification
International Classes
036