Legal Representation
Attorney
Pam Kohli Jacobson
USPTO Deadlines
Next Deadline
3080 days remaining
Section 8 & 9 Renewal Due (Principal Register) (Based on registration date 20140715)
Due Date
July 15, 2034
Grace Period Ends
January 15, 2035
Application History
49 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Nov 1, 2024 | NA89 | E | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | Loading... |
| Nov 1, 2024 | RNL1 | Q | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | Loading... |
| Nov 1, 2024 | 89AG | O | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | Loading... |
| Sep 18, 2024 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Jul 1, 2024 | E89R | I | TEAS SECTION 8 & 9 RECEIVED | Loading... |
| Nov 29, 2023 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Nov 29, 2023 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Nov 29, 2023 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Jul 15, 2023 | REM2 | E | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | Loading... |
| Oct 8, 2020 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | Loading... |
| Oct 8, 2020 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Oct 8, 2020 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Oct 8, 2020 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Oct 8, 2020 | COAR | I | TEAS CHANGE OF OWNER ADDRESS RECEIVED | Loading... |
| Sep 24, 2020 | ASGN | I | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | Loading... |
| Nov 25, 2019 | NA85 | E | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | Loading... |
| Nov 25, 2019 | C15A | O | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | Loading... |
| Nov 25, 2019 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Oct 22, 2019 | E815 | I | TEAS SECTION 8 & 15 RECEIVED | Loading... |
| Jul 15, 2019 | REM1 | E | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | Loading... |
| Nov 26, 2018 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Jul 15, 2014 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Apr 29, 2014 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Apr 29, 2014 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Apr 9, 2014 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Mar 25, 2014 | PREV | O | LAW OFFICE PUBLICATION REVIEW COMPLETED | Loading... |
| Mar 19, 2014 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Mar 18, 2014 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Mar 18, 2014 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Mar 14, 2014 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Mar 6, 2014 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Mar 6, 2014 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Mar 6, 2014 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Dec 18, 2013 | ASGN | I | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | Loading... |
| Dec 11, 2013 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Dec 11, 2013 | GNRT | O | NON-FINAL ACTION E-MAILED | Loading... |
| Dec 11, 2013 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Oct 17, 2013 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Oct 17, 2013 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Oct 10, 2013 | ALIE | A | ASSIGNED TO LIE | Loading... |
| Oct 10, 2013 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Jul 29, 2013 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Jul 29, 2013 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Jul 29, 2013 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Jul 23, 2013 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Apr 26, 2013 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | Loading... |
| Apr 26, 2013 | COAR | I | TEAS CHANGE OF OWNER ADDRESS RECEIVED | Loading... |
| Apr 16, 2013 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Apr 12, 2013 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 016
Publications, namely, reports, printed informational and educational materials, papers, brochures, booklets, and reference materials in the fields of finances, financial planning, trusts, foundations, nonprofit organizations, trust services, estate planning, investment planning, investment management, investments, philanthropy, tax, and tax planning
First Use Anywhere:
Jan 9, 2013
First Use in Commerce:
Jan 9, 2013
Class 036
Financial services, namely, investment services, namely, asset allocation, cash flow management, investment consultation, and investment management services; financial services, namely, trust and estate administration services and estate planning consultation; financial services, namely, risk management consultation
First Use Anywhere:
Jan 9, 2013
First Use in Commerce:
Feb 9, 2013
Class 041
Educational services, namely, providing classes, seminars, and workshops in the fields of finances, financial planning, trusts, foundations, nonprofit organizations, trust services, estate planning, investment planning, investment management, investments, philanthropy, tax, and tax planning
First Use Anywhere:
Jan 9, 2013
First Use in Commerce:
Jan 9, 2013
Classification
International Classes
016
036
041