Legal Representation
Attorney
Jason Schmidt
USPTO Deadlines
Next Deadline
159 days remaining
Section 8 & 9 (10-Year) Renewal Due (Based on registration date 2016-01-05)
Due Date
January 05, 2026
Grace Period Ends
July 05, 2026
Application History
39 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jul 23, 2025 | E89R | I | TEAS SECTION 8 & 9 RECEIVED | Loading... |
| Jan 5, 2025 | REM2 | E | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | Loading... |
| Jan 22, 2023 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Jan 22, 2023 | C15A | O | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | Loading... |
| Jan 22, 2023 | NA85 | E | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | Loading... |
| Aug 17, 2022 | ASGN | I | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | Loading... |
| Jul 5, 2022 | E815 | I | TEAS SECTION 8 & 15 RECEIVED | Loading... |
| Jan 20, 2021 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Jan 20, 2021 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Jan 20, 2021 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Jan 20, 2021 | COAR | I | TEAS CHANGE OF OWNER ADDRESS RECEIVED | Loading... |
| Jan 20, 2021 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | Loading... |
| Jan 5, 2021 | REM1 | E | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | Loading... |
| Oct 27, 2020 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Oct 27, 2020 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Oct 27, 2020 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | Loading... |
| Oct 27, 2020 | COAR | I | TEAS CHANGE OF OWNER ADDRESS RECEIVED | Loading... |
| Oct 27, 2020 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Jan 5, 2016 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Dec 2, 2015 | SUNA | E | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | Loading... |
| Dec 1, 2015 | CNPR | P | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | Loading... |
| Nov 30, 2015 | SUPC | I | STATEMENT OF USE PROCESSING COMPLETE | Loading... |
| Nov 25, 2015 | AITU | A | CASE ASSIGNED TO INTENT TO USE PARALEGAL | Loading... |
| Nov 10, 2015 | IUAF | S | USE AMENDMENT FILED | Loading... |
| Nov 10, 2015 | EISU | I | TEAS STATEMENT OF USE RECEIVED | Loading... |
| Oct 20, 2015 | NOAM | E | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | Loading... |
| Aug 25, 2015 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Aug 25, 2015 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Aug 24, 2015 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Aug 5, 2015 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Jul 18, 2015 | PREV | O | LAW OFFICE PUBLICATION REVIEW COMPLETED | Loading... |
| Jul 18, 2015 | ALIE | A | ASSIGNED TO LIE | Loading... |
| Jul 2, 2015 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Jul 1, 2015 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Jul 1, 2015 | GNEA | F | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Jul 1, 2015 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Jul 1, 2015 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Jul 1, 2015 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Apr 6, 2015 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
Detailed Classifications
Class 036
Financial coordination services, namely, cash flow management, debt management, risk management, investment planning, retirement planning, tax planning, estate planning, and advising on life, disability, long term care, property, and casualty insurance needs
First Use Anywhere:
Mar 31, 2015
First Use in Commerce:
Mar 31, 2015
Classification
International Classes
036
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"WEALTH"