Legal Representation
Attorney
Susan J. Michel
USPTO Deadlines
Application History
18 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Dec 12, 2016 | MAB2 | O | ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND | Loading... |
| Dec 12, 2016 | ABN2 | O | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE | Loading... |
| May 14, 2016 | GNFN | O | NOTIFICATION OF FINAL REFUSAL EMAILED | Loading... |
| May 14, 2016 | GNFR | O | FINAL REFUSAL E-MAILED | Loading... |
| May 14, 2016 | CNFR | R | FINAL REFUSAL WRITTEN | Loading... |
| Apr 28, 2016 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Apr 28, 2016 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Apr 27, 2016 | ALIE | A | ASSIGNED TO LIE | Loading... |
| Apr 13, 2016 | NREV | E | NOTICE OF REVIVAL - E-MAILED | Loading... |
| Apr 13, 2016 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Apr 13, 2016 | PETG | O | PETITION TO REVIVE-GRANTED | Loading... |
| Apr 13, 2016 | PROA | I | TEAS PETITION TO REVIVE RECEIVED | Loading... |
| Sep 14, 2015 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Sep 14, 2015 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Sep 14, 2015 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Sep 10, 2015 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jun 5, 2015 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Jun 2, 2015 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, wealth management services
First Use Anywhere:
Jun 1, 2014
First Use in Commerce:
Aug 1, 2014
Classification
International Classes
036
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
General Disclaimer
"WEALTH MANAGEMENT"