Legal Representation
Attorney
Amanda J. Penick
USPTO Deadlines
Next Deadline
469 days remaining
Section 8 & 9 Renewal Due (Principal Register) (Based on registration date 20170328)
Due Date
March 28, 2027
Grace Period Ends
September 28, 2027
Application History
37 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Aug 25, 2023 | NAS8 | E | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | Loading... |
| Aug 25, 2023 | 8.OK | O | REGISTERED - SEC. 8 (6-YR) ACCEPTED | Loading... |
| Aug 25, 2023 | EROP | I | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED | Loading... |
| Aug 25, 2023 | PRA8 | O | POST REGISTRATION ACTION MAILED - SEC. 8 | Loading... |
| Aug 25, 2023 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Mar 28, 2023 | ES8R | I | TEAS SECTION 8 RECEIVED | Loading... |
| May 13, 2022 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | Loading... |
| May 13, 2022 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| May 13, 2022 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| May 13, 2022 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| May 13, 2022 | COAR | I | TEAS CHANGE OF OWNER ADDRESS RECEIVED | Loading... |
| Mar 28, 2022 | REM1 | E | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | Loading... |
| May 30, 2017 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Mar 28, 2017 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Jan 10, 2017 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Jan 10, 2017 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Dec 21, 2016 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Nov 29, 2016 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Nov 3, 2016 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Nov 3, 2016 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Nov 3, 2016 | GNEA | O | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Nov 3, 2016 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Oct 13, 2016 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Oct 12, 2016 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Oct 12, 2016 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| May 3, 2016 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| May 3, 2016 | GNRT | O | NON-FINAL ACTION E-MAILED | Loading... |
| May 3, 2016 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Apr 13, 2016 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Apr 12, 2016 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Apr 12, 2016 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Oct 13, 2015 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Oct 13, 2015 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Oct 13, 2015 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Oct 5, 2015 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jul 4, 2015 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Jun 30, 2015 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 035
Assistance with business management and planning; Business succession planning; Cost management for the health benefit plans of others; Cost management for the health care benefit plans of others
First Use Anywhere:
Jan 1, 1981
First Use in Commerce:
Jan 1, 1981
Class 036
Advice relating to investments; Brokerage of shares and other securities; Brokerage of shares or stocks and other securities; Brokerage services for capital investments; Brokerage services for stocks and bonds; Brokerage services in the field of securities and commodities investing; Capital investment consulting; Capital investment services; Consultancy of capital investment; Estate planning; Equity capital investment; Financial advice; Financial advice and consultancy 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 investment brokerage; Financial investment brokerage services; Financial investment in the field of securities; Financial planning and investment advisory services; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Fund investment consultation; Funds investment; Global investment research services; Investment advice; Investment advisory services; Investment brokerage; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Life insurance brokerage; Management of a capital investment fund; Mutual fund brokerage; Mutual fund investment; Private equity fund investment services; Providing counseling and consulting in the field of health care benefits and employee benefits; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information, namely, updates and alerts, via website, internet and newsletters, in the field of life insurance for estate and business planning, employee benefits consulting, health benefits, namely, employee health benefits, healthcare benefits, and health benefit plans, and wealth management
First Use Anywhere:
Jan 1, 1981
First Use in Commerce:
Jan 1, 1981
Class 041
Education services, namely, providing seminars, webinars, roundtables, and workshops in the fields of life insurance for estate and business planning, employee benefits consulting, health benefits, and wealth management
First Use Anywhere:
Jan 1, 1981
First Use in Commerce:
Jan 1, 1981
Class 044
Consulting in the field of health, mental health, and wellness to bring about personal happiness; Wellness and health-related consulting services
First Use Anywhere:
Jan 1, 1981
First Use in Commerce:
Jan 1, 1981
Class 045
Regulatory compliance consulting in the field of retirement plan administration
First Use Anywhere:
Jan 1, 1981
First Use in Commerce:
Jan 1, 1981
Classification
International Classes
035
036
041
044
045