Legal Representation
Attorney
Claudia W. Stangle
USPTO Deadlines
Next Deadline
236 days remaining
Section 8 & 9 Renewal Due (Principal Register) (Based on registration date 20160906)
Due Date
September 06, 2026
Grace Period Ends
March 06, 2027
Application History
29 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Sep 6, 2025 | REM2 | E | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | Loading... |
| Mar 1, 2023 | NA85 | E | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | Loading... |
| Mar 1, 2023 | C15A | O | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | Loading... |
| Mar 1, 2023 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Aug 12, 2022 | E815 | I | TEAS SECTION 8 & 15 RECEIVED | Loading... |
| Sep 6, 2021 | REM1 | E | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | Loading... |
| Jan 8, 2017 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | Loading... |
| Jan 8, 2017 | COAR | I | TEAS CHANGE OF OWNER ADDRESS RECEIVED | Loading... |
| Sep 6, 2016 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Aug 3, 2016 | SUNA | E | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | Loading... |
| Aug 2, 2016 | CNPR | P | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | Loading... |
| Jul 12, 2016 | SUPC | I | STATEMENT OF USE PROCESSING COMPLETE | Loading... |
| Jun 15, 2016 | IUAF | S | USE AMENDMENT FILED | Loading... |
| Jul 11, 2016 | AITU | A | CASE ASSIGNED TO INTENT TO USE PARALEGAL | Loading... |
| Jun 15, 2016 | EISU | I | TEAS STATEMENT OF USE RECEIVED | Loading... |
| May 31, 2016 | NOAM | E | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | Loading... |
| Apr 5, 2016 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Apr 5, 2016 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Mar 16, 2016 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Feb 17, 2016 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Feb 10, 2016 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Feb 10, 2016 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Feb 10, 2016 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Jan 22, 2016 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Jan 22, 2016 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Jan 22, 2016 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Jan 15, 2016 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Oct 2, 2015 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Oct 1, 2015 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial services, namely, investment advisory, investment management, asset management, portfolio management, investment brokerage, securities brokerage, investment consultation, wealth management, and financial planning services, all the aforesaid services also available via the Internet or a similar electronic network; financial and investment services, namely, investment advisory and investment management and brokerage of securities, hedge funds, private equity funds, wrap fee programs, separate accounts, variable annuity programs, stocks, bonds, commodities, derivatives and debt investment, and limited partnerships; financial services, namely, financial research, analysis, consultation, and information services; financial services, namely, investment fund transfer and transaction services; financial custodian services, namely, maintaining possession of financial assets for others for financial management purposes; management and investment of funds and assets of others; capital investment services; financial transaction services, namely, clearing and reconciling financial transactions; financial services, namely, mutual fund advisory and investment management services, mutual fund distribution services, mutual fund underwriting and administration services, and variable annuities investment services; clearance services, namely, clearing and settling financial transactions on behalf of others; maintaining assets and securities for others, and confirming and tracking financial transactions for others; insurance investment services; trust and estate planning and management services; retirement planning services; real estate investment and trust advisory and management services
First Use Anywhere:
Jan 1, 2016
First Use in Commerce:
Jan 1, 2016
Classification
International Classes
036
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"INVESTMENT ADVISERS LLC"