Legal Representation
Attorney
William N. Pohl
USPTO Deadlines
Next Deadline
234 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... |
| May 1, 2022 | NAS8 | E | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | Loading... |
| May 1, 2022 | 8.OK | O | REGISTERED - SEC. 8 (6-YR) ACCEPTED | Loading... |
| Apr 27, 2022 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Nov 11, 2021 | ES8R | I | TEAS SECTION 8 RECEIVED | Loading... |
| Nov 5, 2021 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | Loading... |
| Nov 5, 2021 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Nov 5, 2021 | EWAF | I | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | Loading... |
| Nov 5, 2021 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Nov 5, 2021 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Nov 5, 2021 | COAR | I | TEAS CHANGE OF OWNER ADDRESS RECEIVED | Loading... |
| Oct 15, 2021 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Oct 15, 2021 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Oct 15, 2021 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Aug 24, 2018 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Aug 24, 2018 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Sep 6, 2016 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Jun 21, 2016 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Jun 21, 2016 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Jun 1, 2016 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| May 12, 2016 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| May 12, 2016 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| May 12, 2016 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| May 12, 2016 | GNEA | F | EXAMINERS AMENDMENT E-MAILED | Loading... |
| May 12, 2016 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| May 11, 2016 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Feb 3, 2016 | MDSC | E | NOTICE OF DESIGN SEARCH CODE E-MAILED | Loading... |
| Feb 2, 2016 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Jan 30, 2016 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Estate planning; Financial consultation; Financial evaluation for insurance purposes; Financial planning; Financial planning consultation; Financial planning, namely, assisting in developing a plan for financial success; Financial portfolio management; Financial risk management; Financial services in the nature of an investment security; Financial services, namely, investment fund transfer and transaction services; 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 advice and consultancy services; Financial advisory and consultancy services; Financial consulting services, namely, expert analysis in finance
First Use Anywhere:
Dec 1, 2005
First Use in Commerce:
Jan 1, 2006
Additional Information
Design Mark
The mark consists of a blue triangle with three triangular openings cut into the right side of the triangle and extend down to the base of the triangle.
Color Claim
The color(s) blue is/are claimed as a feature of the mark.
Classification
International Classes
036