Legal Representation
Attorney
Pamela A. Curran
USPTO Deadlines
Next Deadline
357 days remaining
Section 8 & 9 Renewal Due (Principal Register) (Based on registration date 20170110)
Due Date
January 10, 2027
Grace Period Ends
July 10, 2027
Application History
20 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jan 10, 2026 | REM2 | E | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | Loading... |
| Jul 5, 2023 | NA85 | E | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | Loading... |
| Jul 5, 2023 | C15A | O | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | Loading... |
| Jul 5, 2023 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Jan 10, 2023 | E815 | I | TEAS SECTION 8 & 15 RECEIVED | Loading... |
| Jan 10, 2022 | REM1 | E | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | Loading... |
| Jan 10, 2017 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Oct 25, 2016 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Oct 25, 2016 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Oct 5, 2016 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Sep 22, 2016 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Sep 21, 2016 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Sep 20, 2016 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Sep 20, 2016 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Jul 19, 2016 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Jul 19, 2016 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Jul 19, 2016 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Jul 6, 2016 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Mar 30, 2016 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Mar 28, 2016 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 035
Tax planning and consultation services
First Use Anywhere:
Jun 30, 2015
First Use in Commerce:
Jun 30, 2015
Class 036
Financial planning, namely, financial analysis, consultation and planning, retirement consultation and planning, estate consultation and planning, philanthropic planned giving consultation and planning, and investment consultation and planning
First Use Anywhere:
Jun 30, 2015
First Use in Commerce:
Jun 30, 2015
Additional Information
Other
As to "Accredited Investors"
Classification
International Classes
035
036
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"WEALTH MANAGEMENT"