Legal Representation
Attorney
Jill K. Tomlinson
USPTO Deadlines
Next Deadline
52 days remaining
Section 8 & 9 Renewal Due (Principal Register) (Based on registration date 20160216)
Due Date
February 16, 2026
Grace Period Ends
August 16, 2026
Application History
27 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Feb 16, 2025 | REM2 | E | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | Loading... |
| Jul 29, 2022 | NA85 | E | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | Loading... |
| Jul 29, 2022 | C15A | O | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | Loading... |
| Jul 29, 2022 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Feb 15, 2022 | E815 | I | TEAS SECTION 8 & 15 RECEIVED | Loading... |
| Feb 16, 2021 | REM1 | E | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | Loading... |
| Feb 16, 2016 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Jan 14, 2016 | DP1B | I | 1(B) BASIS DELETED; PROCEED TO REGISTRATION | Loading... |
| Nov 20, 2015 | IUCN | S | NOTICE OF ALLOWANCE CANCELLED | Loading... |
| Nov 20, 2015 | DPCC | D | DIVISIONAL PROCESSING COMPLETE | Loading... |
| Oct 30, 2015 | DRRR | I | DIVISIONAL REQUEST RECEIVED | Loading... |
| Nov 20, 2015 | AITU | A | CASE ASSIGNED TO INTENT TO USE PARALEGAL | Loading... |
| Oct 30, 2015 | ERTD | I | TEAS REQUEST TO DIVIDE RECEIVED | Loading... |
| Jul 21, 2015 | NOAM | E | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | Loading... |
| May 26, 2015 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| May 26, 2015 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| May 6, 2015 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Apr 21, 2015 | PREV | O | LAW OFFICE PUBLICATION REVIEW COMPLETED | Loading... |
| Apr 20, 2015 | ALIE | A | ASSIGNED TO LIE | Loading... |
| Mar 28, 2015 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Mar 28, 2015 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Mar 28, 2015 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Mar 28, 2015 | GNEA | F | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Mar 28, 2015 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Mar 24, 2015 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Dec 17, 2014 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Dec 15, 2014 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 009
Downloadable educational materials in the field of financial planning; [ downloadable brochures and multimedia materials in the nature of cds in the field of financial planning; ] downloadable informational materials regarding IRA planning and retirement benefits; downloadable electronic newsletters in the field of financial planning; downloadable webinars in the field of financial planning
First Use Anywhere:
Oct 28, 2014
First Use in Commerce:
Oct 28, 2014
Class 016
Printed educational materials in the field of financial planning; printed brochures in the field of financial planning; printed informational materials regarding IRA planning and retirement benefits; newsletters in the field of financial planning
First Use Anywhere:
Oct 28, 2014
First Use in Commerce:
Oct 28, 2014
Class 036
Insurance and financial planning consultation services in the field of retirement planning; advisory services for retirement planning; financial advice and consultancy services; financial advisory and consultancy services, namely, counseling regarding IRA planning; financial consultation in the field of IRA planning
First Use Anywhere:
Oct 28, 2014
First Use in Commerce:
Oct 28, 2014
Class 041
Education services, namely, providing training and education to investment advisors and agents in the form of workshops, presentations, seminars and lectures in the fields of wealth management and retirement planning; education services, namely, providing non-downloadable webinars in the field of financial planning; educational services, namely, providing continuing professional education courses in the field of financial planning; providing online newsletters in the field of financial planning; providing information regarding IRA planning to financial advisors via a website for use in providing said information to customers; providing a website featuring financial news and information to financial advisors for use in providing to customers financial news and information regarding IRA planning; providing non-downloadable educational materials in the nature of non-downloadable articles, non-downloadable reference pieces, non-downloadable presentation slides, non-downloadable reports, non-downloadable press releases, non-downloadable brochures, non-downloadable invitations, non-downloadable posters and non-downloadable email templates in the field of financial planning; providing non-downloadable educational materials in the nature of non-downloadable articles, non-downloadable reference pieces, non-downloadable presentation slides, non-downloadable reports, non-downloadable press releases, non-downloadable brochures, non-downloadable invitations, non-downloadable posters and non-downloadable email templates in the field of IRA planning and retirement benefits
First Use Anywhere:
Oct 28, 2014
First Use in Commerce:
Oct 28, 2014
Additional Information
Color Claim
Color is not claimed as a feature of the mark.
Classification
International Classes
009
016
036
041
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"IRA PLANNING"