Legal Representation
Attorney
Lynn M. Jordan
USPTO Deadlines
Next Deadline
390 days remaining
Section 8 & 9 Renewal Due (Principal Register) (Based on registration date 20170124)
Due Date
January 24, 2027
Grace Period Ends
July 24, 2027
Application History
31 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Oct 1, 2025 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Oct 1, 2025 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Oct 1, 2025 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Oct 1, 2025 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | Loading... |
| Oct 1, 2025 | COAR | I | TEAS CHANGE OF OWNER ADDRESS RECEIVED | Loading... |
| Aug 29, 2022 | NAS8 | E | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | Loading... |
| Aug 29, 2022 | 8.OK | O | REGISTERED - SEC. 8 (6-YR) ACCEPTED | Loading... |
| Aug 29, 2022 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Mar 22, 2022 | ES8R | I | TEAS SECTION 8 RECEIVED | Loading... |
| Jan 24, 2022 | REM1 | E | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | Loading... |
| Jan 24, 2017 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Nov 8, 2016 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Nov 8, 2016 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Oct 19, 2016 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Oct 4, 2016 | PREV | O | LAW OFFICE PUBLICATION REVIEW COMPLETED | Loading... |
| Sep 30, 2016 | ATRV | O | ATTORNEY REVIEW COMPLETED | Loading... |
| Sep 30, 2016 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Sep 30, 2016 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Sep 30, 2016 | ALIE | A | ASSIGNED TO LIE | Loading... |
| Sep 19, 2016 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Sep 19, 2016 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Sep 19, 2016 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Sep 18, 2016 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Sep 18, 2016 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Sep 17, 2016 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Sep 17, 2016 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Sep 17, 2016 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Sep 17, 2016 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jun 14, 2016 | MDSC | E | NOTICE OF DESIGN SEARCH CODE E-MAILED | Loading... |
| Jun 13, 2016 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Jun 9, 2016 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 042
Software as a service (SAAS) services featuring software for creating tax-efficient retirement income strategies
First Use Anywhere:
Nov 1, 2015
First Use in Commerce:
Nov 1, 2015
Additional Information
Design Mark
The mark consists of a stylized black lower case letter "I" with a green dot and with two green triangles next to the word "income" in black font and "strategy" in green font.
Color Claim
The color(s) green and black is/are claimed as a feature of the mark.
Classification
International Classes
042
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"INCOME STRATEGY"