Legal Representation
Attorney
Marc E. Miller
USPTO Deadlines
Next Deadline
500 days remaining
Section 8 & 9 Renewal Due (Principal Register) (Based on registration date 20170516)
Due Date
May 16, 2027
Grace Period Ends
November 16, 2027
Application History
24 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jan 29, 2025 | ASGN | I | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | Loading... |
| Oct 2, 2024 | ASCK | I | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | Loading... |
| Apr 27, 2023 | NA85 | E | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | Loading... |
| Apr 27, 2023 | C15A | O | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | Loading... |
| Apr 27, 2023 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Oct 18, 2022 | E815 | I | TEAS SECTION 8 & 15 RECEIVED | Loading... |
| May 16, 2022 | REM1 | E | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | Loading... |
| Aug 8, 2018 | ASCK | I | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | Loading... |
| Feb 7, 2018 | ASGN | I | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | Loading... |
| Oct 17, 2017 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| May 16, 2017 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Feb 28, 2017 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Feb 28, 2017 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Feb 8, 2017 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Jan 26, 2017 | PREV | O | LAW OFFICE PUBLICATION REVIEW COMPLETED | Loading... |
| Jan 19, 2017 | ALIE | A | ASSIGNED TO LIE | Loading... |
| Jan 3, 2017 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Jan 3, 2017 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Jan 3, 2017 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Jan 3, 2017 | GNEA | F | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Jan 3, 2017 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Jan 2, 2017 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Sep 29, 2016 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Sep 29, 2016 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 035
Tax advisory services; income tax consultation; taxation planning, advice, information, and consultancy services
First Use Anywhere:
Jul 25, 2016
First Use in Commerce:
Jul 25, 2016
Class 036
Financial advice and consultancy services; wealth management; financial planning
First Use Anywhere:
Jul 25, 2016
First Use in Commerce:
Jul 25, 2016
Class 041
Arranging and conducting educational courses, seminars, workshops, conferences, and classes in the fields of financial management, entrepreneurship, and tax planning; arranging and conducting peer-to-peer discussions and coaching in the fields of financial literacy, wealth planning, and independence
First Use Anywhere:
Jul 25, 2016
First Use in Commerce:
Jul 25, 2016
Classification
International Classes
035
036
041
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"WEALTH"