Legal Representation
Attorney
William B. Stewart
USPTO Deadlines
Next Deadline
822 days remaining
Section 8 & 9 Renewal Due (Principal Register) (Based on registration date 20180327)
Due Date
March 27, 2028
Grace Period Ends
September 27, 2028
Application History
49 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Oct 25, 2023 | NA85 | E | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | Loading... |
| Oct 25, 2023 | C15A | O | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | Loading... |
| Oct 25, 2023 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Apr 26, 2023 | E815 | I | TEAS SECTION 8 & 15 RECEIVED | Loading... |
| Mar 27, 2023 | REM1 | E | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | Loading... |
| Dec 17, 2021 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Dec 17, 2021 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Dec 17, 2021 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Feb 11, 2020 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Feb 11, 2020 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| May 23, 2018 | ASGN | I | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | Loading... |
| Mar 27, 2018 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Feb 17, 2018 | SUNA | E | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | Loading... |
| Feb 16, 2018 | CNPR | P | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | Loading... |
| Feb 14, 2018 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Feb 14, 2018 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Feb 14, 2018 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Nov 21, 2017 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Nov 21, 2017 | GNRT | O | NON-FINAL ACTION E-MAILED | Loading... |
| Nov 21, 2017 | CNRT | W | SU - NON-FINAL ACTION - WRITTEN | Loading... |
| Nov 3, 2017 | SUPC | I | STATEMENT OF USE PROCESSING COMPLETE | Loading... |
| Oct 16, 2017 | IUAF | S | USE AMENDMENT FILED | Loading... |
| Oct 30, 2017 | AITU | A | CASE ASSIGNED TO INTENT TO USE PARALEGAL | Loading... |
| Oct 16, 2017 | EISU | I | TEAS STATEMENT OF USE RECEIVED | Loading... |
| Sep 26, 2017 | NOAM | E | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | Loading... |
| Aug 1, 2017 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Aug 1, 2017 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Jul 12, 2017 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Jun 29, 2017 | PREV | O | LAW OFFICE PUBLICATION REVIEW COMPLETED | Loading... |
| Jun 22, 2017 | ALIE | A | ASSIGNED TO LIE | Loading... |
| Jun 19, 2017 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Jun 19, 2017 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Jun 19, 2017 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Jun 19, 2017 | GNEA | O | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Jun 19, 2017 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Jun 16, 2017 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Jun 16, 2017 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Jun 16, 2017 | GNEA | O | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Jun 16, 2017 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Jun 7, 2017 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Jun 7, 2017 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| May 29, 2017 | ALIE | A | ASSIGNED TO LIE | Loading... |
| May 5, 2017 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Apr 13, 2017 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Apr 13, 2017 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Apr 13, 2017 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Apr 12, 2017 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jan 24, 2017 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Jan 20, 2017 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 035
Tax planning; support services, namely, providing business optimization support for others via identifying workflow and business process efficiencies, identifying business growth opportunities and identifying business operations and staffing optimization models; business transition support for others via analyzing business data to determine the financial support needed for firms or advisors to transition from one broker dealer or registered investment advisor to another; asset management for others via creating asset allocation models; business consulting; business development services, namely, strategic partner development
First Use Anywhere:
Feb 15, 2017
First Use in Commerce:
Feb 15, 2017
Class 036
Financial services, namely, investment advisor services; wealth management services; financial asset allocation, cash flow management, investment consultation, and investment management services; financial risk management consultation; financial advisory and consultancy services; advice relating to investments and wealth management; support services, namely, financial asset management support for others, financial planning support services; asset management for others via investment portfolio and investment model design and investment portfolio management by trading and rebalancing portfolios
First Use Anywhere:
Feb 15, 2017
First Use in Commerce:
Feb 15, 2017
Class 045
Support services, namely, regulatory compliance consulting in the field of investment advisory services
First Use Anywhere:
Feb 15, 2017
First Use in Commerce:
Feb 15, 2017
Classification
International Classes
035
036
045
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"WEALTH ADVISORS"