Legal Representation
Attorney
John D. Mason
USPTO Deadlines
Next Deadline
In Grace Period
Section 8 Declaration Due (Principal Register) (Based on registration date 20190709)
Due Date
July 09, 2025
Grace Period Ends
January 09, 2026
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
14 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jul 9, 2024 | REM1 | E | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | Loading... |
| Nov 30, 2023 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Nov 30, 2023 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Nov 30, 2023 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Nov 30, 2023 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | Loading... |
| Nov 30, 2023 | COAR | I | TEAS CHANGE OF OWNER ADDRESS RECEIVED | Loading... |
| Jul 9, 2019 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Apr 23, 2019 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Apr 23, 2019 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Apr 3, 2019 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Mar 12, 2019 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Mar 11, 2019 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jan 7, 2019 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Dec 18, 2018 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial planning, namely, special needs planning; Financial planning; Financial planning for retirement; Financial planning consultation; Financial advice, namely, budget planning; Financial services, namely, mortgage planning; Financial planning and investment advisory services; Financial planning, namely, creating personalized strategies for achieving financial independence, including money management strategy, succession planning, college funding planning, and tax mitigation strategy; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial management in the field of investment portfolios, employee pension plans, 401(k) and retirement plans, 403(b) and non-retirement plans, and stock option plans; Strategic financial advisory services; Financial advisory and consultancy services; Financial administration of retirement plans; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial consultancy and insurance consultancy; Estate trust planning; Estate planning; Providing information in the field of employee financial benefit plans; Consulting services in the field of state and federal employee benefit plans concerning insurance and finance; Providing financial services with respect to securities and other financial instruments and products, namely, money management services
First Use Anywhere:
Sep 30, 2018
First Use in Commerce:
Sep 30, 2018
Classification
International Classes
036