USPTO Deadlines
Next Deadline
64 days remaining
Section 8 (6-Year) Declaration Due (Based on registration date 2019-10-08)
Due Date
October 08, 2025
Grace Period Ends
April 08, 2026
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
17 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Oct 8, 2024 | REM1 | E | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | Loading... |
| Oct 8, 2019 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Jul 23, 2019 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Jul 23, 2019 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Jul 3, 2019 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Jun 19, 2019 | ALIE | A | ASSIGNED TO LIE | Loading... |
| Jun 6, 2019 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| May 31, 2019 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| May 30, 2019 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| May 30, 2019 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| May 20, 2019 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| May 20, 2019 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| May 20, 2019 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| May 9, 2019 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Mar 21, 2019 | MDSC | E | NOTICE OF DESIGN SEARCH CODE E-MAILED | Loading... |
| Mar 20, 2019 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Mar 4, 2019 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial advisory and consultancy services, namely, Investment management services
First Use Anywhere:
Nov 1, 2018
First Use in Commerce:
Nov 1, 2018
Additional Information
Design Mark
The mark consists of a house in blue with a green roof. The entire house is outlined in dark blue with two windows outlined in black with a white background. The words "Advisor / Representative" in white are on the roof, and the word "Client" in white is on the house. The following words in dark blue are clockwise around the house with arrows in dark blue pointing to the house: "Custom", "Planning Door", "Planning Team", "Portfolio Manager", "Client Services Specialist", "Representative", "Portfolio Manager Door".
Color Claim
The color(s) blue, green, white and black is/are claimed as a feature of the mark.
Classification
International Classes
036
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"CUSTOM", "PLANNING", "PLANNING TEAM", "PORTFOLIO MANAGER", "CLIENT SERVICES SPECIALIST", "REPRESENTATIVE", "PORTFOLIO MANAGER", "ADVISOR REPRESENTATIVE", AND "CLIENT"