Legal Representation
Attorney
B. Anna McCoy
USPTO Deadlines
Next Deadline
In Grace Period
Section 8 Declaration Due (Principal Register) (Based on registration date 20190917)
Due Date
September 17, 2025
Grace Period Ends
March 17, 2026
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
18 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Dec 15, 2025 | NA85 | E | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | Loading... |
| Dec 15, 2025 | C15A | O | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | Loading... |
| Dec 15, 2025 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Sep 10, 2025 | E815 | I | TEAS SECTION 8 & 15 RECEIVED | Loading... |
| Sep 17, 2024 | REM1 | E | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | Loading... |
| Dec 4, 2020 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | Loading... |
| Dec 4, 2020 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Dec 4, 2020 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Dec 4, 2020 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Dec 4, 2020 | COAR | I | TEAS CHANGE OF OWNER ADDRESS RECEIVED | Loading... |
| Sep 17, 2019 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Jul 2, 2019 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Jul 2, 2019 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Jun 12, 2019 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| May 24, 2019 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| May 24, 2019 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Apr 4, 2019 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Mar 19, 2019 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial and investment services, namely, financial portfolio management services, financial planning services, investment management services; Investment advisory services, namely, Registered Investment Advisor (RIA) services
First Use Anywhere:
Sep 15, 2012
First Use in Commerce:
Oct 12, 2012
Classification
International Classes
036