Legal Representation
Attorney
David Wolfe
USPTO Deadlines
Next Deadline
99 days remaining
Section 8 Declaration Due (Principal Register) (Based on registration date 20200407)
Due Date
April 07, 2026
Grace Period Ends
October 07, 2026
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
19 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Dec 10, 2025 | NA85 | E | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | Loading... |
| Dec 10, 2025 | C15A | O | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | Loading... |
| Dec 10, 2025 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Sep 2, 2025 | E815 | I | TEAS SECTION 8 & 15 RECEIVED | Loading... |
| Apr 7, 2025 | REM1 | E | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | Loading... |
| Apr 7, 2020 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Jan 21, 2020 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Jan 21, 2020 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Jan 1, 2020 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Dec 16, 2019 | ALIE | A | ASSIGNED TO LIE | Loading... |
| Dec 10, 2019 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Dec 10, 2019 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Dec 10, 2019 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Dec 10, 2019 | GNEA | F | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Dec 10, 2019 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Dec 10, 2019 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Sep 20, 2019 | MDSC | E | NOTICE OF DESIGN SEARCH CODE E-MAILED | Loading... |
| Sep 19, 2019 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Sep 12, 2019 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial services, namely, financial planning, investment advisory and wealth management services
First Use Anywhere:
Mar 31, 2019
First Use in Commerce:
Mar 31, 2019
Additional Information
Design Mark
The mark consists of a triangular design centered inside a circle design to the left of the words "AE WEALTH" which is above the word "MANAGEMENT".
Color Claim
Color is not 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
"WEALTH MANAGEMENT"