Legal Representation
Attorney
Larry L. Coats
USPTO Deadlines
Next Deadline
234 days remaining
Section 8 (6-Year) Declaration Due (Based on registration date 2020-06-16)
Due Date
June 16, 2026
Grace Period Ends
December 16, 2026
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
24 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Oct 16, 2025 | NA85 | E | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | Loading... |
| Oct 16, 2025 | C15P | O | REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | Loading... |
| Oct 16, 2025 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Jun 16, 2025 | E815 | I | TEAS SECTION 8 & 15 RECEIVED | Loading... |
| Jun 16, 2025 | REM1 | E | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | Loading... |
| Sep 22, 2021 | ASGN | I | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | Loading... |
| Jun 16, 2020 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Mar 31, 2020 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Mar 31, 2020 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Mar 11, 2020 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Feb 27, 2020 | ALIE | A | ASSIGNED TO LIE | Loading... |
| Feb 21, 2020 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Feb 20, 2020 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Feb 20, 2020 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Feb 20, 2020 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Feb 20, 2020 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Feb 20, 2020 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | Loading... |
| Feb 20, 2020 | COAR | I | TEAS CHANGE OF OWNER ADDRESS RECEIVED | Loading... |
| Jan 30, 2020 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Jan 30, 2020 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Jan 30, 2020 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Jan 30, 2020 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Nov 12, 2019 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Nov 8, 2019 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 009
Downloadable podcasts in the field of wealth management, financial planning, estate planning, gift planning, retirement planning, investment management, financial asset management, tax return preparation and tax planning advice
First Use Anywhere:
Aug 3, 2019
First Use in Commerce:
Aug 3, 2019
Class 035
[ Tax return preparation; tax planning advice, information and consultancy services ]
First Use Anywhere:
Oct 4, 2016
First Use in Commerce:
Oct 4, 2016
Class 036
Wealth management, financial planning, estate planning, charitable gift planning, financial planning for retirement, investment management in the field of retirement and financial asset management; financial consultancy services concerning family governance, family education, community service, and philanthropy service; financial risk management consultation; financial advisory and consultancy services, namely, creating personalized strategies for achieving financial independence; insurance consultancy services in the fields of life, disability, property and casualty insurance
First Use Anywhere:
Oct 4, 2016
First Use in Commerce:
Oct 4, 2016
Classification
International Classes
009
035
036