Legal Representation
Attorney
Richard Sampson
USPTO Deadlines
Next Deadline
251 days remaining
Section 8 Declaration Due (Supplemental Register) (Based on registration date 20200929)
Due Date
September 29, 2026
Grace Period Ends
March 29, 2027
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
29 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Sep 29, 2025 | REM1 | E | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | Loading... |
| Feb 8, 2023 | ASGN | I | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | Loading... |
| Aug 17, 2022 | ASGN | I | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | Loading... |
| Sep 29, 2020 | R.SR | A | REGISTERED-SUPPLEMENTAL REGISTER | Loading... |
| Aug 25, 2020 | PREV | O | LAW OFFICE PUBLICATION REVIEW COMPLETED | Loading... |
| Aug 18, 2020 | ALIE | A | ASSIGNED TO LIE | Loading... |
| Aug 11, 2020 | ALIE | A | ASSIGNED TO LIE | Loading... |
| Aug 5, 2020 | CNTA | O | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | Loading... |
| Jul 7, 2020 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Jul 7, 2020 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Jun 30, 2020 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Jun 11, 2020 | AAUA | E | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED | Loading... |
| Jun 10, 2020 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Jun 10, 2020 | GNRT | O | NON-FINAL ACTION E-MAILED | Loading... |
| Jun 10, 2020 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Jun 10, 2020 | IUAA | P | USE AMENDMENT ACCEPTED | Loading... |
| May 5, 2020 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| May 5, 2020 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| May 4, 2020 | ALIE | A | ASSIGNED TO LIE | Loading... |
| Apr 28, 2020 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Apr 29, 2020 | AUPC | I | AMENDMENT TO USE PROCESSING COMPLETE | Loading... |
| Apr 29, 2020 | IUAF | S | USE AMENDMENT FILED | Loading... |
| Apr 28, 2020 | EAAU | I | TEAS AMENDMENT OF USE RECEIVED | Loading... |
| Jan 27, 2020 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Jan 27, 2020 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Jan 27, 2020 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Jan 17, 2020 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Dec 12, 2019 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Dec 12, 2019 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Fund investment and advisory services; Investment counseling services; Management of portfolios comprising securities; Mutual fund investment, administration, distribution, brokerage, and investment advisory services; Financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments; Investment management services with respect to mutual funds, pension accounts, institutional accounts, and separate accounts
First Use Anywhere:
Dec 15, 2019
First Use in Commerce:
Dec 15, 2019
Class 041
Educational services, namely, conducting programs in the field of financial investing for securities broker/dealers
First Use Anywhere:
Dec 15, 2019
First Use in Commerce:
Dec 15, 2019
Classification
International Classes
036
041
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"ADVISOR"