Legal Representation
Attorney
Kathleen Kuznicki
USPTO Deadlines
Next Deadline
228 days remaining
Section 8 Declaration Due (Principal Register) (Based on registration date 20200915)
Due Date
September 15, 2026
Grace Period Ends
March 15, 2027
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
20 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Nov 17, 2025 | E815 | I | TEAS SECTION 8 & 15 RECEIVED | Loading... |
| Sep 15, 2025 | REM1 | E | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | Loading... |
| Dec 11, 2020 | COC. | O | CORRECTION UNDER SECTION 7 - PROCESSED | Loading... |
| Dec 9, 2020 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Sep 16, 2020 | ES7R | I | TEAS SECTION 7 REQUEST RECEIVED | Loading... |
| Sep 16, 2020 | CHPN | I | POST PUBLICATION AMENDMENT – NOT ENTERED | Loading... |
| Sep 15, 2020 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Sep 8, 2020 | APET | A | ASSIGNED TO PETITION STAFF | Loading... |
| Jul 31, 2020 | EPPA | I | TEAS POST PUBLICATION AMENDMENT RECEIVED | Loading... |
| Jun 30, 2020 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Jun 30, 2020 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Jun 10, 2020 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| May 28, 2020 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| May 28, 2020 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| May 28, 2020 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| May 28, 2020 | GNEA | F | EXAMINERS AMENDMENT E-MAILED | Loading... |
| May 28, 2020 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| May 28, 2020 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Mar 14, 2020 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Mar 12, 2020 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial planning services, namely, as it relates to asset protection and insurance planning, business financial planning, retirement planning, wealth management, and estate preservation and planning, excluding institutional investment management of securities on behalf of hedge funds, institutions, private investment funds or other entities
First Use Anywhere:
Jan 1, 2016
First Use in Commerce:
Jan 1, 2016
Additional Information
Other
In the statement, after planning line 7, excluding institutional investment management of securities on behalf of hedge funds, institutions, private investment funds or other entities. should be inserted.
Classification
International Classes
036
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"FINANCIAL GROUP"