Legal Representation
Attorney
Katy M. Young
USPTO Deadlines
Next Deadline
317 days remaining
Section 8 Declaration Due (Principal Register) (Based on registration date 20201103)
Due Date
November 03, 2026
Grace Period Ends
May 03, 2027
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
14 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Nov 24, 2025 | E815 | I | TEAS SECTION 8 & 15 RECEIVED | Loading... |
| Nov 3, 2025 | REM1 | E | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | Loading... |
| Nov 3, 2020 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Aug 18, 2020 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Aug 18, 2020 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Jul 29, 2020 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Jul 14, 2020 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Jul 14, 2020 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Jul 14, 2020 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Jul 14, 2020 | GNEA | F | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Jul 14, 2020 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Jul 7, 2020 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Apr 25, 2020 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Apr 20, 2020 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 035
Business consulting, management, and planning services in the field of retirement plan design and management, fiduciary compliance, financial literacy, and investment selection and monitoring
First Use Anywhere:
Sep 15, 2009
First Use in Commerce:
Sep 15, 2009
Class 036
Financial services, namely, wealth management services
First Use Anywhere:
Sep 15, 2009
First Use in Commerce:
Sep 15, 2009
Class 041
Educational and entertainment services, namely, providing motivational speaking services in the field of financial literacy
First Use Anywhere:
Sep 15, 2009
First Use in Commerce:
Sep 15, 2009
Classification
International Classes
035
036
041
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"MONEY"