Legal Representation
Attorney
                                            Kent E. Baldauf, Jr.
                                        USPTO Deadlines
                                Next Deadline
                            
                            
                                    
                                        
                                        691 days remaining
                                    
                            
                        Section 8 (6-Year) Declaration Due (Based on registration date 2021-09-21)
                                    
                                    Due Date
                                
                                
                                    September 21, 2027
                                
                            
                                        
                                        Grace Period Ends
                                    
                                    
                                        March 21, 2028
                                    
                                
                            
                            Additional deadlines exist. Contact your attorney for complete deadline information.
                        
                Application History
25 events| Date | Code | Type | Description | Documents | 
|---|---|---|---|---|
| Dec 18, 2024 | ASCK | I | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | Loading... | 
| Sep 28, 2022 | ASGN | I | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | Loading... | 
| Sep 21, 2021 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... | 
| Aug 14, 2021 | SUNA | E | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | Loading... | 
| Aug 13, 2021 | CNPR | P | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | Loading... | 
| Jul 13, 2021 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... | 
| Jul 13, 2021 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... | 
| Jul 7, 2021 | ALIE | A | ASSIGNED TO LIE | Loading... | 
| May 19, 2021 | SUPC | I | STATEMENT OF USE PROCESSING COMPLETE | Loading... | 
| May 17, 2021 | AITU | A | CASE ASSIGNED TO INTENT TO USE PARALEGAL | Loading... | 
| May 6, 2021 | IUAF | S | USE AMENDMENT FILED | Loading... | 
| May 6, 2021 | EISU | I | TEAS STATEMENT OF USE RECEIVED | Loading... | 
| May 4, 2021 | NOAM | E | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | Loading... | 
| Apr 7, 2021 | ASGN | I | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | Loading... | 
| Mar 9, 2021 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... | 
| Mar 9, 2021 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... | 
| Feb 17, 2021 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... | 
| Feb 1, 2021 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... | 
| Feb 1, 2021 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... | 
| Feb 1, 2021 | GNEA | F | EXAMINERS AMENDMENT E-MAILED | Loading... | 
| Feb 1, 2021 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... | 
| Feb 1, 2021 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... | 
| Jan 29, 2021 | DOCK | D | ASSIGNED TO EXAMINER | Loading... | 
| Oct 23, 2020 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... | 
| Sep 19, 2020 | NWAP | I | NEW APPLICATION ENTERED | Loading... | 
Detailed Classifications
                                                Class 036
                                            
                                        Financial advisory and consultancy services, namely, investment consulting, financial management, asset management, financial planning, financial portfolio management, financial research, financial risk management, retirement distribution planning, financial estate and legacy planning, and financial charitable gift planning
                                        
                                                    
                                                    First Use Anywhere: 
Dec 11, 2020                                                    
                                                
                                                
                                                    
                                                    First Use in Commerce: 
Dec 11, 2020                                                    
                                                
                                        Classification
                                            
                                            International Classes
                                        
                                        
                                                    036
                                            
                                        Disclaimers
                                    
                                    The following terms have been disclaimed and are not claimed as part of the trademark:
                                
                                    
                                                Specific Disclaimer
                                        
                                        
                                            "WEALTH"