Legal Representation
Attorney
Jennifer E. Schlatter
USPTO Deadlines
Next Deadline
1008 days remaining
Section 8 (6-Year) Declaration Due (Based on registration date 2022-04-26)
Due Date
April 26, 2028
Grace Period Ends
October 26, 2028
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
17 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Apr 26, 2022 | R.SR | A | REGISTERED-SUPPLEMENTAL REGISTER | Loading... |
| Mar 21, 2022 | PREV | O | LAW OFFICE PUBLICATION REVIEW COMPLETED | Loading... |
| Mar 14, 2022 | ALIE | A | ASSIGNED TO LIE | Loading... |
| Mar 11, 2022 | CNTA | O | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | Loading... |
| Mar 8, 2022 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Mar 8, 2022 | GNEA | O | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Mar 8, 2022 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Mar 8, 2022 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Feb 26, 2022 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Feb 25, 2022 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Feb 25, 2022 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Aug 30, 2021 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Aug 30, 2021 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Aug 30, 2021 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Aug 26, 2021 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| May 15, 2021 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Feb 15, 2021 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial planning advisory services; wealth management advisory services; investment management advisory services, provision of information in the field of financial planning; provision of information in the field of wealth management; provision of information in the field of investment management
First Use Anywhere:
Aug 1, 2006
First Use in Commerce:
Aug 1, 2006
Classification
International Classes
036
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
General Disclaimer
"WEALTH OPTIMIZATION"