Legal Representation
Attorney
Emily B. Penaskovic
USPTO Deadlines
Next Deadline
917 days remaining
Section 8 (6-Year) Declaration Due (Based on registration date 2022-02-08)
Due Date
February 08, 2028
Grace Period Ends
August 08, 2028
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
17 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Dec 15, 2023 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Dec 15, 2023 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Dec 15, 2023 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Feb 8, 2022 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Nov 23, 2021 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Nov 23, 2021 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Nov 3, 2021 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Oct 15, 2021 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Oct 14, 2021 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Oct 14, 2021 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Oct 14, 2021 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Sep 14, 2021 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Sep 14, 2021 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Sep 14, 2021 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Sep 9, 2021 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| May 17, 2021 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Feb 16, 2021 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 035
Business succession planning for business owners and retiring advisors
First Use Anywhere:
Sep 30, 2015
First Use in Commerce:
Sep 30, 2015
Class 036
Financial services, namely, wealth management services, financial planning, wealth planning, financial asset management, financial asset protection, financial trust administration and estate planning services, investment advisory and investment management services; Financial consulting; Personal financial planning in the field of retirement planning, estate planning and insurance planning, all of the aforementioned services not including hedge funds or services materially related thereto; Insurance brokerage; Financial consulting regarding mergers and acquisitions of wealth management firms and practices; Investment advice in the field of tax planning
First Use Anywhere:
Sep 30, 2015
First Use in Commerce:
Sep 30, 2015
Classification
International Classes
035
036
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"FINANCIAL ADVICE"