Legal Representation
Attorney
Pam Kohli Jacobson
USPTO Deadlines
Next Deadline
929 days remaining
Section 8 Declaration Due (Principal Register) (Based on registration date 20220823)
Due Date
August 23, 2028
Grace Period Ends
February 23, 2029
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
17 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Nov 29, 2023 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Aug 23, 2022 | NRCC | E | NOTICE OF REGISTRATION CONFIRMATION EMAILED | Loading... |
| Aug 23, 2022 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Jun 7, 2022 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Jun 7, 2022 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| May 18, 2022 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| May 2, 2022 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Apr 26, 2022 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Apr 25, 2022 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Apr 25, 2022 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Oct 25, 2021 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Oct 25, 2021 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Oct 25, 2021 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Oct 14, 2021 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jun 15, 2021 | MDSC | E | NOTICE OF DESIGN SEARCH CODE E-MAILED | Loading... |
| Jun 14, 2021 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Mar 18, 2021 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 009
Downloadable electronic publications, namely, reports, papers, brochures, booklets, and reference materials in the fields of finances, financial planning, trusts, foundations, nonprofit organizations, trust services, estate planning, investment planning, investment management, investments, real estate investment planning, real estate investment management, philanthropy, tax, and tax planning
First Use Anywhere:
20141000
First Use in Commerce:
20141000
Class 016
Printed publications, namely, reports, printed informational and educational materials, papers, brochures, booklets, and reference materials in the fields of finances, financial planning, trusts, foundations, nonprofit organizations, trust services, estate planning, investment planning, investment management, investments, real estate investment planning, real estate investment management, philanthropy, tax, and tax planning
First Use Anywhere:
20141000
First Use in Commerce:
20141000
Class 036
Financial services, namely, investment services, namely, asset allocation, cash flow management, investment consultation, and investment management services; financial services, namely, trust and estate administration services and estate planning consultation; financial services, namely, risk management consultation; financial services, namely, capital fund investments, resource fund investments, business fund investments, operating business investments; financial investments, namely, community fund investments, community charity investments; financial services, namely, real estate investments, commercial real estate investments; financial services, namely, real estate brokerage; financial services, namely, chartered trust management; financial services, namely, flexible capital investments, joint-venture investments; financial services, namely, real estate building materials investments; real estate services, namely, real estate investment, light-industrial leasing, industrial leasing, retail leasing, commercial leasing, multi-family property leasing, real estate asset management; financial services, namely, tax planning; financial services, namely, environmental, social and governance (ESG) investment planning; financial services, namely, charitable investments; financial services, namely, financial management of holding companies
First Use Anywhere:
20141000
First Use in Commerce:
20141000
Additional Information
Design Mark
The mark consists of a triangle evergreen tree with trunk centered in front of two triangle evergreen trees that are to the left and right of the front tree.
Classification
International Classes
009
016
036