Legal Representation
Attorney
Nicholas Holmes
USPTO Deadlines
Next Deadline
1005 days remaining
Section 8 Declaration Due (Principal Register) (Based on registration date 20221004)
Due Date
October 04, 2028
Grace Period Ends
April 04, 2029
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
38 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jan 26, 2024 | EWAF | I | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | Loading... |
| Jan 26, 2024 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Jan 26, 2024 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Jan 26, 2024 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| May 15, 2023 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| May 15, 2023 | EWAF | I | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | Loading... |
| May 15, 2023 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| May 15, 2023 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Oct 4, 2022 | NRCC | E | NOTICE OF REGISTRATION CONFIRMATION EMAILED | Loading... |
| Oct 4, 2022 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Aug 22, 2022 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | Loading... |
| Aug 22, 2022 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Aug 22, 2022 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Aug 22, 2022 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Aug 22, 2022 | COAR | I | TEAS CHANGE OF OWNER ADDRESS RECEIVED | Loading... |
| Jul 19, 2022 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Jul 19, 2022 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Jun 29, 2022 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Jun 13, 2022 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Jun 9, 2022 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Jun 9, 2022 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Jun 9, 2022 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Feb 24, 2022 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Feb 24, 2022 | GNRT | O | NON-FINAL ACTION E-MAILED | Loading... |
| Feb 24, 2022 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Jan 31, 2022 | ZZZX | Z | PREVIOUS ALLOWANCE COUNT WITHDRAWN | Loading... |
| Jan 25, 2022 | PBCR | Z | WITHDRAWN FROM PUB - OG REVIEW QUERY | Loading... |
| Jan 6, 2022 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Jan 6, 2022 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Jan 6, 2022 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Jan 6, 2022 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Nov 2, 2021 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Nov 2, 2021 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Nov 2, 2021 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Oct 28, 2021 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jun 30, 2021 | MDSM | E | NOTICE OF DESIGN SEARCH CODE E-MAILED | Loading... |
| Jun 29, 2021 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Mar 27, 2021 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; On-line financial planning services
First Use Anywhere:
Sep 10, 2009
First Use in Commerce:
Sep 10, 2009
Class 041
Workshops and seminars in the field of financial and retirement planning; Providing a website featuring non-downloadable videos in the field of financial planning
First Use Anywhere:
Sep 10, 2009
First Use in Commerce:
Sep 10, 2009
Additional Information
Design Mark
The mark consists of the letter "I" appearing inside of a circle; to the right of the circle is the wording "WEALTH". Below the wording "WEALTH" is the wording "YOUR DREAMS BECOME OUR GOALS", below which is a horizontal line. Below the horizontal line is the wording "PLANNING INVESTMENTS INSURANCE" with a small circle between the words "PLANNING" and "INVESTMENTS", and another small circle between the words "INVESTMENTS" and "INSURANCE". All of the elements of the mark are in the color blue.
Color Claim
The color(s) blue is/are claimed as a feature of the mark.
Pseudo Mark
I WEALTH YOUR DREAMS BECOME OUR GOALS PLANNING · INVESTMENTS · INSURANCE
Classification
International Classes
036
041
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"PLANNING", "INVESTMENTS", AND "INSURANCE"