Legal Representation
Attorney
B. Anna McCoy
USPTO Deadlines
Next Deadline
1624 days remaining
Section 8 (6-Year) Declaration Due (Based on registration date 2023-12-26)
Due Date
December 26, 2029
Grace Period Ends
June 26, 2030
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
20 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Dec 26, 2023 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Dec 26, 2023 | NRCC | E | NOTICE OF REGISTRATION CONFIRMATION EMAILED | Loading... |
| Oct 10, 2023 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Oct 10, 2023 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Sep 20, 2023 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Sep 5, 2023 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Jul 22, 2023 | RCCK | S | SUSPENSION CHECKED - TO ATTORNEY FOR ACTION | Loading... |
| Jan 6, 2023 | RCSC | S | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | Loading... |
| May 24, 2022 | CNSL | R | SUSPENSION LETTER WRITTEN | Loading... |
| May 24, 2022 | GNSL | S | LETTER OF SUSPENSION E-MAILED | Loading... |
| May 24, 2022 | GNS3 | O | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | Loading... |
| Apr 26, 2022 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Apr 25, 2022 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Apr 25, 2022 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Nov 3, 2021 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Nov 3, 2021 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Nov 3, 2021 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Nov 3, 2021 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Jul 2, 2021 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Mar 30, 2021 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; wealth management services; investment and financial asset management services, namely, financial asset allocation; investment consultation and investment management services, namely, advising for and management of retirement plans, endowments and foundations; financial services, namely, trust administration and estate settlement; estate planning consultation; financial risk management consultation; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; financial planning advice relating to investments and wealth management for individuals and families; financial planning advice relating to investments and wealth management for retirement plans, endowments and foundations; financial planning for retirement, business transition, and education; investment services, namely, cash flow management; debt advisory services
First Use Anywhere:
Feb 26, 2021
First Use in Commerce:
Feb 26, 2021
Classification
International Classes
036
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
General Disclaimer
"WEALTH ADVISORS"