Legal Representation
Attorney
Jane S. Berman
USPTO Deadlines
Next Deadline
935 days remaining
Section 8 (6-Year) Declaration Due (Based on registration date 2022-05-31)
Due Date
May 31, 2028
Grace Period Ends
November 30, 2028
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
16 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Sep 22, 2025 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Sep 22, 2025 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Sep 22, 2025 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Sep 17, 2025 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | Loading... |
| Sep 17, 2025 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Sep 17, 2025 | COAR | I | TEAS CHANGE OF OWNER ADDRESS RECEIVED | Loading... |
| May 31, 2022 | NRCC | E | NOTICE OF REGISTRATION CONFIRMATION EMAILED | Loading... |
| May 31, 2022 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Mar 15, 2022 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Mar 15, 2022 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Feb 23, 2022 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Feb 8, 2022 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Feb 8, 2022 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Aug 21, 2021 | MDSC | E | NOTICE OF DESIGN SEARCH CODE E-MAILED | Loading... |
| Aug 20, 2021 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| May 29, 2021 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial administration of retirement plans; Financial advisory and consultancy services, namely, providing collective trust funds; financial planning for retirement; financial retirement plan consulting services; Financial advisory and consultancy services, namely, wealth management services for high net worth families; Financial asset management; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; Financial planning consultation; Financial planning for retirement; Financial research; Financial retirement plan consulting services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial trust administration; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Investment services, namely, asset acquisition, consultation, development and management services; Mutual funds and capital investment
First Use Anywhere:
Aug 20, 2020
First Use in Commerce:
Aug 20, 2020
Additional Information
Design Mark
The mark consists of a stylized shield design outlined in light grey and dissected by a K in the same light grey with the upper left portion filled in yellow, the upper right portion filled in dark blue, and the lower portion filled in dark green.
Color Claim
The color(s) yellow, dark blue, light grey, and dark green is/are claimed as a feature of the mark.
Classification
International Classes
036