Legal Representation
Attorney
Emily B. Penaskovic
USPTO Deadlines
Next Deadline
1149 days remaining
Section 8 (6-Year) Declaration Due (Based on registration date 2022-09-20)
Due Date
September 20, 2028
Grace Period Ends
March 20, 2029
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... |
| Sep 20, 2022 | NRCC | E | NOTICE OF REGISTRATION CONFIRMATION EMAILED | Loading... |
| Sep 20, 2022 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Jul 5, 2022 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Jul 5, 2022 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Jun 15, 2022 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Jun 1, 2022 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Jun 1, 2022 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Jun 1, 2022 | GNEA | F | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Jun 1, 2022 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Jun 1, 2022 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| May 20, 2022 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Oct 8, 2021 | MDSC | E | NOTICE OF DESIGN SEARCH CODE E-MAILED | Loading... |
| Oct 7, 2021 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Aug 23, 2021 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 035
Business succession planning for business owners and retiring advisors
First Use Anywhere:
Feb 17, 2021
First Use in Commerce:
Mar 8, 2021
Class 036
Financial services, namely, wealth management services, financial planning, financial 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:
Feb 17, 2021
First Use in Commerce:
Mar 8, 2021
Additional Information
Design Mark
The mark consists of a light blue image of a sun with rays atop an orange horizon, with the word "Rise" in a blue stylized font to the left of the sun, and the words "PRIVATE WEALTH MANAGEMENT" in a blue font along the bottom of the mark.
Color Claim
The color(s) blue, light blue, and orange is/are claimed as a feature of the mark.
Classification
International Classes
035
036
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
PRIVATE WEALTH MANAGEMENT