Legal Representation
Attorney
John E. Ottaviani
USPTO Deadlines
Application History
36 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Nov 10, 2025 | MAB6 | E | ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED | Loading... |
| Nov 10, 2025 | ABN6 | S | ABANDONMENT - NO USE STATEMENT FILED | Loading... |
| Apr 1, 2025 | EXRA | E | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | Loading... |
| Apr 1, 2025 | EX4G | S | SOU EXTENSION 4 GRANTED | Loading... |
| Apr 1, 2025 | EXT4 | S | SOU EXTENSION 4 FILED | Loading... |
| Apr 1, 2025 | EEXT | I | SOU TEAS EXTENSION RECEIVED | Loading... |
| Oct 2, 2024 | EXRA | E | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | Loading... |
| Oct 2, 2024 | EX3G | S | SOU EXTENSION 3 GRANTED | Loading... |
| Oct 2, 2024 | EXT3 | S | SOU EXTENSION 3 FILED | Loading... |
| Oct 2, 2024 | EEXT | I | SOU TEAS EXTENSION RECEIVED | Loading... |
| Mar 9, 2024 | EXRA | E | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | Loading... |
| Mar 8, 2024 | EX2G | S | SOU EXTENSION 2 GRANTED | Loading... |
| Mar 8, 2024 | EXT2 | S | SOU EXTENSION 2 FILED | Loading... |
| Mar 8, 2024 | EEXT | I | SOU TEAS EXTENSION RECEIVED | Loading... |
| Sep 23, 2023 | EXRA | E | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | Loading... |
| Sep 21, 2023 | EX1G | S | SOU EXTENSION 1 GRANTED | Loading... |
| Sep 21, 2023 | EXT1 | S | SOU EXTENSION 1 FILED | Loading... |
| Sep 21, 2023 | EEXT | I | SOU TEAS EXTENSION RECEIVED | Loading... |
| Apr 4, 2023 | NOAM | E | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | Loading... |
| Jan 10, 2023 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Jan 10, 2023 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Dec 21, 2022 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Dec 8, 2022 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Dec 8, 2022 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Dec 8, 2022 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Dec 8, 2022 | GNEA | O | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Dec 8, 2022 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Dec 6, 2022 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Dec 6, 2022 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Dec 6, 2022 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Jun 7, 2022 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Jun 7, 2022 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Jun 7, 2022 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Jun 5, 2022 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Oct 24, 2021 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Sep 24, 2021 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 016
Printed materials, namely articles in the field of financial planning
Class 036
Banking and financial services, namely, banking, investment management, wealth management, investment banking, international banking, corporate financing, financial planning, retirement and estate planning, investment portfolio analysis and advisory, securities brokerage, fiduciary advisory services; trust services, namely, investment and trust company services
Class 041
Educational services, including being available through a website, namely non-downloadable articles and videos in the field of financial planning and conducting seminars or workshops in the field of wealth management and financial planning
Additional Information
Other
Registration is limited to the area comprising the states of Alabama, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Kentucky, Maine, Maryland, Massachusetts, Michigan, Mississippi, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Vermont, Virginia, West Virginia and Wisconsin; and the U.S. Territories of Puerto Rico and the United States Virgin Islands pursuant to Concurrent Use Proceeding No. 94002369. Concurrent registration with Registration No. 2248655.
Classification
International Classes
016
036
041
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
TRUST ADVISORS