Legal Representation
Attorney
                                            Jordan A. LaVine
                                        USPTO Deadlines
                                Next Deadline
                            
                            
                                    
                                        
                                        1154 days remaining
                                    
                            
                        Section 8 (6-Year) Declaration Due (Based on registration date 2022-12-27)
                                    
                                    Due Date
                                
                                
                                    December 27, 2028
                                
                            
                                        
                                        Grace Period Ends
                                    
                                    
                                        June 27, 2029
                                    
                                
                            
                            Additional deadlines exist. Contact your attorney for complete deadline information.
                        
                Application History
17 events| Date | Code | Type | Description | Documents | 
|---|---|---|---|---|
| Aug 28, 2023 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... | 
| Aug 28, 2023 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... | 
| Aug 28, 2023 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... | 
| Dec 27, 2022 | NRCC | E | NOTICE OF REGISTRATION CONFIRMATION EMAILED | Loading... | 
| Dec 27, 2022 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... | 
| Oct 19, 2022 | LOPT | I | LETTER OF PROTEST EVIDENCE FORWARDED | Loading... | 
| Oct 19, 2022 | LOPR | P | LETTER OF PROTEST EVIDENCE REVIEWED-NO FURTHER ACTION TAKEN | Loading... | 
| Oct 19, 2022 | JURT | T | JURISDICTION RESTORED TO EXAMINING ATTORNEY | Loading... | 
| Oct 11, 2022 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... | 
| Oct 11, 2022 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... | 
| Sep 21, 2022 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... | 
| Sep 6, 2022 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... | 
| Aug 30, 2022 | DOCK | D | ASSIGNED TO EXAMINER | Loading... | 
| Aug 3, 2022 | ASCK | I | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | Loading... | 
| Nov 24, 2021 | MDSM | E | NOTICE OF DESIGN SEARCH CODE E-MAILED | Loading... | 
| Nov 23, 2021 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... | 
| Nov 22, 2021 | NWAP | I | NEW APPLICATION ENTERED | Loading... | 
Detailed Classifications
                                                Class 036
                                            
                                        Financial retirement plan consulting services; financial administration of retirement plans; financial services, namely, providing information in the field of financial wellness, financial planning, and retirement planning
                                        
                                                    
                                                    First Use Anywhere: 
Sep 1, 2020                                                    
                                                
                                                
                                                    
                                                    First Use in Commerce: 
Sep 1, 2020                                                    
                                                
                                        
                                                Class 041
                                            
                                        Educational services, namely, providing online instruction in the field of financial wellness, financial planning, and retirement planning, and distribution of training material in connection therewith
                                        
                                                    
                                                    First Use Anywhere: 
Mar 15, 2021                                                    
                                                
                                                
                                                    
                                                    First Use in Commerce: 
Mar 15, 2021                                                    
                                                
                                        
                                                Class 042
                                            
                                        Software as a service (SAAS) services, namely, hosting software for use by others in connection with the creation, management and administration of financial and investment accounts and programs; Providing temporary use of online non-downloadable software for use in connection with the creation, management and administration of financial and investment accounts and programs
                                        
                                                    
                                                    First Use Anywhere: 
Sep 1, 2020                                                    
                                                
                                                
                                                    
                                                    First Use in Commerce: 
Sep 1, 2020                                                    
                                                
                                        Additional Information
                                                
                                                Design Mark
                                            
                                        The mark consists of a dark blue "h" with aqua dot above the right side of the "h".
                                    
                                                
                                                Color Claim
                                            
                                        The color(s) dark blue  and aqua is/are claimed as a feature of the mark.
                                    
                                                
                                                Pseudo Mark
                                            
                                        HUMAN
                                    Classification
                                            
                                            International Classes
                                        
                                        
                                                    036
                                                    041
                                                    042