Legal Representation
Attorney
Charles F. Luce, Jr.
USPTO Deadlines
Next Deadline
2026 days remaining
Section 8 (6-Year) Declaration Due (Based on registration date 2025-05-27)
Due Date
May 27, 2031
Grace Period Ends
November 27, 2031
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
45 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| May 27, 2025 | NRCC | E | NOTICE OF REGISTRATION CONFIRMATION EMAILED | Loading... |
| May 27, 2025 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| May 3, 2025 | SUNA | E | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | Loading... |
| May 3, 2025 | CNPR | P | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | Loading... |
| Apr 15, 2025 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Apr 15, 2025 | ALIE | A | ASSIGNED TO LIE | Loading... |
| Apr 15, 2025 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | Loading... |
| Apr 15, 2025 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Mar 26, 2025 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Mar 19, 2025 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Mar 19, 2025 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Mar 19, 2025 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Feb 27, 2025 | GNRT | O | NON-FINAL ACTION E-MAILED | Loading... |
| Feb 27, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Feb 27, 2025 | CNRT | W | SU - NON-FINAL ACTION - WRITTEN | Loading... |
| Jan 6, 2025 | SUPC | I | STATEMENT OF USE PROCESSING COMPLETE | Loading... |
| Dec 24, 2024 | IUAF | S | USE AMENDMENT FILED | Loading... |
| Dec 24, 2024 | EISU | I | TEAS STATEMENT OF USE RECEIVED | Loading... |
| Sep 19, 2024 | EX2G | S | SOU EXTENSION 2 GRANTED | Loading... |
| Sep 19, 2024 | EXRA | E | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | Loading... |
| Sep 19, 2024 | AITU | A | CASE ASSIGNED TO INTENT TO USE PARALEGAL | Loading... |
| Jun 27, 2024 | EXT2 | S | SOU EXTENSION 2 FILED | Loading... |
| Jun 27, 2024 | EEXT | I | SOU TEAS EXTENSION RECEIVED | Loading... |
| Dec 23, 2023 | EXRA | E | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | Loading... |
| Dec 21, 2023 | EX1G | S | SOU EXTENSION 1 GRANTED | Loading... |
| Dec 21, 2023 | EXT1 | S | SOU EXTENSION 1 FILED | Loading... |
| Dec 21, 2023 | EEXT | I | SOU TEAS EXTENSION RECEIVED | Loading... |
| Jun 27, 2023 | NOAM | E | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | Loading... |
| May 2, 2023 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| May 2, 2023 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Apr 12, 2023 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Mar 29, 2023 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Mar 29, 2023 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Mar 29, 2023 | GNEA | O | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Mar 29, 2023 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Mar 29, 2023 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Mar 21, 2023 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Mar 21, 2023 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Mar 21, 2023 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Sep 21, 2022 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Sep 21, 2022 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Sep 21, 2022 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Sep 19, 2022 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Dec 16, 2021 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Dec 15, 2021 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Administration of employee benefit plans concerning financial wellness and budget planning; Banking services; Financial consulting; Savings account services; Savings and loan services; Financial advisory and consultancy services; Financial advice, namely, budget planning; Financial information and advisory services; Providing information in the field of employee financial benefit plans concerning insurance and retirement benefits; Financial wellness and financial planning services, namely, helping customers by providing budget planning services, saving account services, debt reduction counseling, providing credit counseling services in order to improve one's credit score, consumer lending, insurance agency services, investment advisory services, financial planning for retirement, estate planning; small business and commercial services, namely, loan origination services specializing in small business loans, loan resolution for commercial loans, real estate tax appraisals, and banking services for individuals with high net worth; Employee benefit services by providing financial planning services, namely, helping employees by providing budget planning services, providing savings account services, debt reduction counseling, providing credit counseling services in order to improve one's credit score, consumer lending services, insurance agency services, investment advisory services, financial planning for retirement, estate planning; small business and commercial services, namely, loan origination services specializing in small business loans, loan resolution for commercial loans, real estate tax appraisals, and banking services for individuals with high net worth
First Use Anywhere:
Feb 28, 2020
First Use in Commerce:
Feb 28, 2020
Class 041
Educational services, namely, providing webinars in the fields of financial planning and financial wellness; Educational services, namely, providing seminars in the fields of financial planning and financial wellness; Educational services, namely, one-on-one in person or virtual coaching sessions in the fields of financial planning, financial wellness and employee benefits
First Use Anywhere:
Jun 13, 2024
First Use in Commerce:
Jun 13, 2024
Classification
International Classes
036
041
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"WORKERS"