Legal Representation
Attorney
Jonathan R. Wachs
USPTO Deadlines
Next Deadline
1460 days remaining
Section 8 (6-Year) Declaration Due (Based on registration date 2023-08-01)
Due Date
August 01, 2029
Grace Period Ends
February 01, 2030
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
19 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Aug 1, 2023 | NRCC | E | NOTICE OF REGISTRATION CONFIRMATION EMAILED | Loading... |
| Aug 1, 2023 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| May 16, 2023 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| May 16, 2023 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Apr 26, 2023 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Apr 12, 2023 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Apr 12, 2023 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Apr 12, 2023 | GNEA | O | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Apr 12, 2023 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Apr 12, 2023 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Apr 11, 2023 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Apr 10, 2023 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Apr 10, 2023 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Apr 5, 2023 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Apr 5, 2023 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Apr 5, 2023 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Mar 24, 2023 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jun 22, 2022 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Jun 14, 2022 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Consulting services in the field of retirement plan administration; Financial administration of retirement plans; Financial planning for retirement; Individual retirement account services; Regulatory compliance consulting in the field of retirement plan administration; Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Capital investment consulting; Capital investment services; Equity capital investment; Fund investment consultation; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services
First Use Anywhere:
Jun 8, 2022
First Use in Commerce:
Jun 8, 2022
Classification
International Classes
036
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"WEALTH ADVISORS"