Legal Representation
Attorney
Melissa A. Nowak, Reg. No. 68,088
USPTO Deadlines
Next Deadline
1574 days remaining
Section 8 (6-Year) Declaration Due (Based on registration date 2023-11-07)
Due Date
November 07, 2029
Grace Period Ends
May 07, 2030
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
13 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Nov 7, 2023 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Nov 7, 2023 | NRCC | E | NOTICE OF REGISTRATION CONFIRMATION EMAILED | Loading... |
| Aug 22, 2023 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Aug 22, 2023 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Aug 2, 2023 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Jul 13, 2023 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Jul 13, 2023 | GNEA | F | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Jul 13, 2023 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Jul 13, 2023 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Jul 13, 2023 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Jul 12, 2023 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Oct 16, 2022 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Oct 1, 2022 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 035
Tax and taxation planning, advice, information, and consultancy services
First Use Anywhere:
Jan 4, 2016
First Use in Commerce:
Jan 8, 2016
Class 036
Advice relating to investments; Investment of funds; Mutual funds and capital investment; Information, advisory, consultancy and financial research services relating to finance and investments; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Brokerage services for stocks and bonds; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning for retirement; Individual retirement account services; Underwriting, issuance and administration of annuities; Investment management of and distribution of annuities; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Insurance services, namely, underwriting, issuing and administration of life insurance; Insurance consultation; Insurance brokerage; Estate planning
First Use Anywhere:
Jan 4, 2016
First Use in Commerce:
Jan 8, 2016
Classification
International Classes
035
036
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
General Disclaimer
"WEALTH MANAGEMENT"