Legal Representation
Attorney
Jordan A. LaVine
USPTO Deadlines
Next Deadline
1734 days remaining
Section 8 (6-Year) Declaration Due (Based on registration date 2024-07-30)
Due Date
July 30, 2030
Grace Period Ends
January 30, 2031
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
19 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jul 30, 2024 | NRCC | E | NOTICE OF REGISTRATION CONFIRMATION EMAILED | Loading... |
| Jul 30, 2024 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| May 14, 2024 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| May 14, 2024 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Apr 24, 2024 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Apr 8, 2024 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Mar 19, 2024 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Mar 19, 2024 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Mar 19, 2024 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Jan 31, 2024 | ASGN | I | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | Loading... |
| Dec 19, 2023 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Dec 19, 2023 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Dec 19, 2023 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Dec 16, 2023 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Aug 28, 2023 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Aug 28, 2023 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Aug 28, 2023 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Apr 12, 2023 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Mar 24, 2023 | 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, retirement planning, and advisory services
First Use Anywhere:
Feb 22, 2023
First Use in Commerce:
Feb 22, 2023
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:
Feb 22, 2023
First Use in Commerce:
Feb 22, 2023
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:
Feb 22, 2023
First Use in Commerce:
Feb 22, 2023
Classification
International Classes
036
041
042
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
Advisors