USPTO Deadlines
Next Deadline
28 days remaining
NOA E-Mailed - SOU Required
Due Date
September 18, 2025
Extension Available
Until March 18, 2026
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
34 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jul 7, 2025 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Jul 7, 2025 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Jul 3, 2025 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Jul 3, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Jul 3, 2025 | CNRT | W | SU - NON-FINAL ACTION - WRITTEN | Loading... |
| Jul 3, 2025 | GNRT | O | NON-FINAL ACTION E-MAILED | Loading... |
| Jun 16, 2025 | AITU | A | CASE ASSIGNED TO INTENT TO USE PARALEGAL | Loading... |
| Jun 16, 2025 | SUPC | I | STATEMENT OF USE PROCESSING COMPLETE | Loading... |
| Mar 18, 2025 | EISU | I | TEAS STATEMENT OF USE RECEIVED | Loading... |
| Mar 18, 2025 | IUAF | S | USE AMENDMENT FILED | Loading... |
| Mar 18, 2025 | NOAM | E | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | Loading... |
| Jan 21, 2025 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Jan 21, 2025 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Jan 15, 2025 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Dec 29, 2024 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Sep 12, 2024 | ALIE | A | ASSIGNED TO LIE | Loading... |
| Sep 12, 2024 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Sep 12, 2024 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Apr 22, 2024 | ERSI | I | TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED | Loading... |
| Mar 29, 2024 | CNSL | R | SUSPENSION LETTER WRITTEN | Loading... |
| Mar 29, 2024 | GNS3 | O | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | Loading... |
| Mar 29, 2024 | GNSL | F | LETTER OF SUSPENSION E-MAILED | Loading... |
| Feb 22, 2024 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Feb 22, 2024 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Feb 22, 2024 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Dec 29, 2023 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Dec 29, 2023 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Dec 29, 2023 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Dec 28, 2023 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Apr 27, 2023 | RSHD | O | REQUEST FOR SPECIAL HANDLING DENIED | Loading... |
| Apr 26, 2023 | APET | A | ASSIGNED TO PETITION STAFF | Loading... |
| Apr 26, 2023 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Apr 10, 2023 | TRMS | I | TEAS REQUEST TO MAKE SPECIAL RECEIVED | Loading... |
| Apr 6, 2023 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Advice relating to investments; Financial and investment services, namely, asset and investment acquisition, consultation,
advisory and development; Financial services, namely, investment advice, investment management, investment consultation and
investment of funds for others, including private and public equity and debt investment services; Financial services, namely,
investment fund transfer and transaction services; Financial services, namely, a total portfolio offering for high net worth clients
consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely,
coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs;
Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment
vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services,
namely, providing an investment option available for variable annuity and variable life insurance products; Financial planning and
investment advisory services; Information, advisory, consultancy and financial research services relating to finance and
investments; Providing financial services with respect to securities and other financial instruments and products, namely, trading
of and investments in securities and financial instruments and products for others
First Use Anywhere:
Nov 7, 2015
First Use in Commerce:
Nov 7, 2015
Classification
International Classes
036
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"WEALTH"