Legal Representation
Attorney
Abe J. Shanehsaz
USPTO Deadlines
Next Deadline
1748 days remaining
Section 8 (6-Year) Declaration Due (Based on registration date 2024-04-30)
Due Date
April 30, 2030
Grace Period Ends
October 30, 2030
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
14 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Dec 25, 2024 | ASGN | I | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | Loading... |
| Apr 30, 2024 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Apr 30, 2024 | NRCC | E | NOTICE OF REGISTRATION CONFIRMATION EMAILED | Loading... |
| Feb 13, 2024 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Feb 13, 2024 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Jan 24, 2024 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Jan 7, 2024 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Jan 7, 2024 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Jan 7, 2024 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Jan 7, 2024 | GNEA | F | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Jan 7, 2024 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Jan 3, 2024 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| May 1, 2023 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Apr 10, 2023 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 009
Downloadable publications, namely, newsletters, checklists, workbooks, reference guides, and reports in the fields of wealth management, financial planning, retirement, income planning, investment planning, tax planning, health care cost planning, and legacy and estate planning
First Use Anywhere:
20120200
First Use in Commerce:
20120200
Class 036
Wealth management services; investment management services; investment consultation services; financial planning services; financial administration of investment accounts; financial planning services in the field of income planning, investment planning, tax planning, health care cost planning, and legacy and estate planning
First Use Anywhere:
20120200
First Use in Commerce:
20120200
Class 041
Educational services, namely, providing workshops, seminars, webinars and classes in the fields of wealth management, financial planning, retirement, income planning, investment planning, tax planning, health care cost planning, and legacy and estate planning and distribution of educational materials in connection therewith
First Use Anywhere:
20120200
First Use in Commerce:
20120200
Classification
International Classes
009
036
041
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"WEALTH MANAGEMENT"