Legal Representation
Attorney
Daniel Sineway
USPTO Deadlines
Next Deadline
1981 days remaining
Section 8 (6-Year) Declaration Due (Based on registration date 2024-12-17)
Due Date
December 17, 2030
Grace Period Ends
June 17, 2031
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
27 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jun 27, 2025 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Jun 27, 2025 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Jun 27, 2025 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Dec 17, 2024 | NRCS | E | NOTICE OF REGISTRATION CONFIRMATION EMAILED | Loading... |
| Dec 17, 2024 | R.SR | A | REGISTERED-SUPPLEMENTAL REGISTER | Loading... |
| Nov 22, 2024 | IUAA | P | USE AMENDMENT ACCEPTED | Loading... |
| Nov 22, 2024 | CNTA | O | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | Loading... |
| Nov 21, 2024 | ALIE | A | ASSIGNED TO LIE | Loading... |
| Nov 21, 2024 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Nov 21, 2024 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Nov 21, 2024 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Sep 23, 2024 | ERFR | I | TEAS REQUEST FOR RECONSIDERATION RECEIVED | Loading... |
| Sep 20, 2024 | IUAF | S | USE AMENDMENT FILED | Loading... |
| Sep 20, 2024 | AUPC | I | AMENDMENT TO USE PROCESSING COMPLETE | Loading... |
| Sep 20, 2024 | EAAU | I | TEAS AMENDMENT OF USE RECEIVED | Loading... |
| Jun 25, 2024 | GNFN | O | NOTIFICATION OF FINAL REFUSAL EMAILED | Loading... |
| Jun 25, 2024 | GNFR | O | FINAL REFUSAL E-MAILED | Loading... |
| Jun 25, 2024 | CNFR | R | FINAL REFUSAL WRITTEN | Loading... |
| Apr 26, 2024 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Apr 26, 2024 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Apr 26, 2024 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Jan 29, 2024 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Jan 29, 2024 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Jan 29, 2024 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Jan 23, 2024 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| May 2, 2023 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Apr 28, 2023 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial and investment services, namely, private wealth management; financial and investment services, namely, estate planning services; financial and investment services, namely, investment advising services; financial and investment services, namely, financial modeling services; financial and investment services, namely, wealth planning with insurance policies
First Use Anywhere:
Dec 21, 2022
First Use in Commerce:
Dec 21, 2022
Class 042
Software as a service (SaaS) services featuring software for financial planning and private wealth management; software as a service (SaaS) services featuring software for estate planning; software as a service (SaaS) services featuring software for investment advising services; software as a service (SaaS) services featuring an online, non-downloadable dashboard for financial modeling and projections
First Use Anywhere:
Dec 21, 2022
First Use in Commerce:
Dec 21, 2022
Classification
International Classes
036
042
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
ESTATE PLAN