Legal Representation
Attorney
George C. Rondeau, Jr.
USPTO Deadlines
Application History
19 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jan 13, 2025 | MAB6 | E | ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED | Loading... |
| Jan 13, 2025 | ABN6 | S | ABANDONMENT - NO USE STATEMENT FILED | Loading... |
| Jun 11, 2024 | NOAM | E | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | Loading... |
| Apr 16, 2024 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Apr 16, 2024 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Mar 27, 2024 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Mar 8, 2024 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Mar 8, 2024 | ATRV | O | ATTORNEY REVIEW COMPLETED | Loading... |
| Feb 15, 2024 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Feb 15, 2024 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Feb 15, 2024 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Feb 15, 2024 | GNEA | O | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Feb 15, 2024 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Feb 5, 2024 | GPRA | F | PRIORITY ACTION E-MAILED | Loading... |
| Feb 5, 2024 | CPRA | R | PRIORITY ACTION WRITTEN | Loading... |
| Feb 5, 2024 | GPRN | O | NOTIFICATION OF PRIORITY ACTION E-MAILED | Loading... |
| Jan 26, 2024 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Aug 16, 2023 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Jul 20, 2023 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 009
downloadable electronic publications, namely, reports and informational and educational materials in the nature of white papers, brochures, and informational sheets in the fields of finances, financial planning, trusts, foundations, nonprofit organizations, trust services, estate planning, investment planning, investment management, investments, philanthropy, tax, tax planning, risk management, financial asset management, impact investing, and wealth management
Class 016
printed publications, namely, reports and informational and educational materials in the nature of white papers, brochures, and informational sheets in the fields of finances, financial planning, trusts, foundations, nonprofit organizations, trust services, estate planning, investment planning, investment management, investments, philanthropy, tax, tax planning, risk management, financial asset management, impact investing, and wealth management
Class 036
financial services, namely, investment services, namely, asset allocation, cash flow management, investment consultation, and investment management services; financial services, namely, trust and estate administration services and estate planning consultation; financial services, namely, risk management consultation; financial services, namely, financial asset management; financial services, namely, impact investing services for others for investments made with the intention to generate positive, measurable social and environmental impact alongside a financial return; financial planning and investment advisory services; financial services, namely, wealth management services
Class 041
educational services, namely, providing classes, seminars including webinars, and workshops in the fields of finances, financial planning, trusts, foundations, nonprofit organizations, trust services, estate planning, investment planning, investment management, investments, philanthropy, tax, tax planning, risk management, financial asset management, impact investing, and wealth management
Classification
International Classes
009
016
036
041
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"PERSONAL WEALTH ADVISORY"