Legal Representation
Attorney
Kimberlee A. Boyle
USPTO Deadlines
Next Deadline
1905 days remaining
Section 8 (6-Year) Declaration Due (Based on registration date 2024-10-22)
Due Date
October 22, 2030
Grace Period Ends
April 22, 2031
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
20 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Oct 22, 2024 | NRCC | E | NOTICE OF REGISTRATION CONFIRMATION EMAILED | Loading... |
| Oct 22, 2024 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Sep 13, 2024 | CNPR | P | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | Loading... |
| Sep 13, 2024 | SUNA | E | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | Loading... |
| Aug 22, 2024 | AITU | A | CASE ASSIGNED TO INTENT TO USE PARALEGAL | Loading... |
| Aug 22, 2024 | SUPC | I | STATEMENT OF USE PROCESSING COMPLETE | Loading... |
| Jun 27, 2024 | EISU | I | TEAS STATEMENT OF USE RECEIVED | Loading... |
| Jun 27, 2024 | IUAF | S | USE AMENDMENT FILED | Loading... |
| Jun 25, 2024 | NOAM | E | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | Loading... |
| Apr 30, 2024 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Apr 30, 2024 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Apr 10, 2024 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Mar 26, 2024 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Mar 26, 2024 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Mar 26, 2024 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Mar 26, 2024 | GNEA | F | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Mar 26, 2024 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Mar 22, 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 035
Tax planning, advice, information, and consultancy services; Accounting services; Bookkeeping
First Use Anywhere:
Jul 17, 2023
First Use in Commerce:
Jul 17, 2023
Class 036
Financial planning for retirement; Financial retirement plan consulting services; Investment advisory services; Investment management services; Providing information and research in the field of finance and financial investments; Securities brokerage services; Investment brokerage; Financial services in the nature of analysis, consultation and forecasting, investment management, financial planning, retirement planning, portfolio analysis and management, estate planning consultation, risk management, investment brokerage services, trust and inheritance planning
First Use Anywhere:
Jul 17, 2023
First Use in Commerce:
Jul 17, 2023
Class 041
Educational services, namely, providing seminars, online non-downloadable webinars, courses, workshops, and podcasts in the fields of retirement planning, financial planning, financial information, life in retirement living, investments, and money management; Educational and entertainment services, namely, providing a continuing podcast about retirement planning, financial planning, financial information, investments, and money management accessible by radio, satellite, audio, video and computer networks and digital platforms; Entertainment services, namely, providing an ongoing radio program in the fields of retirement planning, financial planning, financial information, investments, and money management
First Use Anywhere:
Jul 17, 2023
First Use in Commerce:
Jul 17, 2023
Class 042
Providing temporary use of online, non-downloadable software for providing financial information in the nature of investment, retirement, and financial information and for providing financial assessments, planning, and management tools
First Use Anywhere:
Jul 17, 2023
First Use in Commerce:
Jul 17, 2023
Classification
International Classes
035
036
041
042
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"WEALTH MANAGEMENT"