Legal Representation
Attorney
James Juo
USPTO Deadlines
Next Deadline
2137 days remaining
Section 8 Declaration Due (Principal Register) (Based on registration date 20251028)
Due Date
October 28, 2031
Grace Period Ends
April 28, 2032
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
35 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Oct 28, 2025 | NRCC | E | NOTICE OF REGISTRATION CONFIRMATION EMAILED | Loading... |
| Oct 28, 2025 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Sep 9, 2025 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Sep 9, 2025 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Sep 3, 2025 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Aug 8, 2025 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Aug 7, 2025 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Aug 7, 2025 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Aug 7, 2025 | GNEA | F | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Aug 7, 2025 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Jun 25, 2025 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Jun 25, 2025 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Jun 25, 2025 | ERFR | I | TEAS REQUEST FOR RECONSIDERATION RECEIVED | Loading... |
| Jun 12, 2025 | RDX3 | O | NOTIFICATION FOR REQ FOR RECON DENIED NO APPEAL FILED | Loading... |
| Jun 12, 2025 | RDX1 | O | ACTION FOR REQ FOR RECON DENIED NO APPEAL FILED E-MAILED | Loading... |
| Jun 12, 2025 | RRDX | W | ACTION REQ FOR RECON DENIED NO APPEAL FILED COUNTED NOT MAILED | Loading... |
| May 6, 2025 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| May 6, 2025 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| May 6, 2025 | ERFR | I | TEAS REQUEST FOR RECONSIDERATION RECEIVED | Loading... |
| Apr 10, 2025 | XELG | O | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | Loading... |
| Apr 10, 2025 | XELR | I | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | Loading... |
| Apr 2, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Feb 11, 2025 | GNFN | O | NOTIFICATION OF FINAL REFUSAL EMAILED | Loading... |
| Feb 11, 2025 | GNFR | O | FINAL REFUSAL E-MAILED | Loading... |
| Feb 11, 2025 | CNFR | R | FINAL REFUSAL WRITTEN | Loading... |
| Oct 17, 2024 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Oct 17, 2024 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Oct 16, 2024 | ALIE | A | ASSIGNED TO LIE | Loading... |
| Jul 2, 2024 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Jun 19, 2024 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Jun 19, 2024 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Jun 19, 2024 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Jun 18, 2024 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jan 29, 2024 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Nov 10, 2023 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial advice, namely, budget planning for individuals; Personal financial planning for individuals; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Personal financial portfolio management for individuals; Personal investment advice for individuals; Personal investment advisory services for individuals; Personal investment management for individuals; Personal financial planning and investment advisory services for individuals
First Use Anywhere:
Jun 1, 2018
First Use in Commerce:
Jun 1, 2018
Additional Information
Translation
"WEALTH MANAGEMENT"
Classification
International Classes
036