Legal Representation
Attorney
George C. Rondeau, Jr.
USPTO Deadlines 3 active 3 overdue
| Deadline Type | Event Code | Deadline Date | Days Until | Priority | Extension Available |
|---|---|---|---|---|---|
|
EXAMINER AMENDMENT
Examiner's Amendment Completed |
CNEA | May 21, 2024 | 412 days overdue | Low | No |
|
OPPOSITION
Notice of Publication |
NPUB | Aug 08, 2024 | 333 days overdue | Medium | Until Sep 08, 2024 |
|
ITU SOU
Notice of Allowance Mailed - SOU Required |
NOAM | Mar 03, 2025 | 126 days overdue | High | Until Sep 03, 2025 |
Application History
22 events| Date | Code | Type | Description |
|---|---|---|---|
| Jun 24, 2025 | NRCC | E | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Jun 24, 2025 | R.PR | A | REGISTERED-PRINCIPAL REGISTER |
| Jun 5, 2025 | SUNA | E | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Jun 5, 2025 | CNPR | P | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| May 16, 2025 | AITU | A | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| May 15, 2025 | SUPC | I | STATEMENT OF USE PROCESSING COMPLETE |
| Feb 26, 2025 | EISU | I | TEAS STATEMENT OF USE RECEIVED |
| Feb 25, 2025 | IUAF | S | USE AMENDMENT FILED |
| Sep 3, 2024 | NOAM | E | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Jul 9, 2024 | PUBO | A | PUBLISHED FOR OPPOSITION |
| Jul 9, 2024 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Jun 19, 2024 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Jun 4, 2024 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Jun 4, 2024 | ATRV | O | ATTORNEY REVIEW COMPLETED |
| May 6, 2024 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| May 6, 2024 | XAEC | I | EXAMINER'S AMENDMENT ENTERED |
| May 6, 2024 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| May 6, 2024 | GNEA | F | EXAMINERS AMENDMENT E-MAILED |
| May 6, 2024 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN |
| May 4, 2024 | DOCK | D | ASSIGNED TO EXAMINER |
| May 3, 2024 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Jan 11, 2024 | NWAP | I | NEW APPLICATION ENTERED |
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
First Use Anywhere:
Feb 21, 2025
First Use in Commerce:
Feb 21, 2025
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
First Use Anywhere:
Feb 21, 2025
First Use in Commerce:
Feb 21, 2025
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
First Use Anywhere:
Feb 21, 2025
First Use in Commerce:
Feb 21, 2025
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
First Use Anywhere:
Feb 21, 2025
First Use in Commerce:
Feb 21, 2025
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
"ADVISORS"