Legal Representation
Attorney
George C. Rondeau, Jr.
USPTO Deadlines
Next Deadline
1968 days remaining
Section 8 Declaration Due (Principal Register) (Based on registration date 20250624)
Due Date
June 24, 2031
Grace Period Ends
December 24, 2031
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
22 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jun 24, 2025 | NRCC | E | NOTICE OF REGISTRATION CONFIRMATION EMAILED | Loading... |
| Jun 24, 2025 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Jun 5, 2025 | SUNA | E | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | Loading... |
| Jun 5, 2025 | CNPR | P | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | Loading... |
| May 15, 2025 | SUPC | I | STATEMENT OF USE PROCESSING COMPLETE | Loading... |
| Feb 25, 2025 | IUAF | S | USE AMENDMENT FILED | Loading... |
| May 16, 2025 | AITU | A | CASE ASSIGNED TO INTENT TO USE PARALEGAL | Loading... |
| Feb 26, 2025 | EISU | I | TEAS STATEMENT OF USE RECEIVED | Loading... |
| Sep 3, 2024 | NOAM | E | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | Loading... |
| Jul 9, 2024 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Jul 9, 2024 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Jun 19, 2024 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Jun 4, 2024 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Jun 4, 2024 | ATRV | O | ATTORNEY REVIEW COMPLETED | Loading... |
| May 6, 2024 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| May 6, 2024 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| May 6, 2024 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| May 6, 2024 | GNEA | F | EXAMINERS AMENDMENT E-MAILED | Loading... |
| May 6, 2024 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| May 4, 2024 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| May 3, 2024 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Jan 11, 2024 | 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
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"