Legal Representation
Attorney
Sarah Parker
USPTO Deadlines
Next Deadline
1925 days remaining
Section 8 Declaration Due (Principal Register) (Based on registration date 20250429)
Due Date
April 29, 2031
Grace Period Ends
October 29, 2031
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
25 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Apr 29, 2025 | NRCC | E | NOTICE OF REGISTRATION CONFIRMATION EMAILED | Loading... |
| Apr 29, 2025 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Mar 11, 2025 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Mar 11, 2025 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Mar 5, 2025 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Feb 14, 2025 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Feb 4, 2025 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Feb 4, 2025 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Feb 4, 2025 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Jan 29, 2025 | ASGN | I | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | Loading... |
| Jan 22, 2025 | IUAA | P | USE AMENDMENT ACCEPTED | Loading... |
| Jan 17, 2025 | AUPC | I | AMENDMENT TO USE PROCESSING COMPLETE | Loading... |
| Jan 17, 2025 | IUAF | S | USE AMENDMENT FILED | Loading... |
| Jan 17, 2025 | EAAU | I | TEAS AMENDMENT OF USE RECEIVED | Loading... |
| Oct 28, 2024 | XELG | O | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | Loading... |
| Oct 28, 2024 | XELR | I | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | Loading... |
| Oct 3, 2024 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Oct 3, 2024 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Oct 3, 2024 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Aug 8, 2024 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Aug 8, 2024 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Aug 8, 2024 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Aug 8, 2024 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| May 5, 2024 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Jan 12, 2024 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
College counseling services, namely, assisting students in applying for scholarships and financial aid; Financial administration of retirement plans; Financial advisory and consultancy services; Financial evaluation for insurance purposes; Financial management; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial risk assessment services; Financial risk management; Financial risk management consultation; Financial services, namely, estate settlement services; Financial asset management; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial retirement plan consulting services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments
First Use Anywhere:
Jan 2, 2025
First Use in Commerce:
Jan 2, 2025
Additional Information
Pseudo Mark
HOMRICH AND BERG WEALTH
Classification
International Classes
036
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
WEALTH