USPTO Deadlines
Application History
18 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Aug 26, 2025 | CNPR | P | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | Loading... |
| Aug 26, 2025 | SUNA | E | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | Loading... |
| Aug 14, 2025 | AITU | A | CASE ASSIGNED TO INTENT TO USE PARALEGAL | Loading... |
| Aug 14, 2025 | SUPC | I | STATEMENT OF USE PROCESSING COMPLETE | Loading... |
| Dec 3, 2024 | EISU | I | TEAS STATEMENT OF USE RECEIVED | Loading... |
| Dec 3, 2024 | IUAF | S | USE AMENDMENT FILED | Loading... |
| Nov 26, 2024 | NOAM | E | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | Loading... |
| Oct 15, 2024 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Oct 15, 2024 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Sep 25, 2024 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Sep 6, 2024 | GNEA | F | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Sep 6, 2024 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Sep 6, 2024 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Sep 6, 2024 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Sep 6, 2024 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Sep 3, 2024 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jun 8, 2024 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Feb 8, 2024 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial advice; Financial consultancy; Financial planning; Investment advisory services; Financial portfolio analysis; Financial services, namely, coordination of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Strategic financial advisory services; Financial services, namely, wealth management services
First Use Anywhere:
Jan 19, 2024
First Use in Commerce:
May 8, 2024
Classification
International Classes
036
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"WEALTH MANAGEMENT"