Legal Representation
Attorney
Marcee G. Lundeen
USPTO Deadlines
Application History
8 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Dec 20, 2024 | MAB2 | E | ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND | Loading... |
| Dec 20, 2024 | ABN2 | O | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE | Loading... |
| Sep 5, 2024 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Sep 5, 2024 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Sep 5, 2024 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Sep 4, 2024 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jun 10, 2024 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Feb 10, 2024 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 035
Business advisory services; Business consultancy services; Business consultation services; Business consulting services; Business management consultancy and advisory services; Income tax preparation; Tax and taxation planning, advice, information and consultancy services; Tax preparation; Business risk management
First Use Anywhere:
Oct 13, 1983
First Use in Commerce:
Oct 13, 1983
Class 036
Estate planning; Estate trust planning; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial planning; 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 consultation; Financial planning for retirement; Financial planning, namely, real estate investment, wealth management services, tax and taxation, asset acquisition, risk management, and portfolio maintenance; Financial portfolio analysis 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; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, wealth management services; Financial advice, namely, budget planning; Financial counseling services, namely, helping others build a better working relationship with their money; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Providing financial assessment services to high-net-worth individuals, business owners, executives, retirees and pre-retirees, and financially independent women; Providing financial consultation services to high-net-worth individuals, business owners, executives, retirees and pre-retirees, and financially independent women; Strategic corporate financial advisory services; Strategic financial advisory services; Financial risk management; Financial risk management consultation; Insurance risk management; Real estate investment trust management services; Real estate investment trust advisory services
First Use Anywhere:
Oct 13, 1983
First Use in Commerce:
Oct 13, 1983
Classification
International Classes
035
036