Legal Representation
Attorney
Catherine C. Miller
USPTO Deadlines
Next Deadline
2152 days remaining
Section 8 (6-Year) Declaration Due (Based on registration date 2025-06-03)
Due Date
June 03, 2031
Grace Period Ends
December 03, 2031
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
13 events| Date | Code | Type | Description |
|---|---|---|---|
| Jun 3, 2025 | NRCC | E | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Jun 3, 2025 | R.PR | A | REGISTERED-PRINCIPAL REGISTER |
| Apr 15, 2025 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Apr 15, 2025 | PUBO | A | PUBLISHED FOR OPPOSITION |
| Apr 9, 2025 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Mar 18, 2025 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Mar 18, 2025 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Mar 18, 2025 | GNEA | F | EXAMINERS AMENDMENT E-MAILED |
| Mar 18, 2025 | XAEC | I | EXAMINER'S AMENDMENT ENTERED |
| Mar 18, 2025 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN |
| Mar 17, 2025 | DOCK | D | ASSIGNED TO EXAMINER |
| Jan 27, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Sep 17, 2024 | NWAP | I | NEW APPLICATION ENTERED |
Detailed Classifications
Class 036
Financial investment in the field of securities, real estate and property management; Financial management; Financial planning; Financial portfolio management; Financial services in the nature of investment security; Financial services, namely, wealth management services; Investment management; Investment advisory services; Investment consultancy; Providing information and research in the field of finance and financial investments; Providing a website featuring information in the field of financial investments; Financial administration of retirement plans; Financial retirement plan consulting services
First Use Anywhere:
20170100
First Use in Commerce:
20170100
Class 042
Providing temporary use of online, non-downloadable interactive software that features information in the field of financial investments; providing temporary use of online, non-downloadable interactive software for establishing managed personal investment accounts; providing temporary use of online non-downloadable interactive financial planning software
First Use Anywhere:
20170100
First Use in Commerce:
20170100
Classification
International Classes
036
042
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"WEALTH MANAGEMENT"