Legal Representation
Attorney
Harris A. Wolin
USPTO Deadlines
Next Deadline
2029 days remaining
Section 8 Declaration Due (Principal Register) (Based on registration date 20250819)
Due Date
August 19, 2031
Grace Period Ends
February 19, 2032
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
16 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Aug 19, 2025 | NRCC | E | NOTICE OF REGISTRATION CONFIRMATION EMAILED | Loading... |
| Aug 19, 2025 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Jun 5, 2025 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Jun 5, 2025 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | Loading... |
| Jun 5, 2025 | COAR | I | TEAS CHANGE OF OWNER ADDRESS RECEIVED | Loading... |
| Jun 3, 2025 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Jun 3, 2025 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| May 28, 2025 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| May 1, 2025 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| May 1, 2025 | IUAA | P | USE AMENDMENT ACCEPTED | Loading... |
| Apr 30, 2025 | AUPC | I | AMENDMENT TO USE PROCESSING COMPLETE | Loading... |
| Apr 30, 2025 | IUAF | S | USE AMENDMENT FILED | Loading... |
| Apr 30, 2025 | EAAU | I | TEAS AMENDMENT OF USE RECEIVED | Loading... |
| Apr 28, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Apr 24, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Oct 28, 2024 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, creating personalized strategies for converting home equity into tax-free cash for purchasing annuities, life insurance, long-term care, investments, and other financial instruments; Financial advisory services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial restructuring services; Financial services, namely, mortgage planning; Financial services, namely, mortgage refinancing; Financial services, namely, wealth management services; Information, advisory, consultancy and financial research services relating to finance and investments; Providing financial advisory services; Strategic financial advisory services
First Use Anywhere:
Apr 22, 2025
First Use in Commerce:
Apr 22, 2025
Classification
International Classes
036