Legal Representation
Attorney
Edward A. Houlehan
USPTO Deadlines
Application History
9 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Aug 12, 2025 | NRCC | E | NOTICE OF REGISTRATION CONFIRMATION EMAILED | Loading... |
| Aug 12, 2025 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Jun 24, 2025 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Jun 24, 2025 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Jun 18, 2025 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| May 23, 2025 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| May 14, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| May 11, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Nov 21, 2024 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial advice and consultancy services; Financial advisory services; Financial consultancy services; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial investment brokerage services; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial retirement plan consulting services; Financial risk management; Financial risk management consultation; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, wealth management services; Financial planning and investment advisory services; Information, advisory, consultancy and financial research services relating to finance and investments; Investment management; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Strategic financial advisory services
First Use Anywhere:
Apr 28, 2010
First Use in Commerce:
Apr 28, 2010
Classification
International Classes
036