Legal Representation
Attorney
Michael D. Lazzara
USPTO Deadlines
Application History
14 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Dec 9, 2025 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Dec 9, 2025 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Dec 3, 2025 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Nov 10, 2025 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Nov 7, 2025 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Nov 7, 2025 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Nov 7, 2025 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Aug 20, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Aug 20, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Aug 20, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| May 16, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| May 13, 2025 | MDSC | E | NOTICE OF DESIGN SEARCH CODE E-MAILED | Loading... |
| May 13, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Nov 25, 2024 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial advisory services in the field of advising others on retirement income planning, field of tax planning, field of risk management and asset protection, field of insurance planning, field of eldercare and long-term care planning, field of social security planning, field of 529 college savings plan and college planning, field of strategic money management, field of investment withdrawal strategy, field of business succession planning, field of charitable giving, field of family support issues, field of second opinions, field of retirement planning, field of education planning, and field of investment management
First Use Anywhere:
Dec 31, 2022
First Use in Commerce:
Dec 31, 2022
Additional Information
Design Mark
The mark consists of a design featuring six triangles that form a prism. The colors black, grey, and white represent background, outlining, shading, and transparent areas and are not claimed as features of the mark.
Classification
International Classes
036