Legal Representation
Attorney
Maria Johnson
USPTO Deadlines
Next Deadline
20 days remaining
Final Refusal E-Mailed
Due Date
January 07, 2026
Extension Available
Until April 07, 2026
Application History
20 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Dec 10, 2025 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Dec 9, 2025 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Dec 9, 2025 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Dec 9, 2025 | GNEA | F | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Dec 9, 2025 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Nov 11, 2025 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Nov 11, 2025 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Nov 11, 2025 | ERFR | I | TEAS REQUEST FOR RECONSIDERATION RECEIVED | Loading... |
| Oct 7, 2025 | GNFN | O | NOTIFICATION OF FINAL REFUSAL EMAILED | Loading... |
| Oct 7, 2025 | GNFR | O | FINAL REFUSAL E-MAILED | Loading... |
| Oct 7, 2025 | CNFR | R | FINAL REFUSAL WRITTEN | Loading... |
| Sep 5, 2025 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Sep 5, 2025 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Sep 5, 2025 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Jun 10, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Jun 10, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Jun 10, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| May 30, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Dec 11, 2024 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Dec 11, 2024 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 016
Printed books in the field of wealth strategies, financial planning, investment services, trust funds, retirement plans; Printed brochures in the field of wealth strategies, financial planning, investment services, trust funds, retirement plans
Class 035
Testing to determine professional competency of others, namely, providing online surveys, questionnaires, and assessments to evaluate professional competency in the fields of estate planning, wealth strategies, and business succession planning; testing to determine personal competency for business purposes, namely, providing online personality surveys, questionnaires, and assessments at the completion of coursework to determine employment suitability in the fields of estate planning, wealth strategies, and business succession planning
Class 041
Educational services, namely, conducting classes, seminars, conferences, and workshops using diagrams, an educational tool designed to illustrate awareness of motive and misunderstanding, technical excellence, vetting and stewardship, aiming for maximum results and sustainable intent in the fields of estate and business succession planning; Educational services, namely, providing professional workshops and training courses for clients, financial advisors, business consultants, and related professionals in the field of estate, tax, and business succession planning services
Class 045
Legal services, namely, providing counseling in estate, tax, and business succession planning services to families; Counseling in the field of developing, strengthening and sustaining well-balanced families and family relationships
Classification
International Classes
016
035
041
045