Legal Representation
Attorney
Richard J. Gurak
USPTO Deadlines
Next Deadline
2074 days remaining
Section 8 Declaration Due (Supplemental Register) (Based on registration date 20250902)
Due Date
September 02, 2031
Grace Period Ends
March 02, 2032
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
16 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Sep 2, 2025 | NRCS | E | NOTICE OF REGISTRATION CONFIRMATION EMAILED | Loading... |
| Sep 2, 2025 | R.SR | A | REGISTERED-SUPPLEMENTAL REGISTER | Loading... |
| Jul 29, 2025 | CNTA | O | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | Loading... |
| Jul 29, 2025 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Jul 29, 2025 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Jul 29, 2025 | GNEA | F | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Jul 29, 2025 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Jun 27, 2025 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Jun 27, 2025 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Jun 27, 2025 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Jun 23, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Jun 23, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Jun 23, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Jun 5, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Dec 19, 2024 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Dec 19, 2024 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Broker-dealer financial services in the field of investment management including stocks, bonds, mutual funds, ETFs, alternative ETFs, private equity and debt, structured finance products; Providing expert retirement solutions and support, namely, providing information and advice in the fields of finance, financial investments, and the financial aspects of retirement, investment management; financial retirement plan consulting services relating to fiduciary responsibilities, retirement plan design for compliance and ongoing management, assist with provider selection and management, fiduciary support, participant education, investment committee meetings; All of the aforementioned tailored for assisting and supporting the businesses of financial advisors, wealth managers and insurance professionals
First Use Anywhere:
Dec 9, 2024
First Use in Commerce:
Dec 9, 2024
Classification
International Classes
036
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
GROUP