Legal Representation
Attorney
Catherine T. Dobrowitsky
USPTO Deadlines
Next Deadline
2141 days remaining
Section 8 Declaration Due (Principal Register) (Based on registration date 20251104)
Due Date
November 04, 2031
Grace Period Ends
May 04, 2032
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
16 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Nov 4, 2025 | NRCC | E | NOTICE OF REGISTRATION CONFIRMATION EMAILED | Loading... |
| Nov 4, 2025 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Sep 16, 2025 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Sep 16, 2025 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Sep 10, 2025 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Aug 12, 2025 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Jul 31, 2025 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Jul 31, 2025 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Jul 31, 2025 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Jul 17, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Jul 17, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Jul 17, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Jul 17, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Feb 7, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Feb 7, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Feb 7, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial services, namely, financial planning and investment management; Financial advisory, planning and consultancy services; Providing financial services, namely, providing a holistic approach to financial planning by evaluating a client's needs, investigating potential solutions, and implementing a customized financial plan; Providing a retirement financial evaluation, namely, providing financial information to prepare individuals for retirement and post-retirement financial needs; Financial asset management; Financial services, namely, investment portfolio management; Financial services, namely, investment planning services; Financial services, namely, wealth management; Investment advice, consultation and management of personal and retirement investments; Financial information provided by electronic means; Providing a web site that assists consumers in the management of investments and financial assets; Providing financial information via a web site; Financial services, namely, providing financial information in the field of financial wellness, financial planning, and retirement planning;
First Use Anywhere:
Feb 4, 2025
First Use in Commerce:
Feb 4, 2025
Class 041
On-line journals, namely, blogs featuring information in the field of financial wellness, financial planning, and retirement planning; Providing on-line non-downloadable articles in the field of financial wellness, financial planning, and retirement planning
First Use Anywhere:
Feb 4, 2025
First Use in Commerce:
Feb 4, 2025
Classification
International Classes
036
041
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
FINANCIAL