Legal Representation
Attorney
Teresa Mason
USPTO Deadlines
Next Deadline
2146 days remaining
Section 8 Declaration Due (Principal Register) (Based on registration date 20251111)
Due Date
November 11, 2031
Grace Period Ends
May 11, 2032
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
16 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Nov 11, 2025 | NRCC | E | NOTICE OF REGISTRATION CONFIRMATION EMAILED | Loading... |
| Nov 11, 2025 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Sep 23, 2025 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Sep 23, 2025 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Sep 17, 2025 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Aug 20, 2025 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Aug 14, 2025 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Aug 14, 2025 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Aug 14, 2025 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| May 15, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| May 15, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| May 15, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| May 15, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| May 15, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Mar 20, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Mar 20, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial management, financial advice, financial planning and investment advisory services, financial portfolio management, financial valuations, financial retirement plan consulting services, financial services being asset and wealth management services, and financial planning in the fields of education funding, 529 college saving plans, Uniform Transfers to Minors Act, philanthropic services, endowments and foundations, donor advised funds, estate planning strategies, trust accounts, business and succession planning, cash management, corporate retirement plans, lending products, professional portfolio and asset management, alternative investments, fixed income, life insurance, real estate, values-based funds, private equity, structured products, long/short fund investing, and annuities; financial services in the nature of providing annuity, life insurance, and fixed income financial investment brokerage services; financial consultancy in the field of real estate; financial investment brokerage services for private and public equity funds; financial advisory services for mutual funds, developing and managing charitable giving, financial advice regarding tax management and estate planning
First Use Anywhere:
Apr 1, 2024
First Use in Commerce:
Apr 2, 2024
Classification
International Classes
036