Legal Representation
Attorney
Kim Cooper
USPTO Deadlines
Application History
12 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Oct 7, 2025 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Oct 7, 2025 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Oct 1, 2025 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Sep 5, 2025 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Sep 5, 2025 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Sep 5, 2025 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Sep 5, 2025 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Sep 5, 2025 | GNEA | F | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Aug 29, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Aug 28, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Mar 28, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Mar 28, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 009
Downloadable software in the nature of a mobile application for use in advising and consulting in the field of wealth management
Class 035
Business marketing consulting services; Business management consulting services in the field of wealth advising and wealth management; Business development consulting services; Business management in the field of wealth management; Organizing business networking events in the field of wealth management; Organizing, promoting and conducting exhibitions, tradeshows and events for business purposes
Class 036
Providing financial information via a web site; Providing information in the field of wealth management; Financial services, namely, wealth management services
Class 041
Educational services, namely, conducting classes, seminars, conferences, workshops, retreats, camps and field trips in the field of wealth advising and wealth management and distribution of training material in connection therewith; Arranging and conducting of training courses in the field of wealth advising and wealth management; Providing training in the field of wealth advising and wealth management; Organizing, arranging, and conducting social entertainment events in the field of wealth management; Event management services being organizing, arranging and conducting educational events in the field of wealth management
Class 042
Providing a web site featuring temporary use of non-downloadable software for use in financial planning, portfolio analysis, and wealth tracking in the field of wealth advising and wealth management
Class 045
Internet-based social networking services; Social networking services in the field of wealth advising and wealth management provided via a website; Online social networking services; Online social networking services in the field of wealth advising and wealth management
Classification
International Classes
009
035
036
041
042
045
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"ADVISOR"