Legal Representation
Attorney
Alison Frey
USPTO Deadlines
Next Deadline
2147 days remaining
Section 8 Declaration Due (Principal Register) (Based on registration date 20251216)
Due Date
December 16, 2031
Grace Period Ends
June 16, 2032
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
10 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Dec 16, 2025 | NRCC | E | NOTICE OF REGISTRATION CONFIRMATION EMAILED | Loading... |
| Dec 16, 2025 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Oct 28, 2025 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Oct 28, 2025 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Oct 22, 2025 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Sep 29, 2025 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Sep 25, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| May 12, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| May 12, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| May 12, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Investment advisory services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial services, namely, wealth management services; Investment management; Financial asset management; Estate planning; Investment consultancy; Financial trust administration; Estate trust management; Financial trust planning; Trust services, namely, investment and trust company services
First Use Anywhere:
Apr 21, 2025
First Use in Commerce:
Apr 21, 2025
Classification
International Classes
036