Legal Representation
Attorney
Glenn K. Robbins II
USPTO Deadlines
Next Deadline
84 days remaining
Non-Final Action Mailed
Due Date
January 30, 2026
Extension Available
Until April 30, 2026
Additional deadlines exist. Contact your attorney for complete deadline information.
Application History
8 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Oct 30, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Oct 30, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Oct 30, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Oct 23, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Oct 9, 2025 | MDSM | E | NOTICE OF DESIGN SEARCH CODE E-MAILED | Loading... |
| Oct 9, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Jun 4, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Jun 4, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial advice relating to income tax; Investment management; Financial risk management; Long-term care insurance underwriting; Social security and Medicare claims administration and consulting services rendered to individuals; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, wealth management services
First Use Anywhere:
Jun 1, 2025
First Use in Commerce:
Jun 1, 2025
Additional Information
Design Mark
The mark consists of five rectangles arranged side by side in a horizontal row in midnight blue, each rectangle having a pewter square at the top. Inside each square is a spelling the word "TRUST" from left to right in midnight blue. The first rectangle contains the letter "T" above the white wording "TAX-EFFICIENT STRATEGIES" The second rectangle contains the letter "R" above the white wording "RISK & INVESTMENT MANAGEMENT" The third rectangle contains the letter "U" above the white wording "UNDERSTANDING MEDICARE AND LONG-TERM CARE" The fourth rectangle contains the letter "S" above the white wording "STRATEGIC INCOME PLANNING" The fifth rectangle contains the letter "T" above the white wording "TRANSFER OF WEALTH".
Color Claim
The color(s) Midnight Blue, Pewter, White is/are claimed as a feature of the mark.
Pseudo Mark
T TAX EFFICIENT STRATEGIES R RISK AND INVESTMENT MANAGEMENT U UNDERSTANDING MEDICARE AND LONGTERM CARES STRATEGIC INCOME PLANNING T TRANSFER OF WEALTH
Classification
International Classes
036