Legal Representation
Attorney
Shane G. Smith
USPTO Deadlines
Next Deadline
79 days remaining
Non-Final Action E-Mailed
Due Date
April 20, 2026
Extension Available
Until July 20, 2026
Application History
8 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jan 20, 2026 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Jan 20, 2026 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Jan 20, 2026 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Jan 5, 2026 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Dec 30, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Dec 27, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Aug 14, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Aug 14, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial advisory and consultancy services; Financial services, namely, wealth management services; Financial consultation in the field of resource and cash flow management for financial advisors
First Use Anywhere:
Apr 1, 2023
First Use in Commerce:
Apr 1, 2023
Class 041
Personal coaching services in the field of practice management, practice growth, and succession planning for financial advisors
First Use Anywhere:
Apr 1, 2023
First Use in Commerce:
Apr 1, 2023
Classification
International Classes
036
041
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"Advisors"