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Official data from USPTO

WE ASSIST THE WEALTHY IN BETTER MANAGING THEIR FINANCIAL CHALLENGES

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

WE ASSIST THE WEALTHY IN BETTER MANAGING THEIR FINANCIAL CHALLENGES

ST13

US500000076262784

Class

36

Filing

76262784

Registration

2575937

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

22

Latest update

12/16/2022

Trademark type

Word

Nice classes

36

Filing date

05/25/2001

Registration date

06/04/2002

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

11/19/2022

Last transaction

12/16/2022

Responsible office

United States Patent and Trademark Office

Status code

800

Official register

Principal Register

First use anywhere

1990-12-00

First use in commerce

1991-02-00

Drawing code

1

Owner type

01

Owner location

San Marino, CA

Examiner

TAMBOURINO, ANTHONY

Law office

L70

Current location

GENERIC WEB UPDATE

Holders and representatives

Holders

Escudero, Enrique

Representatives

Susan D. Pitchford Chernoff Vilhauer LLP

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

insurance brokerage services in the field of lifedisability and long-term care; financial consultation and analysis in the fields of asset management and corporate benefit plans; estate planning

Publications

History of USPTO decisions and trademark events.

22 publications found

NA89

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

11/19/2022

RNL2

REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)

11/19/2022

89AG

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

11/19/2022

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

11/19/2022

E89R

TEAS SECTION 8 & 9 RECEIVED

05/13/2022

REM2

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

06/04/2021

RNL1

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

07/25/2011

89AG

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

07/25/2011

E89R

TEAS SECTION 8 & 9 RECEIVED

07/21/2011

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

11/11/2010

C15A

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

01/31/2008

PLGL

ASSIGNED TO PARALEGAL

01/31/2008

815F

REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED

01/14/2008

MAIL

PAPER RECEIVED

01/14/2008

CFIT

CASE FILE IN TICRS

09/06/2007

R.PR

REGISTERED-PRINCIPAL REGISTER

06/04/2002

PUBO

PUBLISHED FOR OPPOSITION

03/12/2002

NPUB

NOTICE OF PUBLICATION

02/20/2002

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

01/11/2002

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

11/08/2001

CNRT

NON-FINAL ACTION MAILED

09/20/2001

DOCK

ASSIGNED TO EXAMINER

08/30/2001

Continuous trademark protection

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