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Official data from USPTO

BENEFICIARY DIRECTORY

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Active USPTO registrationType: CombinedOffice: United States

Quick snapshot

BENEFICIARY DIRECTORY

ST13

US500000076627511

Class

16

Filing

76627511

Registration

3058301

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

32

Latest update

08/05/2025

Trademark type

Combined

Nice classes

16

Filing date

01/10/2005

Registration date

02/07/2006

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

07/15/2025

Last transaction

08/05/2025

Responsible office

United States Patent and Trademark Office

Status code

800

Official register

Supplemental Register

First use anywhere

09/01/2004

First use in commerce

09/01/2004

Drawing code

5

Owner type

01

Owner location

Natick, MA

Examiner

WILKE, JOHN

Current location

PUBLICATION AND ISSUE SECTION

Holders and representatives

Holders

Kaizerman, Mark H.

Representatives

David M. Lipshutz Fields and Dennis

Technical classification

Nice Classes

Class 16

Vienna Codes

No Vienna codes available.

Goods and services

Class 16

Business record books; Financial record books; Data books; Printed guides and guide books for identifyingcompilingorganizinglocating and/or retrieving estate and financial planning documents and information; Books constituting a system for identifyingcompilingorganizinglocating and/or retrieving estate and financial planning documents and information

Publications

History of USPTO decisions and trademark events.

32 publications found

NA89

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

07/15/2025

RNL2

REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)

07/15/2025

89AG

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

07/15/2025

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

07/11/2025

E89R

TEAS SECTION 8 & 9 RECEIVED

02/07/2025

REM2

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

02/07/2025

NA89

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

03/20/2015

RNL1

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

03/20/2015

89AG

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

03/20/2015

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

03/20/2015

E89R

TEAS SECTION 8 & 9 RECEIVED

03/04/2015

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

02/23/2015

REM2

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

02/07/2015

8.OK

REGISTERED - SEC. 8 (6-YR) ACCEPTED

05/17/2011

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

05/17/2011

ES8R

TEAS SECTION 8 RECEIVED

04/25/2011

R.SR

REGISTERED-SUPPLEMENTAL REGISTER

02/07/2006

PREV

LAW OFFICE PUBLICATION REVIEW COMPLETED

12/28/2005

ALIE

ASSIGNED TO LIE

12/23/2005

CNEA

EXAMINERS AMENDMENT MAILED

12/19/2005

CNTA

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

12/16/2005

CNEA

EXAMINERS AMENDMENT -WRITTEN

12/16/2005

CNRT

NON-FINAL ACTION MAILED

12/16/2005

CNRT

NON-FINAL ACTION WRITTEN

12/16/2005

ACEC

AMENDMENT FROM APPLICANT ENTERED

12/07/2005

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

09/30/2005

MAIL

PAPER RECEIVED

09/30/2005

CNRT

NON-FINAL ACTION MAILED

08/17/2005

CNRT

NON-FINAL ACTION WRITTEN

08/16/2005

DOCK

ASSIGNED TO EXAMINER

08/10/2005

MAIL

PAPER RECEIVED

03/01/2005

NWAP

NEW APPLICATION ENTERED

01/26/2005

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