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Official data from USPTO

CONNECTING YOUR MONEY TO YOUR LIFE.

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

CONNECTING YOUR MONEY TO YOUR LIFE.

ST13

US500000077270397

Class

35, 36, 45

Filing

77270397

Registration

3509734

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

31

Latest update

06/20/2018

Trademark type

Word

Nice classes

35, 36, 45

Filing date

09/03/2007

Registration date

09/30/2008

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

06/20/2018

Last transaction

06/20/2018

Responsible office

United States Patent and Trademark Office

Status code

800

Official register

Principal Register

Filing basis

Intent to use

First use anywhere

10/08/2007

First use in commerce

10/08/2007

Drawing code

4

Owner type

16

Owner location

PHOENIX, AZ, US

Examiner

LEE, JANET H

Law office

L20

Current location

TMEG LAW OFFICE 102

Holders and representatives

Holders

SANTOSHA, LLC
Winston Investments Limited Partnership

Representatives

Thomas R. Lofy Lofy Law, PC

Technical classification

Nice Classes

Class 35Class 36Class 45

Vienna Codes

No Vienna codes available.

Goods and services

Class 35

Assistanceadvisory services and consultancy with regard to business planningbusiness analysisbusiness managementbusiness organization; Business acquisition and merger consultation; Tracking and monitoring insurance compliance; Acquisition and merger consultation; Advertising and business management consultancy; Income tax consultation and preparation; Tax and taxation planningadviceinformation and consultancy services; Assistance with business management and planning

Class 36

Agencies or brokerage for trading of securitiessecurities index futuressecurities optionsoverseas market securities futures; Brokerage of shares or stocks and other securities; Administration of employee benefit plans concerning insurance and finance; trust management; Investment servicesasset acquisitionconsultationdevelopment and management services; Financial servicesa total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; investment advisory services; Financial planning for retirement; insurance agency and brokerage

Class 45

Legal services; attorney services

Publications

History of USPTO decisions and trademark events.

31 publications found

NAS8

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

06/20/2018

RNL1

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

06/20/2018

9G8P

REGISTERED - SEC. 9 GRANTED/CHECK RECORD FOR SEC. 8

06/20/2018

8PRT

REGISTERED - PARTIAL SEC. 8 (10-YR) ACCEPTED

06/20/2018

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

06/19/2018

E89R

TEAS SECTION 8 & 9 RECEIVED

06/07/2018

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

06/07/2018

REM2

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

09/30/2017

NA85

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

10/17/2013

C15A

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

10/17/2013

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

10/17/2013

815F

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

10/08/2013

E815

TEAS SECTION 8 & 15 RECEIVED

10/08/2013

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

04/29/2011

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

04/29/2011

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

04/29/2009

R.PR

REGISTERED-PRINCIPAL REGISTER

09/30/2008

REGV

LAW OFFICE REGISTRATION REVIEW COMPLETED

08/26/2008

CNPR

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

08/24/2008

SUPC

STATEMENT OF USE PROCESSING COMPLETE

08/13/2008

AITU

CASE ASSIGNED TO INTENT TO USE PARALEGAL

08/13/2008

IUAF

USE AMENDMENT FILED

07/31/2008

EISU

TEAS STATEMENT OF USE RECEIVED

07/31/2008

NOAM

NOA MAILED - SOU REQUIRED FROM APPLICANT

05/20/2008

PUBO

PUBLISHED FOR OPPOSITION

02/26/2008

NPUB

NOTICE OF PUBLICATION

02/06/2008

PREV

LAW OFFICE PUBLICATION REVIEW COMPLETED

01/22/2008

ALIE

ASSIGNED TO LIE

01/22/2008

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

12/07/2007

DOCK

ASSIGNED TO EXAMINER

12/06/2007

NWAP

NEW APPLICATION ENTERED

09/06/2007

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