NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
08/08/2019
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Official data from USPTO
PROFOCUS
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Active USPTO registrationType: WordOffice: United States
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
08/08/2019
Trademark type
Word
Nice classes
36
Filing date
04/10/2009
Registration date
11/10/2009
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
08/08/2019
Last transaction
08/08/2019
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
First use anywhere
10/01/1995
First use in commerce
10/01/1995
Drawing code
4
Owner type
03
Owner location
PHOENIX, AZ, US
Examiner
COOPER, CHRISTINE H
Law office
M40
Current location
GENERIC WEB UPDATE
Holders and representatives
Holders
P. I. (pessoa física)
P. I. (pessoa física)
Representatives
Edward J Ribadeneira Ribadeneira Law Offices, PC
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Estate planning; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analyses; Financial analysis and consultation; Financial and investment servicesmanagement and brokerage in the fields of stocksbondsoptionscommoditiesfutures and other securitiesthe investment of funds of others; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultancy services in the area of healthcare; Financial consultation; Financial consulting; Financial consulting servicesexpert analysis in finance; Financial evaluation for insurance purposes; Financial information and advisory services; Financial information and evaluations; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planningthe creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research and information services; Financial risk management; Financial risk management consultation; Financial servicesa total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial servicesassisting others with the completion of financial transactions for stocksbondssecurities and equities; Financial servicescoordinationwithin a single accountof an investment portfolio's maintenancetradingrebalancingtax management needs; Financial servicesestate settlement services; Financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment services; Insurance and financial information and consultancy services; Providing a web site featuring personal financial information and financial advice; Providing financial information; Providing information and advice in the field of financefinancial investmentsfinancial valuationsthe financial aspects of retirement
Publications
History of USPTO decisions and trademark events.
31 publications found
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
08/08/2019
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
08/08/2019
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
08/08/2019
E89R
TEAS SECTION 8 & 9 RECEIVED
07/10/2019
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
11/10/2018
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
01/06/2016
NAS8
NOTICE OF ACCEPTANCE OF SEC. 8 - MAILED
02/21/2015
8.OK
REGISTERED - SEC. 8 (6-YR) ACCEPTED
02/21/2015
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
02/20/2015
8.AF
REGISTERED - SEC. 8 (6-YR) FILED
02/18/2015
PAPER RECEIVED
02/18/2015
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
06/24/2013
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
06/24/2013
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
06/24/2013
R.PR
REGISTERED-PRINCIPAL REGISTER
11/10/2009
PUBO
PUBLISHED FOR OPPOSITION
08/25/2009
NPUB
NOTICE OF PUBLICATION
08/05/2009
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
07/21/2009
ALIE
ASSIGNED TO LIE
07/21/2009
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
07/13/2009
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
06/30/2009
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
06/30/2009
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
06/30/2009
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
06/27/2009
GNRT
NON-FINAL ACTION E-MAILED
06/27/2009
CNRT
NON-FINAL ACTION WRITTEN
06/27/2009
DOCK
ASSIGNED TO EXAMINER
06/26/2009
MPMK
NOTICE OF PSEUDO MARK MAILED
04/15/2009
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
04/14/2009
NWAP
NEW APPLICATION ENTERED
04/14/2009
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