REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
08/07/2026
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Official data from USPTO
DESIREMENT PLANNING
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
DESIREMENT PLANNING
ST13
US500000078597304Class
36
Filing
78597304
Registration
3276749
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
45
Latest update
08/07/2026
Trademark type
Word
Nice classes
36
Filing date
03/29/2005
Registration date
08/07/2007
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
09/01/2017
Last transaction
08/07/2026
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
11/01/2004
First use in commerce
04/01/2005
Drawing code
4
Owner type
01
Owner location
EAST LONGMEADOW, MA, US
Examiner
PEETE, KYLE C
Law office
M30
Current location
GENERIC WEB UPDATE
Holders and representatives
Holders
EPSTEIN, CHARLES D.
THE 401K COACH, LLC
EPSTEIN, CHARLES D.
Representatives
Karen K. Chadwell Doherty, Wallace, Pillsbury & Murphy, P.C.
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial planning designed to provide financial independence for individuals which focuses on defining and achieving their life's goals and aspirations
Publications
History of USPTO decisions and trademark events.
45 publications found
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
04/14/2021
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
04/06/2021
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
04/06/2021
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
04/06/2021
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
04/06/2021
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
04/06/2021
NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
09/01/2017
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
09/01/2017
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
09/01/2017
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
09/01/2017
E89R
TEAS SECTION 8 & 9 RECEIVED
07/24/2017
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
08/07/2016
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
09/28/2015
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
09/28/2015
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
04/24/2014
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
04/24/2014
EROP
TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
04/24/2014
PR23
POST REGISTRATION ACTION MAILED - SEC. 8 & 15
10/31/2013
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
08/24/2013
815F
REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
08/07/2013
E815
TEAS SECTION 8 & 15 RECEIVED
08/07/2013
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
03/07/2012
R.PR
REGISTERED-PRINCIPAL REGISTER
08/07/2007
REGV
LAW OFFICE REGISTRATION REVIEW COMPLETED
05/17/2007
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
05/16/2007
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
05/01/2007
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
05/01/2007
ALIE
ASSIGNED TO LIE
05/01/2007
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
04/02/2007
CNRT
NON-FINAL ACTION MAILED
10/05/2006
CNRT
SU - NON-FINAL ACTION - WRITTEN
10/04/2006
SUPC
STATEMENT OF USE PROCESSING COMPLETE
09/21/2006
IUAF
USE AMENDMENT FILED
08/28/2006
EISU
TEAS STATEMENT OF USE RECEIVED
08/28/2006
NOAM
NOA MAILED - SOU REQUIRED FROM APPLICANT
03/21/2006
PUBO
PUBLISHED FOR OPPOSITION
12/27/2005
NPUB
NOTICE OF PUBLICATION
12/07/2005
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
10/31/2005
ALIE
ASSIGNED TO LIE
10/31/2005
CNEA
EXAMINER'S AMENDMENT MAILED
10/28/2005
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
10/27/2005
CNEA
EXAMINERS AMENDMENT -WRITTEN
10/27/2005
DOCK
ASSIGNED TO EXAMINER
10/24/2005
NWAP
NEW APPLICATION ENTERED
04/05/2005
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