REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
02/20/2026
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Official data from USPTO
HELPING CLIENTS ACHIEVE AND MAINTAIN FINANCIAL INDEPENDENCE
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
HELPING CLIENTS ACHIEVE AND MAINTAIN FINANCIAL INDEPENDENCE
ST13
US500000078864740Class
36
Filing
78864740
Registration
3211139
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
30
Latest update
02/21/2026
Trademark type
Word
Nice classes
36
Filing date
04/19/2006
Registration date
02/20/2007
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
06/24/2017
Last transaction
02/21/2026
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
First use anywhere
04/01/2006
First use in commerce
04/19/2006
Drawing code
4
Owner type
03
Owner location
DENVER, CO, US
Examiner
NELSON, EDWARD
Law office
L60
Current location
GENERIC WEB UPDATE
Holders and representatives
Holders
MERCER ADVISORS INC.
TRAUST SOLLUS WEALTH MANAGEMENT, LLC
Zdenek Financial Planning, LLC
Representatives
Miriam D. Trudell Davis Graham & Stubbs LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial planningnamely the creation of personalized strategies to achieve financial independence
Publications
History of USPTO decisions and trademark events.
30 publications found
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
11/18/2024
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
11/18/2024
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
11/18/2024
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
05/17/2023
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
05/17/2023
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
05/17/2023
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
05/17/2023
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
05/17/2023
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
10/09/2019
NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
06/24/2017
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
06/24/2017
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
06/24/2017
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
06/24/2017
E89R
TEAS SECTION 8 & 9 RECEIVED
05/12/2017
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
02/20/2016
NAS8
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
03/11/2013
8.OK
REGISTERED - SEC. 8 (6-YR) ACCEPTED
03/11/2013
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
03/11/2013
ES8R
TEAS SECTION 8 RECEIVED
02/20/2013
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
12/03/2010
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
09/01/2010
R.PR
REGISTERED-PRINCIPAL REGISTER
02/20/2007
PUBO
PUBLISHED FOR OPPOSITION
12/05/2006
NPUB
NOTICE OF PUBLICATION
11/15/2006
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
10/09/2006
ALIE
ASSIGNED TO LIE
10/02/2006
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
09/25/2006
DOCK
ASSIGNED TO EXAMINER
09/25/2006
NWAP
NEW APPLICATION ENTERED
04/26/2006
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