REM3
COURTESY REMINDER - SEC. 71 (6-YR) E-MAILED
10/06/2025
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Official data from USPTO
PHI-A
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
PHI-A
ST13
US500000079275451Class
9, 36, 42
Filing
79275451
Registration
6166365
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
33
Latest update
10/07/2025
Trademark type
Word
Nice classes
9, 36, 42
Filing date
11/05/2019
Registration date
10/06/2020
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
10/06/2020
Last transaction
10/07/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Drawing code
4
Owner type
34
Owner location
FR
Examiner
HAN,DAWN L
Law office
L70
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
PHIADVISOR
1,618 ADVISORS
Representatives
WILLIAM SCOTT GOLDMAN GOLDMAN LAW GROUP
Technical classification
Nice Classes
Class 9Class 36Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 9
Downloadable mobile applications in the fields of asset managementfinancial analysis and investment for monitoring sector rotations and market phasesidentifying market trends and opportunitiessetting financial asset management strategies for stocks investment
Class 36
Analysis of financial data; providing advice in financinginvestmentfinancial asset management; capital investmentfinancing and financial asset management services; financial risk assessment services and financial risk management services; conducting of financial affairs on-linenamely providing an on-line searchable database featuring financial information and financial advice for monitoring sector rotations and market phasesidentifying market trends and opportunitiessetting financial asset management strategies for stocks investment; none of foregoing services in connection with debt collection
Class 42
Software as a service (SaaS) in the fields of asset managementfinancial analysis and investment featuring software services for monitoring sector rotations and market phasesidentifying market trends and opportunitiessetting financial asset management strategies for stocks investment; platform as a service (PaaS) in the fields of asset managementfinancial analysis and investment featuring computer software platforms for monitoring sector rotations and market phasesidentifying market trends and opportunitiessetting financial asset management strategies for stocks investment; designdevelopmentmaintenance and updating of online websitesInternet website portals and online web hosting platformsall for third parties and in the fields of asset managementfinancial analysis and investment; analysis of technical data in the fields of financial management; algorithm software development in the fields of asset managementfinancial analysis and investment
Publications
History of USPTO decisions and trademark events.
33 publications found
NREP
NEW REPRESENTATIVE AT IB RECEIVED
07/02/2022
FINO
FINAL DECISION TRANSACTION PROCESSED BY IB
02/14/2021
FICS
FINAL DISPOSITION NOTICE SENT TO IB
01/23/2021
FIMP
FINAL DISPOSITION PROCESSED
01/23/2021
FICR
FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB
01/06/2021
R.PR
REGISTERED-PRINCIPAL REGISTER
10/06/2020
ADCH
CHANGE OF NAME/ADDRESS REC'D FROM IB
09/04/2020
GPNX
NOTIFICATION PROCESSED BY IB
07/31/2020
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
07/21/2020
PUBO
PUBLISHED FOR OPPOSITION
07/21/2020
OPNS
NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB
07/15/2020
OP2R
NOTICE OF START OF OPPOSITION PERIOD CREATED, TO BE SENT TO IB
07/15/2020
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
07/01/2020
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
06/15/2020
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
05/20/2020
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
05/19/2020
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
05/19/2020
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
05/18/2020
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
05/18/2020
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
05/18/2020
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
05/18/2020
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
05/18/2020
RFNT
REFUSAL PROCESSED BY IB
03/27/2020
RFCS
NON-FINAL ACTION MAILED - REFUSAL SENT TO IB
03/07/2020
RFRR
REFUSAL PROCESSED BY MPU
03/07/2020
RFCR
NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW
02/15/2020
CNRT
NON-FINAL ACTION WRITTEN
02/14/2020
DOCK
ASSIGNED TO EXAMINER
02/08/2020
MAFR
APPLICATION FILING RECEIPT MAILED
01/14/2020
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
01/10/2020
LIMI
LIMITATION FROM ORIGINAL APPLICATION ENTERED
01/09/2020
REPR
SN ASSIGNED FOR SECT 66A APPL FROM IB
01/02/2020
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