NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
02/07/2026
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Official data from USPTO
UNDERSTANDING WEALTH
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
UNDERSTANDING WEALTH
ST13
US500000086133660Class
36
Filing
86133660
Registration
4889995
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
43
Latest update
03/03/2026
Trademark type
Word
Nice classes
36
Filing date
12/03/2013
Registration date
01/19/2016
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
02/07/2026
Last transaction
03/03/2026
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
12/03/2014
First use in commerce
12/03/2014
Drawing code
4
Owner type
03
Owner location
WEST JORDAN, UT, US
Examiner
MCCRAY, RENEE
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
HR BUSINESS PLANNING GROUP ADMINISTRATORS, INC.
Business Planning Group Insurance Agency, Inc., The
Representatives
Peter M. de Jonge THORPE NORTH AND WESTERN, LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial planning for retirement; financial retirement plan consulting services; providing information and advice in the field of financefinancial investmentsfinancial valuationsthe financial aspects of retirement; financial serviceswealth management services; life insurance serviceslife insurance brokerage; insurance consulting in the field of life insurance
Publications
History of USPTO decisions and trademark events.
43 publications found
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
02/07/2026
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
02/07/2026
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
02/07/2026
E89R
TEAS SECTION 8 & 9 RECEIVED
11/05/2025
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
01/19/2025
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
07/16/2021
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
07/16/2021
EROP
TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
07/15/2021
PR23
POST REGISTRATION ACTION MAILED - SEC. 8 & 15
07/09/2021
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
06/22/2021
E815
TEAS SECTION 8 & 15 RECEIVED
02/11/2021
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
02/10/2021
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
01/19/2021
R.PR
REGISTERED-PRINCIPAL REGISTER
01/19/2016
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
12/12/2015
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
12/11/2015
SUPC
STATEMENT OF USE PROCESSING COMPLETE
12/10/2015
IUAF
USE AMENDMENT FILED
11/20/2015
EISU
TEAS STATEMENT OF USE RECEIVED
11/20/2015
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
06/19/2015
EX2G
SOU EXTENSION 2 GRANTED
06/18/2015
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
06/18/2015
EXT2
SOU EXTENSION 2 FILED
05/20/2015
EEXT
SOU TEAS EXTENSION RECEIVED
05/20/2015
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
11/22/2014
EX1G
SOU EXTENSION 1 GRANTED
11/20/2014
EXT1
SOU EXTENSION 1 FILED
11/20/2014
EEXT
SOU TEAS EXTENSION RECEIVED
11/20/2014
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
05/20/2014
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
03/25/2014
PUBO
PUBLISHED FOR OPPOSITION
03/25/2014
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
03/05/2014
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
02/16/2014
ALIE
ASSIGNED TO LIE
02/16/2014
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
01/28/2014
XAEC
EXAMINER'S AMENDMENT ENTERED
01/28/2014
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
01/28/2014
GNEA
EXAMINERS AMENDMENT E-MAILED
01/28/2014
CNEA
EXAMINERS AMENDMENT -WRITTEN
01/28/2014
DOCK
ASSIGNED TO EXAMINER
01/27/2014
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
12/13/2013
NWAP
NEW APPLICATION ENTERED
12/06/2013
Continuous trademark protection
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