NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
06/13/2024
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Official data from USPTO
FINANCIAL TRAJECTORY ANALYSIS
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
FINANCIAL TRAJECTORY ANALYSIS
ST13
US500000086178471Class
36
Filing
86178471
Registration
4608943
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
28
Latest update
06/13/2024
Trademark type
Word
Nice classes
36
Filing date
01/29/2014
Registration date
09/23/2014
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
06/13/2024
Last transaction
06/13/2024
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
First use anywhere
01/06/2014
First use in commerce
01/06/2014
Drawing code
4
Owner type
01
Owner location
Melville, NY, US
Examiner
BRACEY, KAREN
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
J. K. (pessoa física)
Representatives
James W. Knox
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medicaldentallife insurance including short term disabilitylong term disabilitycancer insuranceaccidental death and dismemberment; Financial services in the nature of an investment security; 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 servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment services; Financial serviceslife insurance settlement services; Financial servicesproviding an investment option available for variable annuity and variable life insurance products; Financial serviceswealth management services; Insurance servicesunderwritingissuing and administration of life insurance; Life insurance brokerage; Life insurance underwriting; Providing financial services with respect to securities and other financial instruments and productsmoney management services
Publications
History of USPTO decisions and trademark events.
28 publications found
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
06/13/2024
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
06/13/2024
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
06/13/2024
E89R
TEAS SECTION 8 & 9 RECEIVED
03/11/2024
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
09/23/2023
NAS8
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
01/14/2020
8.OK
REGISTERED - SEC. 8 (6-YR) ACCEPTED
01/14/2020
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
01/14/2020
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
12/06/2019
ES8R
TEAS SECTION 8 RECEIVED
12/06/2019
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
09/23/2019
R.PR
REGISTERED-PRINCIPAL REGISTER
09/23/2014
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
07/08/2014
PUBO
PUBLISHED FOR OPPOSITION
07/08/2014
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
06/18/2014
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
05/31/2014
ALIE
ASSIGNED TO LIE
05/30/2014
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
05/16/2014
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
05/15/2014
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
05/14/2014
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
05/14/2014
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
05/06/2014
GNRT
NON-FINAL ACTION E-MAILED
05/06/2014
CNRT
NON-FINAL ACTION WRITTEN
05/06/2014
DOCK
ASSIGNED TO EXAMINER
05/05/2014
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
02/10/2014
NWAP
NEW APPLICATION ENTERED
02/01/2014
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