NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
09/13/2025
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Official data from USPTO
FINANCIAL HEALTH INDEX
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
FINANCIAL HEALTH INDEX
ST13
US500000086320600Class
36
Filing
86320600
Registration
4741099
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
23
Latest update
09/14/2025
Trademark type
Word
Nice classes
36
Filing date
06/25/2014
Registration date
05/19/2015
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
09/13/2025
Last transaction
09/14/2025
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Supplemental Register
First use anywhere
01/01/2014
First use in commerce
03/01/2014
Drawing code
4
Owner type
03
Owner location
Stafford, TX
Examiner
DAHLING,KRISTIN M
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
S. C. (pessoa física)
Representatives
Joshua J. Burke Pirkey Barber PLLC
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial analysiscompiling and analyzing statisticsdata and other sources of information for financial purposes; Financial planningthe creation of personalized strategies to achieve financial independence; Financial planning; Financial planning consultation; Financial counseling serviceshelping others build a better working relationship with their money; Financial planning for retirement; Financial consulting servicesexpert analysis in finance; Providing information in the field of personal finance; Financial advisory and consultancy servicesthe creation of personalized strategies to achieve financial independence; Financial advicebudget planning; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial affairs and monetary affairsfinancial informationmanagement and analysis services; Financial analyses; Financial analysis and consultation; Financial consultancy; Financial consultation; Financial consulting; Financial forecasting; Financial information and advisory services; Financial information and evaluations; Financial risk management consultation; Providing information and advice in the field of financefinancial investmentsfinancial valuationsthe financial aspects of retirement; Providing informationcommentary and advice in the field of financefinancial investments and financial valuations; Strategic financial advisory services; Debt advisory services; Debt counseling services; Debt management consultation; Credit and financial consultation
Publications
History of USPTO decisions and trademark events.
23 publications found
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
09/13/2025
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
09/13/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
09/13/2025
E89R
TEAS SECTION 8 & 9 RECEIVED
05/14/2025
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
05/19/2024
NAS8
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
02/26/2021
8.OK
REGISTERED - SEC. 8 (6-YR) ACCEPTED
02/26/2021
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
02/26/2021
ES8R
TEAS SECTION 8 RECEIVED
12/28/2020
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
05/19/2020
R.SR
REGISTERED-SUPPLEMENTAL REGISTER
05/19/2015
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
04/13/2015
ALIE
ASSIGNED TO LIE
04/13/2015
CNTA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
03/24/2015
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
03/05/2015
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
03/04/2015
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
03/04/2015
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
10/03/2014
GNRT
NON-FINAL ACTION E-MAILED
10/03/2014
CNRT
NON-FINAL ACTION WRITTEN
10/03/2014
DOCK
ASSIGNED TO EXAMINER
10/01/2014
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
07/02/2014
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