NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
12/09/2025
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Official data from USPTO
FORWARD INVESTMENT SERVICES
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
FORWARD INVESTMENT SERVICES
ST13
US500000086588355Class
36
Filing
86588355
Registration
4967408
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
25
Latest update
12/30/2025
Trademark type
Word
Nice classes
36
Filing date
04/06/2015
Registration date
05/31/2016
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
12/09/2025
Last transaction
12/30/2025
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
First use anywhere
2007-00-00
First use in commerce
2007-00-00
Drawing code
4
Owner type
99
Owner location
Marshfield, WI
Examiner
BLAIR, JASON
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
F. B. (pessoa física)
Representatives
Daniel E. Kattman Reinhart Boerner Van Deuren S C
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
individual retirement account services; employee retirement account services; personalized financial planning services; investment account services; trust servicesinvestment and trust company services; estate trust administrationmanagement and financial planning services; individualpersonal and corporate trust administrationmanagement and financial planning services; fiduciary trust administrationmanagement and financial planning services; employee benefits trust administrationmanagement and financial planning services; administration and management of employee pension and profit sharing plans; administration and management of individual retirement accounts; investment consultation services in the fields of charitable foundations and endowments; foundation and endowment trust administrationmanagement and financial planning services; trustee and custodial services; brokerage services in the fields of financial securitiesstocksbondsmoney market fundsmutual fundsstock optionsindices of financial securities; investment services in the fields of financial securitiesstocksbondsmoney market fundsmutual fundsstock optionsindices of financial securities; investment advice and management services in the fields of securitiesstocksbondsmoney market fundsmutual fundsstock optionsindices of financial securities; investment servicesinvestment consultation servicesinvestment advisory servicesinvestment management services; funds investment services; investing the funds of others; mutual fund investment services; establishing mutual funds and model financial portfolios for others; evaluating asset allocationrisk tolerancefinancial alternative plans and investment time frames; providing information and analysis in the fields of financeeconomicsinvestmentfinancial planninginvestment strategy; on-line trust services; providing information by on-line means and via a global computer network in the fields of financeeconomicsinvestmentfinancial planninginvestment strategy
Publications
History of USPTO decisions and trademark events.
25 publications found
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
12/09/2025
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
12/09/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
12/09/2025
E89R
TEAS SECTION 8 & 9 RECEIVED
08/27/2025
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
06/01/2025
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
10/29/2021
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
10/29/2021
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
10/29/2021
E815
TEAS SECTION 8 & 15 RECEIVED
07/21/2021
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
05/31/2021
R.PR
REGISTERED-PRINCIPAL REGISTER
05/31/2016
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
03/15/2016
PUBO
PUBLISHED FOR OPPOSITION
03/15/2016
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
02/24/2016
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
02/01/2016
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
01/26/2016
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
01/25/2016
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
01/25/2016
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
07/25/2015
GNRT
NON-FINAL ACTION E-MAILED
07/25/2015
CNRT
NON-FINAL ACTION WRITTEN
07/25/2015
DOCK
ASSIGNED TO EXAMINER
07/14/2015
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
04/14/2015
NWAP
NEW APPLICATION ENTERED
04/09/2015
Continuous trademark protection
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