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Official data from USPTO

PHOENIX TRANSACTION ADVISORY SERVICES

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

PHOENIX TRANSACTION ADVISORY SERVICES

ST13

US500000086629978

Class

35, 36

Filing

86629978

Registration

4925807

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

24

Latest update

03/30/2025

Trademark type

Word

Nice classes

35, 36

Filing date

05/14/2015

Registration date

03/29/2016

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

04/10/2023

Last transaction

03/30/2025

Responsible office

United States Patent and Trademark Office

Status code

702

Official register

Principal Register

First use anywhere

07/28/2014

First use in commerce

07/28/2014

Drawing code

4

Owner type

16

Owner location

JERICHO, NY

Examiner

WATTS-FITZGERALD, CAITLIN

Law office

M20

Current location

TMO LAW OFFICE 111

Holders and representatives

Holders

J.S. HELD LLC
Phoenix Management Holdings, Inc.

Representatives

Joshua M. Gerben, Esq. Gerben Perrott PLLC

Technical classification

Nice Classes

Class 35Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 35

Business management and consultation servicesproviding financial operational reviewsoperational integration servicesquality of earnings reviewsbusiness strategic planning servicesbusiness plan validation servicesoperational strategiestransaction sourcingbusiness management consulting services to others

Class 36

Financial management and consultation servicesproviding financial operational reviewsfinancial operational integration servicesquality of earnings financial reviewsfinancial due diligence services in the field of mergers and acquisitionsstrategic financial planning servicesfinancial management consulting services to others

Publications

History of USPTO decisions and trademark events.

24 publications found

REM2

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

03/29/2025

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

02/21/2024

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

11/17/2023

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

11/17/2023

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

11/17/2023

NA85

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

04/10/2023

C15A

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

04/10/2023

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

04/08/2023

E815

TEAS SECTION 8 & 15 RECEIVED

09/29/2022

REM1

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

03/29/2021

R.PR

REGISTERED-PRINCIPAL REGISTER

03/29/2016

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

01/12/2016

PUBO

PUBLISHED FOR OPPOSITION

01/12/2016

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

12/24/2015

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

11/05/2015

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

11/04/2015

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

11/04/2015

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

11/04/2015

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

08/26/2015

GNRT

NON-FINAL ACTION E-MAILED

08/26/2015

CNRT

NON-FINAL ACTION WRITTEN

08/26/2015

DOCK

ASSIGNED TO EXAMINER

08/25/2015

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

05/22/2015

NWAP

NEW APPLICATION ENTERED

05/18/2015

Continuous trademark protection

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