NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
06/03/2026
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Official data from USPTO
YOU DREAM. WE PLAN.
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
YOU DREAM. WE PLAN.
ST13
US500000086729884Class
36
Filing
86729884
Registration
4927175
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
06/23/2026
Trademark type
Word
Nice classes
36
Filing date
08/19/2015
Registration date
03/29/2016
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
06/03/2026
Last transaction
06/23/2026
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
First use anywhere
08/10/2015
First use in commerce
08/10/2015
Drawing code
4
Owner type
16
Owner location
Scottsdale, AZ, US
Examiner
SONNEBORN, TRICIA L
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
BAYNTREE WEALTH ADVISORS, LLC
BAINTREE WEALTH ADVISORS, LLC
Representatives
Suzann Moskowitz THE MOSKOWITZ FIRM LLC
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial affairs and monetary affairsfinancial informationmanagement and analysis services; Financial analysiscompiling and analyzing statisticsdata and other sources of information for financial purposes; Financial information; Financial planning and investment advisory services; Financial planning for retirement; Financial planningthe creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research; Financial retirement plan consulting services; Financial risk management consultation; Financial servicesproviding an investment option available for variable annuity and variable life insurance products; Financial serviceswealth management services; Providing information and advice in the field of financefinancial investmentsfinancial valuationsthe financial aspects of retirement
Publications
History of USPTO decisions and trademark events.
25 publications found
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
06/03/2026
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
06/03/2026
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
06/01/2026
E89R
TEAS SECTION 8 & 9 RECEIVED
03/27/2026
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
03/29/2025
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
03/01/2022
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
03/01/2022
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
03/01/2022
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
08/20/2021
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
08/20/2021
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
08/20/2021
E815
TEAS SECTION 8 & 15 RECEIVED
04/26/2021
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
03/29/2021
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
05/18/2016
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
12/08/2015
DOCK
ASSIGNED TO EXAMINER
12/03/2015
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
10/07/2015
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
10/07/2015
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
08/24/2015
NWAP
NEW APPLICATION ENTERED
08/24/2015
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