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Official data from USPTO

GET ACTIVE

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

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

GET ACTIVE

ST13

US500000086739712

Class

36

Filing

86739712

Registration

5011274

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

08/03/2025

Trademark type

Word

Nice classes

36

Filing date

08/27/2015

Registration date

08/02/2016

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

02/10/2023

Last transaction

08/03/2025

Responsible office

United States Patent and Trademark Office

Status code

702

Official register

Principal Register

First use anywhere

2013-10-00

First use in commerce

2013-10-00

Drawing code

4

Owner type

03

Owner location

Boston, MA

Examiner

TOY,JOSHUA SPENCER JOLL

Law office

N20

Current location

TMO LAW OFFICE 120

Holders and representatives

Holders

Massachusetts Financial Services Company

Representatives

Susan Neuberger Weller MINTZ LEVIN COHN FERRIS GLOVSKY AND POPEO P C

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

mutual fund investment services; administration and distribution of investment productsmutual fundsvariable insurance trustsmoney market fundsfixed income productsequitiesseparately managed accountsfunds for educationstockbalancedasset allocation funds; investment management services; investment advisory services; wealth management services; financial analysis; retirement fund investment services; administration of savings accounts for education; administration of employee benefit plans concerning insurance and financeadministration of defined benefit plans concerning insurance and financeadministration of defined contribution plans concerning insurance and finance and financial administration of employee pension plans; providing information in the field of employee financial benefit plansproviding information in the field of financial planning for retirement; providing financial and investment information

Publications

History of USPTO decisions and trademark events.

25 publications found

REM2

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

08/02/2025

NA85

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

02/10/2023

C15A

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

02/10/2023

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

02/10/2023

E815

TEAS SECTION 8 & 15 RECEIVED

07/26/2022

REM1

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

08/02/2021

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

07/20/2021

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

07/20/2021

REAP

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

07/20/2021

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

05/05/2020

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

05/05/2020

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

05/05/2020

REAP

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

05/05/2020

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

05/05/2020

R.PR

REGISTERED-PRINCIPAL REGISTER

08/02/2016

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

05/17/2016

PUBO

PUBLISHED FOR OPPOSITION

05/17/2016

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

04/27/2016

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

04/07/2016

GNS3

NOTIFICATION OF LETTER OF SUSPENSION E-MAILED

12/11/2015

GNSL

LETTER OF SUSPENSION E-MAILED

12/11/2015

CNSL

SUSPENSION LETTER WRITTEN

12/11/2015

DOCK

ASSIGNED TO EXAMINER

12/10/2015

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

09/01/2015

NWAP

NEW APPLICATION ENTERED

08/31/2015

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