PRA7
REGISTERED - SEC. 7 REQUEST ABANDONED
05/12/2026
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Official data from USPTO
EMPOWERING FINANCIAL WELLNESS
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
EMPOWERING FINANCIAL WELLNESS
ST13
US500000086751199Class
36
Filing
86751199
Registration
4963458
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
31
Latest update
05/13/2026
Trademark type
Word
Nice classes
36
Filing date
09/09/2015
Registration date
05/24/2016
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
10/27/2025
Last transaction
05/13/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
09/01/1993
First use in commerce
09/01/1993
Drawing code
4
Owner type
16
Owner location
Metuchen, NJ, US
Examiner
LAW, CHRISTOPHER M
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
Common Interests, LLC
C. I. (pessoa física)
Representatives
Common Interests, LLC
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Advice relating to investments; Brokerage in the field of LifeHealthLong Term Care Insurance; Credit and financial consultation; Financial advice; Financial advice and consultancy services; Financial advicebudget planning; Financial advisory and consultancy servicesSocially Responsible Investing; Financial and investment servicesasset and investment acquisitionconsultationadvisory and development; Financial and investment servicesmanagement and brokerage in the fields of stocksbondsoptionscommoditiesfutures and other securitiesthe investment of funds of others; Financial asset management; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting servicesexpert analysis in finance; Financial counseling serviceshelping others build a better working relationship with their money; Financial due diligence; Financial evaluation for insurance purposes; Financial forecasting; Financial information; Financial information and advisory services; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial investment in the field of Socially Responsible Investing; Financial management; Financial management via the Internet; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning servicesdeveloping and managing charitable giving programs on behalf of wealthy individuals or families; Financial portfolio analysis services; Financial portfolio management; Financial retirement plan consulting services; Financial risk assessment services; Financial services in the nature of an investment security; Financial servicesa total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial servicesbroker/dealer services on securities exchanges and over-the-counter markets; Financial servicescoordinationwithin a single accountof an investment portfolio's maintenancetradingrebalancingtax management needs; Financial servicesestate settlement services; Financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment services; Financial servicesmortgage planning; Financial servicesproviding an investment option available for variable annuity and variable life insurance products; Financial servicessavings programs for youths; Financial serviceswealth management services; Financial trust planning; Insurance agencies; Insurance agency and brokerage; Insurance and financial information and consultancy services; Insurance brokerage; Insurance brokerage services; Insurance consultancy; Insurance consultation; Insurance information; Insurance information and consultancy; Insurance servicesunderwritingissuing and administration of life insurance; Investment advice; Life insurance brokerage; On-line financial planning services; Providing a web site featuring personal financial information and financial advice; Providing a website featuring educational information in the field of business insurance; Providing an interactive website featuring advice and information in the field of collegiate scholarships; Providing financial information; Providing financial information via a web site; Providing financial services with respect to securities and other financial instruments and productsmoney management services; Providing financial services with respect to securities and other financial instruments and productsproviding financial market news and commentary; Providing information and advice in the field of financefinancial investmentsfinancial valuationsthe financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in insurance matters; Providing information in the field of financial stock and equity markets; Providing information regarding workers' compensation insurance policy rates; Providing insurance premium rate quotes via on-linetelephone and mail means; Providing investors with financial information; Providing on-line financial calculators; Provision of financial information; Provision of financial information relating to the finance industry involved in environmentally focused investments
Publications
History of USPTO decisions and trademark events.
31 publications found
PRAM
POST REGISTRATION ACTION MAILED - SEC. 7
10/28/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
10/27/2025
WDRL
OTQR WITHDRAWAL FROM PUBLICATION
10/09/2025
XXXX
POST REGISTRATION ACTION CORRECTION
08/18/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
08/11/2025
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
05/24/2025
ES7R
TEAS SECTION 7 REQUEST RECEIVED
04/01/2025
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
08/02/2023
NAS8
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
04/20/2023
8.OK
REGISTERED - SEC. 8 (6-YR) ACCEPTED
04/20/2023
EROP
TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
04/18/2023
PRA8
POST REGISTRATION ACTION MAILED - SEC. 8
04/17/2023
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
04/13/2023
ES8R
TEAS SECTION 8 RECEIVED
09/06/2022
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
05/24/2021
R.PR
REGISTERED-PRINCIPAL REGISTER
05/24/2016
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
03/08/2016
PUBO
PUBLISHED FOR OPPOSITION
03/08/2016
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
02/17/2016
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
01/04/2016
XAEC
EXAMINER'S AMENDMENT ENTERED
01/04/2016
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
01/04/2016
GNEA
EXAMINERS AMENDMENT E-MAILED
01/04/2016
CNEA
EXAMINERS AMENDMENT -WRITTEN
01/04/2016
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
12/22/2015
GNRT
NON-FINAL ACTION E-MAILED
12/22/2015
CNRT
NON-FINAL ACTION WRITTEN
12/22/2015
DOCK
ASSIGNED TO EXAMINER
12/21/2015
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
09/14/2015
NWAP
NEW APPLICATION ENTERED
09/12/2015
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