NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
10/23/2025
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Official data from USPTO
POWERED BY PLANNING
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
POWERED BY PLANNING
ST13
US500000086759924Class
36
Filing
86759924
Registration
4985407
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
26
Latest update
10/24/2025
Trademark type
Word
Nice classes
36
Filing date
09/17/2015
Registration date
06/21/2016
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
10/23/2025
Last transaction
10/24/2025
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
09/04/2015
First use in commerce
09/04/2015
Drawing code
4
Owner type
03
Owner location
Westlake Village, CA
Examiner
AWRICH,ELLEN
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
Manchester Financial, Inc.
Representatives
Steven C. Sereboff Socal Ip Law Group Llp
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Advice relating to investments; Advisory services relating to credit and debit controlinvestmentgrants and financing of loans; Arranging of loans; Banking and financing services; Banking consultation; Capital investment consulting; Capital investment services; Consultancy of capital investment; Consulting and information concerning insurance; Credit and financial consultation; Estate planning; Estate trust management; Estate trust planning; Fiduciary representatives; Fiduciary servicesfiduciary representative services; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial and investment servicesmanagement and brokerage in the fields of stocksbondsoptionscommoditiesfutures and other securitiesthe investment of funds of others; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial evaluationtrackinganalysisforecastingconsultancyadvisory and research services relating to securities and other financial instruments; Financial management; Financial planning; Financial planning for retirement; Financial portfolio management; Financial retirement plan consulting services; 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 servicesadministration of transactions involving funds drawn from securitiesstocksfundsequitiesbondscashother types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment services; Financial servicesproviding an investment option available for variable annuity and variable life insurance products; Financial serviceswealth management services; Financial trust administration; Financial trust planning; Foreign exchange information services; Foreign exchange transactions; Informationadvisoryconsultancy and research services relating to finance and investments; Insurance and financial information and consultancy services; Investment advisory services; Investment banking services; Investment consultancy; Investment management; Investment of funds; Investment of funds for others; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of private equity funds; Management of securities portfolios; Money wiring services; Private equity consultant services; Providing financial information; 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 productstrading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of financefinancial investmentsfinancial valuationsthe financial aspects of retirement; Providing information in insurance matters; Providing information in the field of finance; Providing information in the field of personal finance; Providing informationcommentary and advice in the field of financefinancial investments and financial valuations; Trust management accounts; Trust servicesinvestment and trust company services
Publications
History of USPTO decisions and trademark events.
26 publications found
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
10/23/2025
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
10/23/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
10/20/2025
E89R
TEAS SECTION 8 & 9 RECEIVED
07/01/2025
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
06/21/2025
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
05/12/2022
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
05/12/2022
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
05/10/2022
E815
TEAS SECTION 8 & 15 RECEIVED
11/16/2021
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
06/21/2021
R.PR
REGISTERED-PRINCIPAL REGISTER
06/21/2016
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
05/18/2016
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
05/17/2016
SUPC
STATEMENT OF USE PROCESSING COMPLETE
05/16/2016
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
05/16/2016
IUAF
USE AMENDMENT FILED
04/14/2016
EISU
TEAS STATEMENT OF USE RECEIVED
04/14/2016
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
04/05/2016
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
02/09/2016
PUBO
PUBLISHED FOR OPPOSITION
02/09/2016
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
01/20/2016
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
01/05/2016
DOCK
ASSIGNED TO EXAMINER
01/05/2016
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
09/21/2015
NWAP
NEW APPLICATION ENTERED
09/21/2015
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