REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
11/01/2025
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Official data from USPTO
CONSTRAINED INVESTOR
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
CONSTRAINED INVESTOR
ST13
US500000086816096Class
36
Filing
86816096
Registration
5075350
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
11/02/2025
Trademark type
Word
Nice classes
36
Filing date
11/11/2015
Registration date
11/01/2016
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
09/18/2023
Last transaction
11/02/2025
Responsible office
United States Patent and Trademark Office
Status code
701
Official register
Supplemental Register
Filing basis
Intent to use
First use anywhere
08/08/2016
First use in commerce
08/08/2016
Drawing code
4
Owner type
03
Owner location
Boston, MA
Examiner
PERKINS,ELLEN J
Law office
M10
Current location
TMO LAW OFFICE 110
Holders and representatives
Holders
Wealth2k, Inc.
Representatives
John L. Welch WOLF, GREENFIELD & SACKS, P.C.
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
financial servicesadvisory services for retirement income distribution designed to minimize the risks of inflationtiming and longevity for retirees
Publications
History of USPTO decisions and trademark events.
24 publications found
NAS8
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
09/18/2023
8.OK
REGISTERED - SEC. 8 (6-YR) ACCEPTED
09/18/2023
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
09/18/2023
ES8R
TEAS SECTION 8 RECEIVED
04/30/2023
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
11/01/2021
R.SR
REGISTERED-SUPPLEMENTAL REGISTER
11/01/2016
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
09/26/2016
ALIE
ASSIGNED TO LIE
09/23/2016
AAUA
NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
09/13/2016
CNTA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
09/10/2016
IUAA
USE AMENDMENT ACCEPTED
09/10/2016
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
09/10/2016
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
09/09/2016
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
09/09/2016
AUPC
AMENDMENT TO USE PROCESSING COMPLETE
09/09/2016
IUAF
USE AMENDMENT FILED
09/09/2016
EAAU
TEAS AMENDMENT OF USE RECEIVED
09/08/2016
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
03/10/2016
GNRT
NON-FINAL ACTION E-MAILED
03/10/2016
CNRT
NON-FINAL ACTION WRITTEN
03/10/2016
DOCK
ASSIGNED TO EXAMINER
03/04/2016
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
11/16/2015
NWAP
NEW APPLICATION ENTERED
11/14/2015
Continuous trademark protection
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