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Official data from USPTO

MCHARG & ASSOCIATES

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

MCHARG & ASSOCIATES

ST13

US500000086817877

Class

36

Filing

86817877

Registration

5000394

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

12/02/2025

Trademark type

Word

Nice classes

36

Filing date

11/12/2015

Registration date

07/12/2016

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

11/08/2025

Last transaction

12/02/2025

Responsible office

United States Patent and Trademark Office

Status code

800

Official register

Supplemental Register

First use anywhere

04/27/2011

First use in commerce

04/27/2011

Drawing code

4

Owner type

01

Owner location

Sacramento, CA

Examiner

BAGLINI, KAREN

Current location

PUBLICATION AND ISSUE SECTION

Holders and representatives

Holders

McHarg, Courtney

Representatives

Samuel K. Swenson THE SWENSON LAW FIRM

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Electronic financial service for the purchase of savings bonds; 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 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 servicesadministration of transactions involving funds drawn from securitiesstocksfundsequitiesbondscashother types of financial investments in retirement plans using a credit or debit card over a global data network; Financial servicesassisting others with the completion of financial transactions for stocksbondssecurities and equities; Financial servicesbroker/dealer services on securities exchanges and over-the-counter markets; Financial servicescommodity trading and managed futures advisory and management services; Financial servicesconducting a securities and derivatives exchange; Financial servicesconducting an online exchange of interest rate products via the internet and intranet systems; Financial servicescoordinationwithin a single accountof an investment portfolio's maintenancetradingrebalancingtax management needs; Financial servicesdealing in securities as a market maker and in trading commoditiessecuritiesoptionsfuturesequities and fixed income products in the United States and overseas market securities

Publications

History of USPTO decisions and trademark events.

31 publications found

NA89

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

11/08/2025

RNL1

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

11/08/2025

89AG

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

11/08/2025

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

11/08/2025

E89R

TEAS SECTION 8 & 9 RECEIVED

07/22/2025

REM2

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

07/12/2025

NAS8

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

12/02/2022

8.OK

REGISTERED - SEC. 8 (6-YR) ACCEPTED

12/02/2022

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

12/02/2022

ES8R

TEAS SECTION 8 RECEIVED

06/14/2022

REM1

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

07/12/2021

R.SR

REGISTERED-SUPPLEMENTAL REGISTER

07/12/2016

PREV

LAW OFFICE PUBLICATION REVIEW COMPLETED

06/08/2016

ALIE

ASSIGNED TO LIE

06/01/2016

CNTA

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

05/18/2016

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

05/18/2016

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

05/17/2016

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

05/17/2016

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

03/17/2016

GNRT

NON-FINAL ACTION E-MAILED

03/17/2016

CNRT

NON-FINAL ACTION WRITTEN

03/17/2016

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

03/09/2016

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

03/09/2016

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

03/09/2016

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

03/09/2016

GNRT

NON-FINAL ACTION E-MAILED

03/09/2016

CNRT

NON-FINAL ACTION WRITTEN

03/09/2016

DOCK

ASSIGNED TO EXAMINER

03/06/2016

MPMK

NOTICE OF PSEUDO MARK E-MAILED

11/18/2015

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

11/17/2015

NWAP

NEW APPLICATION ENTERED

11/16/2015

Continuous trademark protection

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