REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
07/05/2025
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Official data from USPTO
INSPIRING CONFIDENCE IN YOUR RETIREMENT
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
INSPIRING CONFIDENCE IN YOUR RETIREMENT
ST13
US500000086817926Class
36
Filing
86817926
Registration
4993012
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
14
Latest update
07/06/2025
Trademark type
Word
Nice classes
36
Filing date
11/12/2015
Registration date
07/05/2016
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
01/03/2023
Last transaction
07/06/2025
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal 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
Law office
M80
Current location
TMO LAW OFFICE 117
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.
14 publications found
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
01/03/2023
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
01/03/2023
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
01/03/2023
E815
TEAS SECTION 8 & 15 RECEIVED
06/17/2022
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
07/05/2021
R.PR
REGISTERED-PRINCIPAL REGISTER
07/05/2016
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
04/19/2016
PUBO
PUBLISHED FOR OPPOSITION
04/19/2016
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
03/30/2016
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
03/08/2016
DOCK
ASSIGNED TO EXAMINER
03/06/2016
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
11/17/2015
NWAP
NEW APPLICATION ENTERED
11/16/2015
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