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Official data from USPTO

WORKING WITH CLIENTS TO MAKE INFORMED FINANCIAL DECISIONS

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

WORKING WITH CLIENTS TO MAKE INFORMED FINANCIAL DECISIONS

ST13

US500000086942381

Class

36

Filing

86942381

Registration

5083986

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

27

Latest update

11/16/2025

Trademark type

Word

Nice classes

36

Filing date

03/16/2016

Registration date

11/15/2016

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

07/26/2022

Last transaction

11/16/2025

Responsible office

United States Patent and Trademark Office

Status code

701

Official register

Supplemental Register

Filing basis

Intent to use

First use anywhere

03/16/2016

First use in commerce

03/16/2016

Drawing code

4

Owner type

01

Owner location

Elm Grove, WI

Examiner

MUCHA,JOHN EVAN

Law office

L60

Current location

TMEG LAW OFFICE 106

Holders and representatives

Holders

M. J. (pessoa física)

Representatives

Michael L. Johnson

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial consultation in the field of environmental managementadvising business and individuals on issues of portfolio planning and investment planning

Publications

History of USPTO decisions and trademark events.

27 publications found

REM2

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

11/15/2025

NAS8

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

07/26/2022

8.OK

REGISTERED - SEC. 8 (6-YR) ACCEPTED

07/26/2022

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

07/19/2022

ES8R

TEAS SECTION 8 RECEIVED

02/08/2022

REM1

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

11/15/2021

R.SR

REGISTERED-SUPPLEMENTAL REGISTER

11/15/2016

PREV

LAW OFFICE PUBLICATION REVIEW COMPLETED

10/08/2016

ALIE

ASSIGNED TO LIE

10/07/2016

CNTA

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

09/21/2016

XAEC

EXAMINER'S AMENDMENT ENTERED

09/21/2016

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

09/21/2016

GNEA

EXAMINERS AMENDMENT E-MAILED

09/21/2016

CNEA

EXAMINERS AMENDMENT -WRITTEN

09/21/2016

AAUA

NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED

09/16/2016

AMPX

PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED

09/15/2016

PARI

TEAS VOLUNTARY AMENDMENT RECEIVED

09/15/2016

IUAA

USE AMENDMENT ACCEPTED

09/15/2016

AUPC

AMENDMENT TO USE PROCESSING COMPLETE

09/02/2016

IUAF

USE AMENDMENT FILED

09/02/2016

EAAU

TEAS AMENDMENT OF USE RECEIVED

09/01/2016

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

07/03/2016

GNRT

NON-FINAL ACTION E-MAILED

07/03/2016

CNRT

NON-FINAL ACTION WRITTEN

07/03/2016

DOCK

ASSIGNED TO EXAMINER

06/27/2016

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

03/21/2016

NWAP

NEW APPLICATION ENTERED

03/19/2016

Continuous trademark protection

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