REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
03/13/2026
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Official data from USPTO
FINANCIAL SYNERGIES PATHWAY
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Active USPTO registrationType: CombinedOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
21
Latest update
03/14/2026
Trademark type
Combined
Nice classes
36
Filing date
03/29/2016
Registration date
11/22/2016
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
05/04/2022
Last transaction
03/14/2026
Responsible office
United States Patent and Trademark Office
Status code
701
Official register
Principal Register
First use anywhere
05/22/2014
First use in commerce
05/22/2014
Drawing code
3
Owner type
03
Owner location
Houston, TX, US
Examiner
WINTER, MELISSA S
Law office
N40
Current location
TMO LAW OFFICE 122
Mark description
The mark consists of a square formed by three solid blue blocks and one transparent block outlined by blue lines and situated at the top right of the square; a blue arrow inside the transparent block; and the words "FINANCIAL SYNERGIES" in gray above the word "PATHWAY" in blue to the right of the square. The color white in the drawing represents background and transparent areas and is not claimed as a feature of the mark.
Holders and representatives
Holders
F. M. (pessoa física)
Representatives
Financial Synergies Asset Management
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial planning; Investment management
Publications
History of USPTO decisions and trademark events.
21 publications found
NAS8
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
05/04/2022
8.OK
REGISTERED - SEC. 8 (6-YR) ACCEPTED
05/04/2022
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
05/04/2022
ES8R
TEAS SECTION 8 RECEIVED
11/22/2021
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
11/22/2021
R.PR
REGISTERED-PRINCIPAL REGISTER
11/22/2016
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
09/06/2016
PUBO
PUBLISHED FOR OPPOSITION
09/06/2016
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
08/17/2016
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
08/02/2016
ALIE
ASSIGNED TO LIE
07/27/2016
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
07/18/2016
XAEC
EXAMINER'S AMENDMENT ENTERED
07/15/2016
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
07/15/2016
GNEA
EXAMINERS AMENDMENT E-MAILED
07/15/2016
CNEA
EXAMINERS AMENDMENT -WRITTEN
07/15/2016
DOCK
ASSIGNED TO EXAMINER
07/12/2016
MDSC
NOTICE OF DESIGN SEARCH CODE E-MAILED
04/02/2016
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
04/01/2016
NWAP
NEW APPLICATION ENTERED
04/01/2016
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