REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
01/17/2026
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Official data from USPTO
CASSADAY & COMPANY, INC. INDEPENDENT WEALTH MANAGEMENT CONSOLIDATION INTEGRATION SIMPLIFICATION
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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
34
Latest update
01/18/2026
Trademark type
Combined
Nice classes
36
Filing date
05/23/2016
Registration date
01/17/2017
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
11/04/2022
Last transaction
01/18/2026
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
First use anywhere
1993-00-00
First use in commerce
1993-00-00
Drawing code
3
Owner type
16
Owner location
New York, NY
Examiner
DYER,ERIN ZASKODA
Law office
L30
Current location
TMEG LAW OFFICE 103
Mark description
The mark consists of the wording "CASSADAY & COMPANY, INC" above the wording "INDEPENDENT WEALTH MANAGEMENT", all above two solid lines and all above the wording "CONSOLIDATION", "INTEGRATION" and "SIMPLIFICATION", where these words are each separated by square images.
Holders and representatives
Holders
CASSADAY & CO. WEALTH MANAGEMENT, LLC
CASSADAY & COMPANY, LLC
Cassaday & Company, Inc.
Representatives
Briana R. Falcon Arnall Golden Gregory LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial servicesretirement funding financing in the nature of retirement fund investment services and retirement investment and wealth management services
Publications
History of USPTO decisions and trademark events.
34 publications found
EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
10/02/2025
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
10/02/2025
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
10/02/2025
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
10/02/2025
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
10/02/2025
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
10/02/2025
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
10/02/2024
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
11/04/2022
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
11/04/2022
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
11/04/2022
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
06/23/2022
E815
TEAS SECTION 8 & 15 RECEIVED
05/04/2022
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
02/16/2022
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
01/17/2022
R.PR
REGISTERED-PRINCIPAL REGISTER
01/17/2017
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
11/01/2016
PUBO
PUBLISHED FOR OPPOSITION
11/01/2016
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
10/12/2016
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
09/19/2016
XAEC
EXAMINER'S AMENDMENT ENTERED
09/19/2016
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
09/19/2016
GNEA
EXAMINERS AMENDMENT E-MAILED
09/19/2016
CNEA
EXAMINERS AMENDMENT -WRITTEN
09/19/2016
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
09/15/2016
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
09/14/2016
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
09/14/2016
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
09/12/2016
GNRT
NON-FINAL ACTION E-MAILED
09/12/2016
CNRT
NON-FINAL ACTION WRITTEN
09/12/2016
DOCK
ASSIGNED TO EXAMINER
09/07/2016
MDSM
NOTICE OF DESIGN SEARCH CODE E-MAILED
05/31/2016
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
05/28/2016
NWAP
NEW APPLICATION ENTERED
05/26/2016
Continuous trademark protection
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