REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
06/20/2026
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Official data from USPTO
FINANCIAL PLANNING IS NOT A SPECTATOR SPORT
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
FINANCIAL PLANNING IS NOT A SPECTATOR SPORT
ST13
US500000087060074Class
36
Filing
87060074
Registration
5229414
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
06/21/2026
Trademark type
Word
Nice classes
36
Filing date
06/03/2016
Registration date
06/20/2017
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
11/30/2023
Last transaction
06/21/2026
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
01/16/2017
First use in commerce
01/16/2017
Drawing code
4
Owner type
16
Owner location
Scottsdale, AZ, US
Examiner
SHANAHAN, PATRICK
Law office
M70
Current location
TMO LAW OFFICE 116
Holders and representatives
Holders
D. M. (pessoa física)
Representatives
Erik M. Pelton Erik M. Pelton & Associates, PLLC
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial advisory and consultancy services; Financial planning; Investment management
Publications
History of USPTO decisions and trademark events.
34 publications found
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
11/30/2023
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
11/30/2023
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
11/29/2023
E815
TEAS SECTION 8 & 15 RECEIVED
05/31/2023
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
06/20/2022
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
09/29/2017
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
09/29/2017
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
09/29/2017
R.PR
REGISTERED-PRINCIPAL REGISTER
06/20/2017
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
05/17/2017
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
05/16/2017
SUPC
STATEMENT OF USE PROCESSING COMPLETE
05/04/2017
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
05/04/2017
IUAF
USE AMENDMENT FILED
04/11/2017
EISU
TEAS STATEMENT OF USE RECEIVED
04/11/2017
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
04/11/2017
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
01/10/2017
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
11/15/2016
PUBO
PUBLISHED FOR OPPOSITION
11/15/2016
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
10/26/2016
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
10/12/2016
ALIE
ASSIGNED TO LIE
09/28/2016
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
09/15/2016
XAEC
EXAMINER'S AMENDMENT ENTERED
09/15/2016
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
09/15/2016
GNEA
EXAMINERS AMENDMENT E-MAILED
09/15/2016
CNEA
EXAMINERS AMENDMENT -WRITTEN
09/15/2016
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
09/15/2016
GNRT
NON-FINAL ACTION E-MAILED
09/15/2016
CNRT
NON-FINAL ACTION WRITTEN
09/15/2016
DOCK
ASSIGNED TO EXAMINER
09/15/2016
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
06/11/2016
NWAP
NEW APPLICATION ENTERED
06/07/2016
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