REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
02/21/2026
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Official data from USPTO
ISHARES
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Active USPTO registrationType: WordOffice: 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
15
Latest update
02/22/2026
Trademark type
Word
Nice classes
9, 42
Filing date
07/25/2016
Registration date
02/21/2017
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
05/24/2023
Last transaction
02/22/2026
Responsible office
United States Patent and Trademark Office
Status code
705
Official register
Principal Register
First use anywhere
03/11/2011
First use in commerce
03/11/2011
Drawing code
4
Owner type
03
Owner location
San Francisco, CA, US
Examiner
FRISCH, HANNA CHO
Law office
L50
Holders and representatives
Holders
B. A. (pessoa física)
Representatives
Carrie Webb Olson DAY PITNEY LLP
Technical classification
Nice Classes
Class 9Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 9
Computer software and mobile applications for use by others in rendering financial servicessoftware for collectinganalyzingorganizingstoring and transmitting data and information in the fields of financial risk managementfinancial management and investment management; computer software and mobile applications used in connection with financial servicessoftware for collectinganalyzingorganizingstoring and transmitting data and information in the fields of personal financial planningpersonal financial managementpersonal investment managementretirement planning
Class 42
Temporary use of on-line non-downloadable computer softwareweb applicationsplatforms in the field of financial servicesproviding risk managementfinancial informationfinancial managementsecurities tradinginvestment management servicesretirement planning
Publications
History of USPTO decisions and trademark events.
15 publications found
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
05/24/2023
C15P
REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
05/24/2023
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
05/24/2023
E815
TEAS SECTION 8 & 15 RECEIVED
11/09/2022
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
02/21/2022
R.PR
REGISTERED-PRINCIPAL REGISTER
02/21/2017
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
12/06/2016
PUBO
PUBLISHED FOR OPPOSITION
12/06/2016
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
11/16/2016
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
10/26/2016
DOCK
ASSIGNED TO EXAMINER
10/13/2016
MPMK
NOTICE OF PSEUDO MARK E-MAILED
07/29/2016
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
07/28/2016
NWAP
NEW APPLICATION ENTERED
07/28/2016
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