NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
11/13/2025
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Official data from USPTO
LIFESTAGE PORTFOLIOS
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
LIFESTAGE PORTFOLIOS
ST13
US500000087173623Class
36
Filing
87173623
Registration
5809776
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
40
Latest update
11/14/2025
Trademark type
Word
Nice classes
36
Filing date
09/16/2016
Registration date
07/23/2019
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
11/13/2025
Last transaction
11/14/2025
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
First use anywhere
03/18/2009
First use in commerce
03/18/2009
Drawing code
4
Owner type
16
Owner location
Shelton, CT
Examiner
NADELMAN,ANDREA KOYNER
Current location
Historical data usage
Holders and representatives
Holders
Netherby Advisors LLC
Netherby Advisors LLC
Representatives
Jonathan A. Winter Farber LLC
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial asset management; financial investment services in the nature of financial asset management in the field of turnkey asset management; financial investment servicesfinancial investment brokeragefinancial investment analysisinvestment management; financial advisory services; financial and administrative servicesfinancial consultationfinancial analysisfinancial trust administration; financial servicesadministration of transactions involving funds drawn from securitiesstocksfundsequitiesbondscashother types of financial investments in retirement plans using a check or negotiable order of withdrawal or credit or debit card over a global data network; financial planningadvisorymanagement services; financial portfolio analysis services; financial portfolio management; asset managementcash managementinvestment managementfinancial risk managementcapital investment consultingrelated servicesfinancial consultancyexcluding all of the above services used in connection with pensionretirementother employee benefit plan accounts for clergy and employees of churches and other church-related entitiesthe beneficiaries of those individuals
Publications
History of USPTO decisions and trademark events.
40 publications found
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
11/13/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
11/13/2025
E815
TEAS SECTION 8 & 15 RECEIVED
07/23/2025
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
07/23/2024
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
04/18/2024
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
04/18/2024
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
04/18/2024
EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
12/15/2023
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
12/15/2023
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
12/15/2023
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
12/15/2023
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
12/15/2023
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
12/15/2023
R.PR
REGISTERED-PRINCIPAL REGISTER
07/23/2019
TMBN
TTAB RELEASE CASE TO TRADEMARKS
06/13/2019
OP.T
OPPOSITION TERMINATED NO. 999999
06/13/2019
OP.D
OPPOSITION DISMISSED NO. 999999
06/13/2019
OP.I
OPPOSITION INSTITUTED NO. 999999
07/25/2018
ETOF
EXTENSION OF TIME TO OPPOSE RECEIVED
01/31/2018
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
01/23/2018
PUBO
PUBLISHED FOR OPPOSITION
01/23/2018
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
01/03/2018
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
12/11/2017
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
12/08/2017
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
12/07/2017
ERFR
TEAS REQUEST FOR RECONSIDERATION RECEIVED
12/07/2017
GNFN
NOTIFICATION OF FINAL REFUSAL EMAILED
07/13/2017
GNFR
FINAL REFUSAL E-MAILED
07/13/2017
CNFR
FINAL REFUSAL WRITTEN
07/13/2017
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
06/26/2017
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
06/26/2017
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
06/26/2017
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
12/28/2016
GNRT
NON-FINAL ACTION E-MAILED
12/28/2016
CNRT
NON-FINAL ACTION WRITTEN
12/28/2016
DOCK
ASSIGNED TO EXAMINER
12/22/2016
MPMK
NOTICE OF PSEUDO MARK E-MAILED
09/22/2016
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
09/21/2016
NWAP
NEW APPLICATION ENTERED
09/20/2016
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