E89R
TEAS SECTION 8 & 9 RECEIVED
08/02/2026
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Official data from USPTO
FINANCIAL LIFE INSPECTION
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
FINANCIAL LIFE INSPECTION
ST13
US500000087198427Class
36
Filing
87198427
Registration
5252809
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
20
Latest update
08/02/2026
Trademark type
Word
Nice classes
36
Filing date
10/10/2016
Registration date
07/25/2017
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
02/06/2023
Last transaction
08/02/2026
Responsible office
United States Patent and Trademark Office
Status code
701
Official register
Supplemental Register
First use anywhere
09/01/2016
First use in commerce
09/01/2016
Drawing code
4
Owner type
03
Owner location
Corona, CA, US
Examiner
HERMAN, RUSS
Law office
L10
Current location
TMEG LAW OFFICE 101
Holders and representatives
Holders
PACIFIC CAPITAL WEALTH ADVISORS INC
Representatives
Aaron Renfro Call & Jensen
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Credit and financial consultation; Financial advice; Financial advice and consultancy services; Financial advicebudget planning; Financial advisory and consultancy servicesthe creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services; Financial affairs and monetary affairsfinancial informationmanagement and analysis services; Financial analyses; Financial analysis; Financial analysis and research services; Financial analysis and consultation; Financial analysiscompiling and analyzing statisticsdata and other sources of information for financial purposes; Financial and investment servicesasset and investment acquisitionconsultationadvisory and development; Financial and investment servicesmanagement and brokerage in the fields of stocksbondsoptionscommoditiesfutures and other securitiesthe investment of funds of others; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial consulting servicesexpert analysis in finance; Financial counseling serviceshelping others build a better working relationship with their money; Financial due diligence; Financial evaluationtrackinganalysisforecastingconsultancyadvisory and research services relating to securities and other financial instruments; Financial evaluation for insurance purposes; Financial forecasting; Financial information; Financial information and evaluations; Financial information and advisory services; Financial information provided by electronic means; Financial investment analysis and stock research; Financial loan consultation; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning servicesdeveloping and managing charitable giving programs on behalf of wealthy individuals or families; Financial planningthe creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research; Financial research and information services; Financial retirement plan consulting services; Financial risk assessment services; Financial risk management; Financial risk management consultation; Financial serviceswealth management services; Financial servicesproviding an investment option available for variable annuity and variable life insurance products; Financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment services; Financial servicescoordinationwithin a single accountof an investment portfolio's maintenancetradingrebalancingtax management needs; Financial servicesmortgage planning; Financial trust planning; Insurance and financial information and consultancy services; Monitoring financial markets for investment purposes; On-line financial planning services; Providing financial services with respect to securities and other financial instruments and productsmoney management services; Providing financial services with respect to securities and other financial instruments and productsproviding financial market news and commentary; Providing financial information; Providing financial information via a web site; Providing information in the field of financial stock and equity markets; Providing information and research in the field of finance and financial investments; Providing information and advice in the field of financefinancial investmentsfinancial valuationsthe financial aspects of retirement; Providing informationcommentary and advice in the field of financefinancial investments and financial valuations; Providing investors with financial information; Provision of financial information; Strategic financial advisory services
Publications
History of USPTO decisions and trademark events.
20 publications found
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
07/25/2026
NAS8
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
02/06/2023
8.OK
REGISTERED - SEC. 8 (6-YR) ACCEPTED
02/06/2023
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
02/06/2023
ES8R
TEAS SECTION 8 RECEIVED
07/25/2022
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
07/25/2022
R.SR
REGISTERED-SUPPLEMENTAL REGISTER
07/25/2017
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
06/16/2017
ALIE
ASSIGNED TO LIE
06/07/2017
CNTA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
05/08/2017
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
05/05/2017
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
05/04/2017
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
05/04/2017
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
05/04/2017
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
01/24/2017
GNRT
NON-FINAL ACTION E-MAILED
01/24/2017
CNRT
NON-FINAL ACTION WRITTEN
01/24/2017
DOCK
ASSIGNED TO EXAMINER
01/18/2017
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
10/14/2016
Continuous trademark protection
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