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Official data from USPTO

LIFETIME INCOME FUNNEL

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

LIFETIME INCOME FUNNEL

ST13

US500000087206787

Class

36

Filing

87206787

Registration

5213177

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

27

Latest update

07/13/2026

Trademark type

Word

Nice classes

36

Filing date

10/18/2016

Registration date

05/30/2017

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

12/16/2022

Last transaction

07/13/2026

Responsible office

United States Patent and Trademark Office

Status code

702

Official register

Principal Register

First use anywhere

12/19/2012

First use in commerce

12/19/2012

Drawing code

4

Owner type

01

Owner location

Herndon, VA, US

Examiner

HETZEL, DANNEAN

Law office

L60

Current location

TMEG LAW OFFICE 106

Holders and representatives

Holders

Redpath, Judy L.

Representatives

Ajay A. Jagtiani MILES & STOCKBRIDGE P.C.

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial analysismanagement and consultationanalysis of financial instruments for others; investment consultation and advisory services in the fields of stocksoptionsbondsinvestment fundsinsurance; asset management; advice relating to investments; estate planning; and financial planning and consultationthe creation of personalized strategies to achieve financial independence; financial portfolio management

Publications

History of USPTO decisions and trademark events.

27 publications found

E89R

TEAS SECTION 8 & 9 RECEIVED

07/13/2026

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

07/02/2026

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

07/02/2026

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

07/02/2026

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

07/02/2026

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

07/02/2026

REM2

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

05/30/2026

NA85

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

12/16/2022

C15A

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

12/16/2022

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

12/16/2022

E815

TEAS SECTION 8 & 15 RECEIVED

06/02/2022

REM1

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

05/30/2022

R.PR

REGISTERED-PRINCIPAL REGISTER

05/30/2017

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

03/14/2017

PUBO

PUBLISHED FOR OPPOSITION

03/14/2017

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

02/22/2017

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

01/31/2017

XAEC

EXAMINER'S AMENDMENT ENTERED

01/31/2017

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

01/31/2017

GNEA

EXAMINERS AMENDMENT E-MAILED

01/31/2017

CNEA

EXAMINERS AMENDMENT -WRITTEN

01/31/2017

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

01/31/2017

GNRT

NON-FINAL ACTION E-MAILED

01/31/2017

CNRT

NON-FINAL ACTION WRITTEN

01/31/2017

DOCK

ASSIGNED TO EXAMINER

01/27/2017

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

10/21/2016

NWAP

NEW APPLICATION ENTERED

10/21/2016

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