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Official data from USPTO

#1 TAXABLE #2 TAX-DEFERRED #3 TAX-FREE WHICH MONEY BUCKETS DO YOU HAVE?

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Active USPTO registrationType: CombinedOffice: United States

Quick snapshot

#1 TAXABLE #2 TAX-DEFERRED #3 TAX-FREE WHICH MONEY BUCKETS DO YOU HAVE?

ST13

US500000087226421

Class

36

Filing

87226421

Registration

5367662

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

03/05/2025

Trademark type

Combined

Nice classes

36

Filing date

11/04/2016

Registration date

01/02/2018

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

03/05/2025

Last transaction

03/05/2025

Responsible office

United States Patent and Trademark Office

Status code

701

Official register

Principal Register

First use anywhere

06/01/2013

First use in commerce

06/01/2013

Drawing code

3

Owner type

01

Owner location

Chicago, IL, US

Examiner

PHILLIPS, WENDELL

Current location

Historical data usage

Mark description

The mark consists of three blue bucket designs, the first of which is overlaid with a red "X" mark and the white stylized wording "#1 TAXABLE" outlined in black; the second of which is overlaid with a red "X" mark and the white stylized wording "#2 TAX-DEFERRED" outlined in black; and the third of which is overlaid in a green check mark, outlined in white, and the white stylized wording "#3 TAX-FREE" outlined in black. Below the foregoing is the red stylized wording "WHICH MONEY BUCKETS DO YOU HAVE?"

Holders and representatives

Holders

Dewar, David A.

Representatives

Dewar, David A.

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial planning

Publications

History of USPTO decisions and trademark events.

27 publications found

NAS8

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

03/05/2025

8.OK

REGISTERED - SEC. 8 (6-YR) ACCEPTED

03/05/2025

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

03/05/2025

ES8R

TEAS SECTION 8 RECEIVED

07/02/2024

REM1

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

01/02/2023

R.PR

REGISTERED-PRINCIPAL REGISTER

01/02/2018

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

10/17/2017

PUBO

PUBLISHED FOR OPPOSITION

10/17/2017

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

09/27/2017

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

09/08/2017

XAEC

EXAMINER'S AMENDMENT ENTERED

09/01/2017

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

09/01/2017

GNEA

EXAMINERS AMENDMENT E-MAILED

09/01/2017

CNEA

EXAMINERS AMENDMENT -WRITTEN

09/01/2017

GNFN

NOTIFICATION OF FINAL REFUSAL EMAILED

08/09/2017

GNFR

FINAL REFUSAL E-MAILED

08/09/2017

CNFR

FINAL REFUSAL WRITTEN

08/09/2017

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

07/18/2017

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

07/17/2017

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

07/17/2017

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

01/23/2017

GNRT

NON-FINAL ACTION E-MAILED

01/23/2017

CNRT

NON-FINAL ACTION WRITTEN

01/23/2017

DOCK

ASSIGNED TO EXAMINER

01/13/2017

MDSC

NOTICE OF DESIGN SEARCH CODE E-MAILED

11/09/2016

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

11/08/2016

NWAP

NEW APPLICATION ENTERED

11/08/2016

Continuous trademark protection

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