REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
04/13/2026
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Official data from USPTO
INSTRATEGY
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
INSTRATEGY
ST13
US500000087426727Class
36, 42
Filing
87426727
Registration
6322415
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
51
Latest update
04/14/2026
Trademark type
Word
Nice classes
36, 42
Filing date
04/26/2017
Registration date
04/13/2021
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
04/13/2021
Last transaction
04/14/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
2017-06-00
First use in commerce
2017-06-00
Drawing code
4
Owner type
16
Owner location
SAN DIEGO, CA, US
Examiner
MALYSZEK, KIMBERLY RAY
Law office
N40
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
ROWLING & ASSOCIATES, LLC
Rowling and Associates Accountancy Corporation
Representatives
Michael J. Hoisington, Esq. Higgs Fletcher & Mack, LLP
Technical classification
Nice Classes
Class 36Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Investment researchproviding information and research in the field of finance and financial investment; global investment research and advisory services; Providing information and research in the field of financefinancial investmentsfinancial portfolio models; all of the foregoing excluding for use in the insurance and reinsurance industries
Class 42
Providing information and research in the field of software configurationfinancial investment tax strategy software settings
Publications
History of USPTO decisions and trademark events.
51 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
04/13/2021
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
03/09/2021
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
03/09/2021
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
03/08/2021
SUPC
STATEMENT OF USE PROCESSING COMPLETE
03/08/2021
EX1G
SOU EXTENSION 1 GRANTED
03/08/2021
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
03/01/2021
IUAF
USE AMENDMENT FILED
02/12/2021
EXT1
SOU EXTENSION 1 FILED
02/12/2021
EEXT
SOU TEAS EXTENSION RECEIVED
02/12/2021
EISU
TEAS STATEMENT OF USE RECEIVED
02/12/2021
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
02/10/2021
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
01/28/2021
EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
01/28/2021
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
01/28/2021
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
01/28/2021
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
11/17/2020
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
09/22/2020
PUBO
PUBLISHED FOR OPPOSITION
09/22/2020
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
09/02/2020
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
08/18/2020
DOCK
ASSIGNED TO EXAMINER
08/13/2020
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
07/02/2020
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
07/01/2020
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
07/01/2020
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
02/03/2020
GNRT
NON-FINAL ACTION E-MAILED
02/03/2020
CNRT
NON-FINAL ACTION WRITTEN
02/03/2020
RCCK
SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
01/07/2020
ALIE
ASSIGNED TO LIE
01/07/2020
RCSC
REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
05/28/2019
GNS3
NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
10/30/2018
GNSL
LETTER OF SUSPENSION E-MAILED
10/30/2018
CNSL
SUSPENSION LETTER WRITTEN
10/30/2018
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
10/29/2018
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
10/29/2018
ALIE
ASSIGNED TO LIE
10/18/2018
ERFR
TEAS REQUEST FOR RECONSIDERATION RECEIVED
10/09/2018
GNFN
NOTIFICATION OF FINAL REFUSAL EMAILED
04/10/2018
GNFR
FINAL REFUSAL E-MAILED
04/10/2018
CNFR
FINAL REFUSAL WRITTEN
04/10/2018
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
02/03/2018
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
02/02/2018
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
02/02/2018
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
08/02/2017
GNRT
NON-FINAL ACTION E-MAILED
08/02/2017
CNRT
NON-FINAL ACTION WRITTEN
08/02/2017
DOCK
ASSIGNED TO EXAMINER
07/22/2017
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
06/05/2017
NWAP
NEW APPLICATION ENTERED
04/29/2017
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