NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
08/12/2026
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Official data from USPTO
PERSONALIZED RETIREMENT OUTCOMES (PRO)
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
PERSONALIZED RETIREMENT OUTCOMES (PRO)
ST13
US500000087606645Class
36
Filing
87606645
Registration
6115704
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
54
Latest update
08/12/2026
Trademark type
Word
Nice classes
36
Filing date
09/13/2017
Registration date
08/04/2020
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
08/12/2026
Last transaction
08/12/2026
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
First use anywhere
08/31/2017
First use in commerce
08/31/2017
Drawing code
4
Owner type
16
Owner location
Plano, TX, US
Examiner
MIZELLE HOWARD, DEZMONA JULYE
Current location
Historical data usage
Holders and representatives
Holders
Fisher Asset Management, LLC
Fisher Asset Management, LLC
Representatives
Michael T. Murphy Spencer Fane LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Investment advisory services; Investment management
Publications
History of USPTO decisions and trademark events.
54 publications found
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
08/12/2026
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
08/10/2026
E815
TEAS SECTION 8 & 15 RECEIVED
05/05/2026
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
08/04/2025
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
07/14/2025
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
07/14/2025
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
07/14/2025
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
07/14/2025
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
07/14/2025
R.PR
REGISTERED-PRINCIPAL REGISTER
08/04/2020
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
05/19/2020
PUBO
PUBLISHED FOR OPPOSITION
05/19/2020
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
04/29/2020
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
04/14/2020
XAEC
EXAMINER'S AMENDMENT ENTERED
04/14/2020
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
04/14/2020
GNEA
EXAMINERS AMENDMENT E-MAILED
04/14/2020
CNEA
EXAMINERS AMENDMENT -WRITTEN
04/14/2020
JURT
JURISDICTION RESTORED TO EXAMINING ATTORNEY
03/24/2020
GEA1
NOTIFICATION OF ACTION DENYING REQ FOR RECON E-MAILED
02/25/2020
GECD
ACTION DENYING REQ FOR RECON E-MAILED
02/25/2020
CNCF
ACTION CONTINUING FINAL - COMPLETED
02/25/2020
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
02/11/2020
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
02/11/2020
ALIE
ASSIGNED TO LIE
02/05/2020
ERFR
TEAS REQUEST FOR RECONSIDERATION RECEIVED
02/03/2020
EXPI
EX PARTE APPEAL-INSTITUTED
02/03/2020
JURT
JURISDICTION RESTORED TO EXAMINING ATTORNEY
02/03/2020
EXAF
EXPARTE APPEAL RECEIVED AT TTAB
02/03/2020
GNFN
NOTIFICATION OF FINAL REFUSAL EMAILED
08/03/2019
GNFR
FINAL REFUSAL E-MAILED
08/03/2019
CNFR
FINAL REFUSAL WRITTEN
08/03/2019
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
07/13/2019
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
07/12/2019
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
07/12/2019
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
01/12/2019
GNRT
NON-FINAL ACTION E-MAILED
01/12/2019
CNRT
NON-FINAL ACTION WRITTEN
01/12/2019
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
12/20/2018
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
12/19/2018
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
12/19/2018
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
06/20/2018
GNRT
NON-FINAL ACTION E-MAILED
06/20/2018
CNRT
NON-FINAL ACTION WRITTEN
06/20/2018
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
05/30/2018
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
05/29/2018
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
05/29/2018
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
11/29/2017
GNRT
NON-FINAL ACTION E-MAILED
11/29/2017
CNRT
NON-FINAL ACTION WRITTEN
11/29/2017
DOCK
ASSIGNED TO EXAMINER
11/20/2017
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
09/18/2017
NWAP
NEW APPLICATION ENTERED
09/16/2017
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