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Official data from USPTO

DIVERSIFICATION IS YOUR ONLY SAFETY

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

DIVERSIFICATION IS YOUR ONLY SAFETY

ST13

US500000087797925

Class

36

Filing

87797925

Registration

5672833

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

24

Latest update

02/19/2025

Trademark type

Word

Nice classes

36

Filing date

02/14/2018

Registration date

02/12/2019

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

02/19/2025

Last transaction

02/19/2025

Responsible office

United States Patent and Trademark Office

Status code

701

Official register

Principal Register

First use anywhere

07/30/2017

First use in commerce

07/30/2017

Drawing code

4

Owner type

03

Owner location

San Jose, CA, US

Examiner

LATTUCA, FRANK J

Current location

Historical data usage

Holders and representatives

Holders

Family Wealth Consultants, Inc.

Representatives

XAVIER MORALES LAW OFFICE OF XAVIER MORALES

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Providing financial advisory servicesstrategic asset allocationfinancial manager selection and reviewconsolidated financial reporting and monitoringcash flow planningelder care planningfinancial planningretirement planningestate and tax planningrisk management and asset protectionwealth transfer servicesfinancial planning services in the nature of developing and managing investments on behalf of wealthy individuals or familiesfinancial services in the nature of coordination of investment portfolio maintenancetradingrebalancing

Publications

History of USPTO decisions and trademark events.

24 publications found

NAS8

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

02/19/2025

8.OK

REGISTERED - SEC. 8 (6-YR) ACCEPTED

02/19/2025

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

02/19/2025

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

10/23/2024

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

10/23/2024

REAP

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

10/23/2024

ES8R

TEAS SECTION 8 RECEIVED

05/30/2024

WOAG

WITHDRAWAL OF ATTORNEY GRANTED

08/13/2019

WOAR

TEAS WITHDRAWAL OF ATTORNEY RECEIVED

08/13/2019

R.PR

REGISTERED-PRINCIPAL REGISTER

02/12/2019

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

11/27/2018

PUBO

PUBLISHED FOR OPPOSITION

11/27/2018

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

11/07/2018

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

10/18/2018

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

10/17/2018

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

10/17/2018

ALIE

ASSIGNED TO LIE

10/16/2018

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

10/03/2018

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

05/31/2018

GNRT

NON-FINAL ACTION E-MAILED

05/31/2018

CNRT

NON-FINAL ACTION WRITTEN

05/31/2018

DOCK

ASSIGNED TO EXAMINER

05/30/2018

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

02/23/2018

NWAP

NEW APPLICATION ENTERED

02/17/2018

Continuous trademark protection

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