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Official data from USPTO

WHERE EVERY CASE IS A TRANSITION, NOT A TRANSACTION.

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

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

WHERE EVERY CASE IS A TRANSITION, NOT A TRANSACTION.

ST13

US500000087899204

Class

36

Filing

87899204

Registration

5627545

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

15

Latest update

10/10/2025

Trademark type

Word

Nice classes

36

Filing date

04/29/2018

Registration date

12/11/2018

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

10/09/2025

Last transaction

10/10/2025

Responsible office

United States Patent and Trademark Office

Status code

702

Official register

Principal Register

First use anywhere

2018-03-00

First use in commerce

2018-03-00

Drawing code

4

Owner type

01

Owner location

Newport Beach, CA

Examiner

VERHOSEK,WILLIAM T

Current location

Historical data usage

Holders and representatives

Holders

Kaas, Traci
Kaas, Traci

Representatives

Kaas, Traci

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial servicesproviding financial settlement planning in connection with structured settlementsstructured attorney feesgovernment benefitsMedicare Set-Asidetrustsannuitieslife insurance and a managed financial portfolio

Publications

History of USPTO decisions and trademark events.

15 publications found

NA85

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

10/09/2025

C15A

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

10/09/2025

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

10/06/2025

E815

TEAS SECTION 8 & 15 RECEIVED

06/03/2025

REM1

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

12/11/2023

R.PR

REGISTERED-PRINCIPAL REGISTER

12/11/2018

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

09/25/2018

PUBO

PUBLISHED FOR OPPOSITION

09/25/2018

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

09/05/2018

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

08/21/2018

DOCK

ASSIGNED TO EXAMINER

08/20/2018

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

08/02/2018

REAP

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

08/02/2018

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

05/08/2018

NWAP

NEW APPLICATION ENTERED

05/02/2018

Continuous trademark protection

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