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Official data from USPTO

LIFETIME CAPITAL NEEDS

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

LIFETIME CAPITAL NEEDS

ST13

US500000087947456

Class

36

Filing

87947456

Registration

5940335

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

40

Latest update

07/27/2025

Trademark type

Word

Nice classes

36

Filing date

06/04/2018

Registration date

12/17/2019

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

07/26/2025

Last transaction

07/27/2025

Responsible office

United States Patent and Trademark Office

Status code

701

Official register

Supplemental Register

Filing basis

Intent to use

First use anywhere

06/01/2018

First use in commerce

06/01/2018

Drawing code

4

Owner type

03

Owner location

CHICAGO, IL

Examiner

KUMIS,SCOTT N

Current location

Historical data usage

Holders and representatives

Holders

C. C. (pessoa física)
PagnatoKarp Partners, LLC

Representatives

Lema Khorshid Fuksa Khorshid, LLC

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial servicesadvice relating to investmentsasset managementcash managementcharitable monetary giving through financial and estate planning; financial analysis and consultationfinancial planning consultationfinancial portfolio managementfinancial research and financial risk management; investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocksbondssecurities and equities; investment management; investment servicesasset acquisitionconsultationdevelopment and management services; financial management and consulting services; providing financial information; financial analysis and consultation; finance consulting; analysis servicesfinancial analysis; financial consulting in the field of financial information management; mutual fund brokeragedistribution and investment services

Publications

History of USPTO decisions and trademark events.

40 publications found

NAS8

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

07/26/2025

8.OK

REGISTERED - SEC. 8 (6-YR) ACCEPTED

07/26/2025

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

07/26/2025

ES8R

TEAS SECTION 8 RECEIVED

04/11/2025

REM1

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

12/17/2024

ASCK

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

06/20/2024

ASCK

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

10/13/2021

ASCK

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

09/22/2021

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

10/07/2020

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

09/17/2020

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

09/17/2020

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

09/17/2020

REAP

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

09/17/2020

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

09/17/2020

WOAG

WITHDRAWAL OF ATTORNEY GRANTED

09/15/2020

WOAR

TEAS WITHDRAWAL OF ATTORNEY RECEIVED

09/15/2020

R.SR

REGISTERED-SUPPLEMENTAL REGISTER

12/17/2019

PREV

LAW OFFICE PUBLICATION REVIEW COMPLETED

11/14/2019

ALIE

ASSIGNED TO LIE

11/07/2019

AAUA

NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED

11/05/2019

CNTA

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

11/04/2019

IUAA

USE AMENDMENT ACCEPTED

11/04/2019

AUPC

AMENDMENT TO USE PROCESSING COMPLETE

10/10/2019

IUAF

USE AMENDMENT FILED

10/10/2019

EAAU

TEAS AMENDMENT OF USE RECEIVED

10/09/2019

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

10/09/2019

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

10/09/2019

ERFR

TEAS REQUEST FOR RECONSIDERATION RECEIVED

10/09/2019

GNFN

NOTIFICATION OF FINAL REFUSAL EMAILED

04/09/2019

GNFR

FINAL REFUSAL E-MAILED

04/09/2019

CNFR

FINAL REFUSAL WRITTEN

04/09/2019

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

03/19/2019

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

03/18/2019

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

03/18/2019

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

09/18/2018

GNRT

NON-FINAL ACTION E-MAILED

09/18/2018

CNRT

NON-FINAL ACTION WRITTEN

09/18/2018

DOCK

ASSIGNED TO EXAMINER

09/12/2018

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

06/11/2018

NWAP

NEW APPLICATION ENTERED

06/07/2018

Continuous trademark protection

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