NAS8
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
04/05/2025
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Official data from USPTO
APPROACH FINANCIAL
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
APPROACH FINANCIAL
ST13
US500000088047292Class
36
Filing
88047292
Registration
5854798
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
23
Latest update
04/06/2025
Trademark type
Word
Nice classes
36
Filing date
07/21/2018
Registration date
09/10/2019
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
04/05/2025
Last transaction
04/06/2025
Responsible office
United States Patent and Trademark Office
Status code
701
Official register
Principal Register
First use anywhere
05/03/2017
First use in commerce
05/03/2017
Drawing code
4
Owner type
03
Owner location
Montrose, CO
Examiner
YOUNG, THOMAS
Current location
Historical data usage
Holders and representatives
Holders
Approach Financial, Inc.
Representatives
Approach Financial, Inc.
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial administration of retirement plans; Financial advice and consultancy services; Financial advisory and consultancy services; Financial asset management; Financial consultancy and insurance consultancy; Financial counseling serviceshelping others build a better working relationship with their money; Financial information and advisory services; Financial investment brokerage; Financial investment brokerage services; Financial loan consultation; Financial management of employee pension plans; Financial management via the Internet; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial portfolio analysis services; Financial retirement plan consulting services; Financial risk management; Financial servicesmortgage planning; Financial serviceswealth management services; Credit and financial consultation; On-line financial planning services; Providing financial services with respect to securities and other financial instruments and productsmoney management services; Providing a web site featuring personal financial information and financial advice; Providing information and advice in the field of financefinancial investmentsfinancial valuationsthe financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Provision of financial information relating to the finance industry involved in environmentally focused investments
Publications
History of USPTO decisions and trademark events.
23 publications found
8.OK
REGISTERED - SEC. 8 (6-YR) ACCEPTED
04/05/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
04/05/2025
ES8R
TEAS SECTION 8 RECEIVED
09/11/2024
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
09/10/2024
R.PR
REGISTERED-PRINCIPAL REGISTER
09/10/2019
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
06/25/2019
PUBO
PUBLISHED FOR OPPOSITION
06/25/2019
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
06/05/2019
ALIE
ASSIGNED TO LIE
05/19/2019
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
05/06/2019
GNS3
NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
05/06/2019
GNSL
LETTER OF SUSPENSION E-MAILED
05/06/2019
CNSL
SUSPENSION LETTER WRITTEN
05/06/2019
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
05/03/2019
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
05/02/2019
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
05/02/2019
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
11/13/2018
GNRT
NON-FINAL ACTION E-MAILED
11/13/2018
CNRT
NON-FINAL ACTION WRITTEN
11/13/2018
DOCK
ASSIGNED TO EXAMINER
11/08/2018
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
07/26/2018
NWAP
NEW APPLICATION ENTERED
07/25/2018
Continuous trademark protection
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