REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
07/20/2026
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Official data from USPTO
THE PLANNER YOU CAN TALK TO
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
THE PLANNER YOU CAN TALK TO
ST13
US500000088148032Class
36
Filing
88148032
Registration
6428698
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
39
Latest update
07/20/2026
Trademark type
Word
Nice classes
36
Filing date
10/09/2018
Registration date
07/20/2021
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
07/20/2021
Last transaction
07/20/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
200416
First use in commerce
04/16/2021
Drawing code
4
Owner type
16
Owner location
Newton, MA, US
Examiner
AURAND, KYLE C
Current location
Historical data usage
Holders and representatives
Holders
RWA WEALTH PARTNERS, LLC
Adviser Investments, LLC
Adviser Investment, LLC
Representatives
Gregory B. Coy Taft, Stettinus & Hollister
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial planning services
Publications
History of USPTO decisions and trademark events.
39 publications found
NURC
NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED
11/18/2025
C.7C
NEW CERTIFICATE UNDER SECTION 7 - PROCESSED
10/29/2025
EROP
TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
10/09/2025
PRAM
POST REGISTRATION ACTION MAILED - SEC. 7
07/16/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
07/15/2025
ES7R
TEAS SECTION 7 REQUEST RECEIVED
02/25/2025
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
11/20/2024
R.PR
REGISTERED-PRINCIPAL REGISTER
07/20/2021
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
06/12/2021
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
06/11/2021
SUPC
STATEMENT OF USE PROCESSING COMPLETE
05/12/2021
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
05/12/2021
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
05/12/2021
IUAF
USE AMENDMENT FILED
04/29/2021
EISU
TEAS STATEMENT OF USE RECEIVED
04/29/2021
EPPA
TEAS POST PUBLICATION AMENDMENT RECEIVED
04/29/2021
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
10/15/2020
EX3G
SOU EXTENSION 3 GRANTED
10/13/2020
EXT3
SOU EXTENSION 3 FILED
10/13/2020
EEXT
SOU TEAS EXTENSION RECEIVED
10/13/2020
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
04/01/2020
EX2G
SOU EXTENSION 2 GRANTED
03/30/2020
EXT2
SOU EXTENSION 2 FILED
03/30/2020
EEXT
SOU TEAS EXTENSION RECEIVED
03/30/2020
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
11/01/2019
EX1G
SOU EXTENSION 1 GRANTED
10/30/2019
EXT1
SOU EXTENSION 1 FILED
10/30/2019
EEXT
SOU TEAS EXTENSION RECEIVED
10/30/2019
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
04/30/2019
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
03/05/2019
PUBO
PUBLISHED FOR OPPOSITION
03/05/2019
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
02/13/2019
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
01/22/2019
DOCK
ASSIGNED TO EXAMINER
01/18/2019
TAEA
TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED
10/23/2018
PARI
TEAS VOLUNTARY AMENDMENT RECEIVED
10/23/2018
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
10/18/2018
NWAP
NEW APPLICATION ENTERED
10/12/2018
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