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Official data from USPTO

KNOW THE DIFFERENCE

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

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

KNOW THE DIFFERENCE

ST13

US500000088152851

Class

35, 36

Filing

88152851

Registration

5849016

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

19

Latest update

02/12/2025

Trademark type

Word

Nice classes

35, 36

Filing date

10/12/2018

Registration date

09/03/2019

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

02/12/2025

Last transaction

02/12/2025

Responsible office

United States Patent and Trademark Office

Status code

702

Official register

Principal Register

First use anywhere

06/05/2015

First use in commerce

07/05/2015

Drawing code

4

Owner type

16

Owner location

Brookfield, WI, US

Examiner

FOSDICK, GEOFFREY

Current location

Historical data usage

Holders and representatives

Holders

Annex Wealth Management, LLC
Annex Wealth Management, LLC

Representatives

Allison H. Bickford Quarles & Brady LLP

Technical classification

Nice Classes

Class 35Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 35

Tax planningadviceinformation and consultancy services relating to tax reduction

Class 36

Financial planning; financial retirement plan consulting services; estate planning; fiduciary servicesfiduciary representative services; investment management services

Publications

History of USPTO decisions and trademark events.

19 publications found

NA85

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

02/12/2025

C15A

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

02/12/2025

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

02/12/2025

E815

TEAS SECTION 8 & 15 RECEIVED

10/03/2024

REM1

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

09/03/2024

R.PR

REGISTERED-PRINCIPAL REGISTER

09/03/2019

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

06/18/2019

PUBO

PUBLISHED FOR OPPOSITION

06/18/2019

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

05/29/2019

ALIE

ASSIGNED TO LIE

05/15/2019

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

04/29/2019

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

04/27/2019

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

04/26/2019

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

04/26/2019

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

01/24/2019

GNRT

NON-FINAL ACTION E-MAILED

01/24/2019

CNRT

NON-FINAL ACTION WRITTEN

01/24/2019

DOCK

ASSIGNED TO EXAMINER

01/23/2019

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

10/23/2018

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