REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
11/03/2025
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Official data from USPTO
ITMO
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Active USPTO registrationType: WordOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
33
Latest update
11/04/2025
Trademark type
Word
Nice classes
36
Filing date
12/13/2018
Registration date
11/03/2020
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
11/03/2020
Last transaction
11/04/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
10/01/2019
First use in commerce
10/01/2019
Drawing code
4
Owner type
01
Owner location
PINSON, AL
Examiner
NUNLEY,CHRISTOPHER MICHAEL
Law office
L40
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
COONER, JASON RYAN
Representatives
Holly Li The Law Offices of Holly Y. Li
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial services in the nature of an investment security; Financial services rendered in connection with the issuancereceipt and transfer of lines of creditcredit processing services; Financial servicesa total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial servicesadministration of transactions involving funds drawn from securitiesstocksfundsequitiesbondscashother types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial servicesadministration of transactions involving funds drawn from securitiesstocksfundsequitiesbondscashother types of financial investments in retirement plans using a credit or debit card over a global data network; Financial servicesarranging of modified loan terms designed to prevent home foreclosure; Financial servicesassisting others with the completion of financial transactions for stocksbondssecurities and equities; Financial servicesbroker/dealer services on securities exchanges and over-the-counter markets; Financial servicesbusiness fundraising for others; Financial servicesbusiness fundraising provided over a computer network such as the Internet; Financial servicescommodity trading and managed futures advisory and management services; Financial servicesconducting a securities and derivatives exchange; Financial servicesconducting an online exchange of interest rate products via the internet and intranet systems; Financial servicescoordinationwithin a single accountof an investment portfolio's maintenancetradingrebalancingtax management needs; Financial servicescorporate workoutdebt restructuringreceivershiploan resolution for commercial loans; Financial servicescredit agencies featuring credit processingcredit checkingcredit analyzingfinancial reporting services; Financial servicescredit repair and restoration; Financial servicesdealing in securities as a market maker and in trading commoditiessecuritiesoptionsfuturesequities and fixed income products in the United States and overseas market securities; Financial servicesdebt resolution services in the nature of debt settlement and elimination; Financial servicesdebt settlement; Financial serviceselectronic remote check deposit services; Financial servicesestate settlement services; Financial servicesfunding online cash accounts from prepaid cash cardsbank accounts and credit card accounts; Financial servicesfunding research awards in the field of energy; Financial servicesgold trading; Financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment services; Financial servicesinvestment fund transfer and transaction services; Financial servicesissuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Financial serviceslife insurance settlement services; Financial servicesloan default mitigation services; Financial servicesloss mitigation services for under- or non-performing mortgage loans; Financial servicesmicrofinance lending services; Financial servicesmoney lending; Financial servicesmortgage planning; Financial servicesmortgage refinancing; Financial servicesoperation and management of hedge fundscommodity pools and other collective investment vehiclestrading for others of securitiesoptionsfuturesderivativesdebt instruments and commodities; Financial servicesproprietary trading in commoditiessecuritiesoptionsfuturesequities and fixed income products in the United States and overseas market securities; Financial servicesproviding a virtual currency for use by members of an on-line community via a global computer network; Financial servicesproviding an investment option available for variable annuity and variable life insurance products; Financial servicesproviding electronic transfer of a virtual currency for use by members of an on-line community via a global computer network; Financial servicesproviding for the exchange of foreign currencycommoditiesfinancial derivativesinterest rate productsequities via the internet and intranet systems; Financial servicesproviding information in the fields of foreign currencycommoditiesfinancial derivativesinterest rate productsequities via the internet and intranet systems; Financial servicesproviding on-line stored value accounts in an electronic environment; Financial servicesraising debt and equity capital for others; Financial servicesraising money for the hedge funds of others; Financial servicesreal estate note brokerage; Financial servicessavings programs for youths; Financial servicesthe purchase of residential mortgages on behalf of others and the issuance of mortgage-backed securities; Financial servicesthe trading of financial instrumentssecuritiessharesoptions and other derivative products; Financial servicesvehicle title loans; Financial serviceswealth management services; Financial administration of medication reimbursement programs and services; Financial administration of pharmacy reimbursement programs and services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services relating to micro creditsmicro finance and energy products; Financial advisory and consultancy servicesthe creation of personalized strategies to achieve financial independence; Financial affairs and monetary affairsfinancial informationmanagement and analysis services; Financial analysis and research services; Financial and investment servicesasset and investment acquisitionconsultationadvisory and development; Financial brokerage services for cryptocurrency trading; Financial calculation services for othersroyalty calculation; Financial consultancy services in the area of healthcare; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial consulting servicesadvising others regarding intellectual property investments; Financial consulting servicesexpert analysis in finance; Financial counseling serviceshelping others build a better working relationship with their money; Financial credit scoring services; Financial custody servicesmaintaining possession of financial assets for others for financial management purposes; Financial customs brokerage services; Financial due diligence services in the field of real estate; Financial evaluationtrackinganalysisforecastingconsultancyadvisory and research services relating to securities and other financial instruments; Financial guarantees; Financial information services provided on-line from a computer database or a global computer networkproviding information in the field of financial classification of companies and securities; Financial information and advisory services; Financial investment servicesadministering the issuanceunderwriting and distribution of securities; Financial investment brokerage services; Financial planning servicesdeveloping and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning and investment advisory services; Financial portfolio analysis services; Financial research and equity research brokerage services; Financial research and information services; Financial restructuring services; Financial retirement plan consulting services; Financial risk assessment services; Financial securities exchange services; Financial transaction servicesproviding secure commercial transactions and payment options; Financial transaction servicesproviding secure commercial transactions and payment options using a mobile device at a point of sale; Business liquidation servicesfinancial; Charitable servicesproviding financial assistance to meet the physicalpsychologicalsocial and other special needs of children; Charitable servicesproviding financial assistance to meet the physicalpsychologicalsocial and other special needs of disabled persons; Charitable servicesproviding financial support to disadvantaged individuals in the United States and other countries for the purpose of facilitating healthwellness and economic development; Charitable servicesproviding financial support to disadvantaged patients for the purpose of facilitating good health; Charitable servicesproviding financial support to people from disadvantaged countries for the purpose of facilitating educational opportunities; Charitable foundation servicesproviding financial assistance for programs and services of others; Charitable foundation servicesproviding financial support to individuals who are seeking to be with family during the holidays but are unable due to financial constraints; Charitable foundation servicesproviding fundraising activitiessupplemental fundingcapital improvement fundingscholarships and financial assistance for programs and services of others; Charitable fundraising services using proceeds from CDsto provide foodblanketsshelterother relief materialsbloodfinancial assistance to victims of diseases and disasters in the United States; College consulting servicesassisting students in applying for scholarships and financial aid; College counseling servicesassisting students in applying for scholarships and financial aid; Consultation services in the field of financial management of yacht operations; Electronic financial service for the purchase of savings bonds; Electronic financial trading services; Insurance and financial information and consultancy services; Mortgage compliance consulting services concerning financial requirements for mortgages for mortgage lenders and servicers and mortgage brokers; News reporting services in the field of financial news; On-line financial planning services; Onlinereal-time tax payment processingtax payment financial managementtax payment financial analysis services; Providing financial services with respect to securities and other financial instruments and productsproviding financial market news and commentary; Providing financial services with respect to securities and other financial instruments and productsmoney management services; Providing financial services with respect to securities and other financial instruments and productstrading of and investments in securities and financial instruments and products for others; Providing financial risk management services for electronic funds transfercredit and debit card and electronic check transactions via a global computer network; Providing an internet website portal in the field of financial transaction and payment processing services; Strategic financial advisory services; Strategic corporate financial advisory services
Publications
History of USPTO decisions and trademark events.
33 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
11/03/2020
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
09/29/2020
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
09/28/2020
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
09/17/2020
SUPC
STATEMENT OF USE PROCESSING COMPLETE
09/16/2020
EX2G
SOU EXTENSION 2 GRANTED
09/16/2020
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
09/15/2020
NREV
NOTICE OF REVIVAL - E-MAILED
07/29/2020
IUAF
USE AMENDMENT FILED
07/27/2020
TPEX
SOU EXTENSION RECEIVED WITH TEAS PETITION
07/27/2020
PETG
PETITION TO REVIVE-GRANTED
07/27/2020
PROA
TEAS PETITION TO REVIVE RECEIVED
07/27/2020
EISU
TEAS STATEMENT OF USE RECEIVED
07/27/2020
MAB6
ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED
07/20/2020
ABN6
ABANDONMENT - NO USE STATEMENT FILED
07/20/2020
EXT2
SOU EXTENSION 2 FILED
06/18/2020
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
02/12/2020
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
02/12/2020
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
12/18/2019
EX1G
SOU EXTENSION 1 GRANTED
12/16/2019
EXT1
SOU EXTENSION 1 FILED
12/16/2019
EEXT
SOU TEAS EXTENSION RECEIVED
12/16/2019
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
06/18/2019
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
04/30/2019
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
04/30/2019
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
04/23/2019
PUBO
PUBLISHED FOR OPPOSITION
04/23/2019
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
04/03/2019
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
03/13/2019
DOCK
ASSIGNED TO EXAMINER
03/12/2019
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
01/05/2019
NWAP
NEW APPLICATION ENTERED
12/17/2018
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