REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
11/24/2025
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Official data from USPTO
FINANCE GPS
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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
30
Latest update
11/25/2025
Trademark type
Word
Nice classes
36
Filing date
02/27/2019
Registration date
11/24/2020
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
11/24/2020
Last transaction
11/25/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
2019-07-00
First use in commerce
2019-07-00
Drawing code
4
Owner type
03
Owner location
Kansas City, MO
Examiner
LIEBL, ALEXANDRA
Law office
N20
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
Lockton, Inc.
Representatives
Chad W. Brigham GOLDENBERG HELLER & ANTOGNOLI, P.C.
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial wellness program servicesproviding financial advice and assistance to individualsplan sponsors and companies as part of benefit programs for employees and participants; providing financial wellness information via a web site; financial wellness assessments in the nature of financial advicemanagementconsultingfinancial wellness counseling in the nature of financial advicemanagement and consultingfinancial advisory and consultancy servicesfinancial retirement plan consultingfinancial planningfinancial planning consultationfinancial planning for retirementfinancial risk managementretirement plan investment advising servicesinvestment advisory servicesinvestment management servicesall of the foregoing provided in connection with financial wellness programs as part of benefit plans for employees and plan participants
Publications
History of USPTO decisions and trademark events.
30 publications found
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
09/21/2022
R.PR
REGISTERED-PRINCIPAL REGISTER
11/24/2020
DOCK
ASSIGNED TO EXAMINER
11/02/2020
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
10/17/2020
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
10/16/2020
SUPC
STATEMENT OF USE PROCESSING COMPLETE
10/10/2020
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
10/09/2020
IUAF
USE AMENDMENT FILED
09/24/2020
EISU
TEAS STATEMENT OF USE RECEIVED
09/24/2020
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
09/03/2020
EX1G
SOU EXTENSION 1 GRANTED
09/01/2020
EXT1
SOU EXTENSION 1 FILED
09/01/2020
EEXT
SOU TEAS EXTENSION RECEIVED
09/01/2020
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
06/10/2020
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
03/03/2020
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
01/07/2020
PUBO
PUBLISHED FOR OPPOSITION
01/07/2020
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
12/18/2019
ALIE
ASSIGNED TO LIE
12/04/2019
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
12/02/2019
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
11/15/2019
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
11/14/2019
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
11/14/2019
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
05/15/2019
GNRT
NON-FINAL ACTION E-MAILED
05/15/2019
CNRT
NON-FINAL ACTION WRITTEN
05/15/2019
DOCK
ASSIGNED TO EXAMINER
05/08/2019
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
03/27/2019
NWAP
NEW APPLICATION ENTERED
03/02/2019
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