NAS8
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
03/26/2026
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Official data from USPTO
GOALS-BASED PLANNING
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
GOALS-BASED PLANNING
ST13
US500000088420814Class
36, 42
Filing
88420814
Registration
6020767
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
32
Latest update
03/26/2026
Trademark type
Word
Nice classes
36, 42
Filing date
05/08/2019
Registration date
03/24/2020
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
03/26/2026
Last transaction
03/26/2026
Responsible office
United States Patent and Trademark Office
Status code
701
Official register
Supplemental Register
Filing basis
Intent to use
First use anywhere
01/21/2020
First use in commerce
01/21/2020
Drawing code
4
Owner type
16
Owner location
Charlotte, NC, US
Examiner
BUTLER, MIDGE
Current location
Historical data usage
Holders and representatives
Holders
Horizon Investments, LLC
Representatives
Matt Jamison LEAK & JAMISON PLLC
Technical classification
Nice Classes
Class 36Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial advisory and consultancy servicesplanning and consulting services based on financial analyses of investment optionsportfolio allocationsassetslong-term goals
Class 42
Providing a web-based service featuring technology that enables users to receive financial planningconsultinginvestment analysis
Publications
History of USPTO decisions and trademark events.
32 publications found
8.OK
REGISTERED - SEC. 8 (6-YR) ACCEPTED
03/26/2026
EROP
TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
03/20/2026
PRA8
POST REGISTRATION ACTION MAILED - SEC. 8
11/19/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
11/17/2025
ES8R
TEAS SECTION 8 RECEIVED
07/17/2025
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
03/24/2025
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
12/08/2021
R.SR
REGISTERED-SUPPLEMENTAL REGISTER
03/24/2020
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
02/18/2020
ALIE
ASSIGNED TO LIE
02/10/2020
AAUA
NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
01/31/2020
CNTA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
01/30/2020
IUAA
USE AMENDMENT ACCEPTED
01/30/2020
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
01/29/2020
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
01/29/2020
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
01/29/2020
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
01/28/2020
GNRT
NON-FINAL ACTION E-MAILED
01/28/2020
CNRT
NON-FINAL ACTION WRITTEN
01/28/2020
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
01/25/2020
AUPC
AMENDMENT TO USE PROCESSING COMPLETE
01/25/2020
IUAF
USE AMENDMENT FILED
01/25/2020
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
01/24/2020
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
01/24/2020
EAAU
TEAS AMENDMENT OF USE RECEIVED
01/24/2020
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
07/25/2019
GNRT
NON-FINAL ACTION E-MAILED
07/25/2019
CNRT
NON-FINAL ACTION WRITTEN
07/25/2019
DOCK
ASSIGNED TO EXAMINER
07/23/2019
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
05/23/2019
NWAP
NEW APPLICATION ENTERED
05/11/2019
Continuous trademark protection
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