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Official data from USPTO

STRATEGIC ADVICE MANAGER

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

STRATEGIC ADVICE MANAGER

ST13

US500000088431455

Class

41, 42

Filing

88431455

Registration

8247004

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

60

Latest update

05/05/2026

Trademark type

Word

Nice classes

41, 42

Filing date

05/15/2019

Registration date

05/05/2026

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

05/05/2026

Last transaction

05/05/2026

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Supplemental Register

Filing basis

Foreign priority

Drawing code

4

Owner type

99

Owner location

Winnipeg, Manitoba, CA

Examiner

CORWIN, KEVIN SCOTT

Law office

M30

Current location

FILE REPOSITORY (FRANCONIA)

Holders and representatives

Holders

Conquest Planning Inc.

Representatives

Adam W. Sikich Raphael Bellum PLLC

Technical classification

Nice Classes

Class 41Class 42

Vienna Codes

No Vienna codes available.

Goods and services

Class 41

software training servicestraining in the use of computer software in the investment advisoryinsurance and financial planning fields

Class 42

software support services in the investment advisoryinsurance and financial planning fieldstroubleshooting of computer software problems; providing temporary use of online non-downloadable software for data compilation and analysis in the investment advisoryinsurancefinancial planning fields; providing temporary use of online non-downloadable artificial intelligence (AI) software for automated data compilation and analysis in the investment advisoryinsurance and financial planning fields; providing temporary use of onlinenon-downloadable artificial intelligence (AI) software for decision analysis in the investment advisoryinsurance and financial planning fields; providing temporary use of non-downloadable software for data analysis and decision-making based on artificial intelligence and machine learning in the investment advisoryinsurance and financial planning fields; software as a service services (SaaS) featuring software for data compilation and analysis in the investment advisoryinsurance and financial planning fields; software as a service services (SaaS) featuring artificial intelligence (AI) software for automated data compilation and analysis in the investment advisoryinsurance and financial planning fields; software as a service services (SaaS) featuring artificial intelligence (AI) software for decision analysis in the investment advisoryinsurance and financial planning fields; software as a service services (SaaS) featuring software for data analysis and decisionmaking based on artificial intelligence and machine learning in the investment advisoryinsurance and financial planning fields

Publications

History of USPTO decisions and trademark events.

60 publications found

NRCS

NOTICE OF REGISTRATION CONFIRMATION EMAILED

05/05/2026

R.SR

REGISTERED-SUPPLEMENTAL REGISTER

05/05/2026

CNTA

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

04/09/2026

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

04/01/2026

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

04/01/2026

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

04/01/2026

EWAF

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

03/31/2026

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

03/31/2026

EWOR

TEAS WITHDRAWAL AS DOMESTIC REPRESENTATIVE RECEIVED

03/31/2026

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

03/31/2026

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

03/31/2026

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

03/31/2026

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

03/31/2026

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

01/12/2026

GNRT

NON-FINAL ACTION E-MAILED

01/12/2026

CNRT

NON-FINAL ACTION WRITTEN

01/12/2026

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

11/20/2024

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

11/20/2024

ERSI

TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED

11/19/2024

GNS2

NOTIFICATION OF INQUIRY AS TO SUSPENSION E-MAILED

08/28/2024

GNSI

INQUIRY TO SUSPENSION E-MAILED

08/28/2024

CNSI

SUSPENSION INQUIRY WRITTEN

08/28/2024

GNS3

NOTIFICATION OF LETTER OF SUSPENSION E-MAILED

02/06/2024

GNSL

LETTER OF SUSPENSION E-MAILED

02/06/2024

CNSL

SUSPENSION LETTER WRITTEN

02/06/2024

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

02/06/2024

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

02/06/2024

ALIE

ASSIGNED TO LIE

02/06/2024

ERSI

TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED

05/21/2023

GNS2

NOTIFICATION OF INQUIRY AS TO SUSPENSION E-MAILED

02/22/2023

GNSI

INQUIRY TO SUSPENSION E-MAILED

02/22/2023

CNSI

SUSPENSION INQUIRY WRITTEN

02/22/2023

RCSC

REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED

08/17/2022

RCCK

SUSPENSION CHECKED - TO ATTORNEY FOR ACTION

07/20/2022

RCSC

REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED

01/11/2022

RCCK

SUSPENSION CHECKED - TO ATTORNEY FOR ACTION

12/20/2021

RCSC

REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED

06/15/2021

RCSC

REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED

11/21/2020

RCCK

SUSPENSION CHECKED - TO ATTORNEY FOR ACTION

10/29/2020

GNS3

NOTIFICATION OF LETTER OF SUSPENSION E-MAILED

04/06/2020

GNSL

LETTER OF SUSPENSION E-MAILED

04/06/2020

CNSL

SUSPENSION LETTER WRITTEN

04/06/2020

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

02/28/2020

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

02/28/2020

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

02/28/2020

ALIE

ASSIGNED TO LIE

02/26/2020

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

02/20/2020

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

02/20/2020

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

02/20/2020

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

02/20/2020

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

02/20/2020

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

02/20/2020

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

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

08/20/2019

GNRT

NON-FINAL ACTION E-MAILED

08/20/2019

CNRT

NON-FINAL ACTION WRITTEN

08/20/2019

DOCK

ASSIGNED TO EXAMINER

08/01/2019

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

05/31/2019

NWAP

NEW APPLICATION ENTERED

05/18/2019

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