NAS8
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
06/28/2026
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Official data from USPTO
STEWARDSHIP PERSONAL VALUES PORTFOLIOS
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
STEWARDSHIP PERSONAL VALUES PORTFOLIOS
ST13
US500000088440437Class
36
Filing
88440437
Registration
6049883
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
24
Latest update
06/28/2026
Trademark type
Word
Nice classes
36
Filing date
05/21/2019
Registration date
05/05/2020
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
06/28/2026
Last transaction
06/28/2026
Responsible office
United States Patent and Trademark Office
Status code
701
Official register
Supplemental Register
Filing basis
Intent to use
First use anywhere
01/07/2020
First use in commerce
01/07/2020
Drawing code
4
Owner type
16
Owner location
NEW YORK, NY, US
Examiner
KUNKLEMAN, SARAH E
Current location
Historical data usage
Holders and representatives
Holders
SOA WEALTH ADVISORS, LLC
Seasons of Advice Wealth Management LLC
Representatives
STEVEN M WEINBERG HOLMES WEINBERG, PC
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial and consulting servicesfinancial planninginvestment advisory services; money managementproviding financial management and financial counseling services to others in order to help others tracksave and invest their money
Publications
History of USPTO decisions and trademark events.
24 publications found
8.OK
REGISTERED - SEC. 8 (6-YR) ACCEPTED
06/28/2026
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
06/28/2026
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
06/03/2026
ES8R
TEAS SECTION 8 RECEIVED
03/24/2026
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
05/05/2025
R.SR
REGISTERED-SUPPLEMENTAL REGISTER
05/05/2020
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
03/30/2020
AAUA
NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
03/24/2020
CNTA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
03/23/2020
IUAA
USE AMENDMENT ACCEPTED
03/23/2020
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
03/23/2020
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
03/23/2020
ALIE
ASSIGNED TO LIE
03/23/2020
AUPC
AMENDMENT TO USE PROCESSING COMPLETE
02/12/2020
IUAF
USE AMENDMENT FILED
02/12/2020
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
02/11/2020
EAAU
TEAS AMENDMENT OF USE RECEIVED
02/11/2020
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
08/14/2019
GNRT
NON-FINAL ACTION E-MAILED
08/14/2019
CNRT
NON-FINAL ACTION WRITTEN
08/14/2019
DOCK
ASSIGNED TO EXAMINER
08/07/2019
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
06/06/2019
NWAP
NEW APPLICATION ENTERED
05/24/2019
Continuous trademark protection
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