NAS8
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
11/05/2025
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Official data from USPTO
CUSTOMIZED FINANCIAL SUCCESS SYSTEM
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
CUSTOMIZED FINANCIAL SUCCESS SYSTEM
ST13
US500000088583486Class
36
Filing
88583486
Registration
5986600
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
18
Latest update
11/06/2025
Trademark type
Word
Nice classes
36
Filing date
08/19/2019
Registration date
02/11/2020
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
11/05/2025
Last transaction
11/06/2025
Responsible office
United States Patent and Trademark Office
Status code
701
Official register
Supplemental Register
First use anywhere
05/15/2017
First use in commerce
05/15/2017
Drawing code
4
Owner type
01
Owner location
Clearwater, FL
Examiner
HAN,DAWN L
Current location
Historical data usage
Holders and representatives
Holders
Hoffman, Todd M
Representatives
Hoffman, Todd M
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial planning; Investment management; Financial planning for retirement
Publications
History of USPTO decisions and trademark events.
18 publications found
8.OK
REGISTERED - SEC. 8 (6-YR) ACCEPTED
11/05/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
11/05/2025
ES8R
TEAS SECTION 8 RECEIVED
07/09/2025
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
02/11/2025
R.SR
REGISTERED-SUPPLEMENTAL REGISTER
02/11/2020
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
01/06/2020
ALIE
ASSIGNED TO LIE
12/30/2019
CNTA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
12/25/2019
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
12/05/2019
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
12/05/2019
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
12/05/2019
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
12/02/2019
GNRT
NON-FINAL ACTION E-MAILED
12/02/2019
CNRT
NON-FINAL ACTION WRITTEN
12/02/2019
DOCK
ASSIGNED TO EXAMINER
11/19/2019
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
09/04/2019
NWAP
NEW APPLICATION ENTERED
08/22/2019
Continuous trademark protection
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