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Official data from USPTO

DREAM IT. PLAN IT. PURSUE IT.

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

DREAM IT. PLAN IT. PURSUE IT.

ST13

US500000088606895

Class

36

Filing

88606895

Registration

6023778

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

13

Latest update

06/04/2026

Trademark type

Word

Nice classes

36

Filing date

09/06/2019

Registration date

03/31/2020

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

06/03/2026

Last transaction

06/04/2026

Responsible office

United States Patent and Trademark Office

Status code

702

Official register

Principal Register

First use anywhere

10/15/2014

First use in commerce

10/27/2014

Drawing code

4

Owner type

03

Owner location

Mooresville, NC, US

Examiner

BLACK, MILDRED ELIZABETH

Current location

Historical data usage

Holders and representatives

Holders

Karp Financial Strategies, Inc.

Representatives

Karp Financial Strategies, Inc.

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial portfolio analysis services; Financial retirement plan consulting services; Financial serviceswealth management services; Financial planning and investment advisory services; Insurance and financial information and consultancy services; Life insurance brokerage; Providing financial consultation services to individualsbusiness owners and employees; Providing financial information services to individualsbusiness owners and employees; Strategic financial advisory services; Strategic corporate financial advisory services

Publications

History of USPTO decisions and trademark events.

13 publications found

NA85

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

06/03/2026

C15A

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

06/03/2026

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

06/03/2026

E815

TEAS SECTION 8 & 15 RECEIVED

03/12/2026

REM1

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

03/31/2025

R.PR

REGISTERED-PRINCIPAL REGISTER

03/31/2020

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

01/14/2020

PUBO

PUBLISHED FOR OPPOSITION

01/14/2020

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

12/25/2019

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

12/10/2019

DOCK

ASSIGNED TO EXAMINER

12/09/2019

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

09/17/2019

NWAP

NEW APPLICATION ENTERED

09/10/2019

Continuous trademark protection

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