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Official data from USPTO

PERPETUAL SUITABILITY

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

PERPETUAL SUITABILITY

ST13

US500000088631282

Class

36

Filing

88631282

Registration

6456452

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

28

Latest update

08/17/2026

Trademark type

Word

Nice classes

36

Filing date

09/25/2019

Registration date

08/17/2021

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

08/17/2021

Last transaction

08/17/2026

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

Filing basis

Intent to use

First use anywhere

09/25/2019

First use in commerce

11/07/2019

Drawing code

4

Owner type

16

Owner location

Newport Beach, CA, US

Examiner

SNAPP, TINA LOUISE

Law office

M70

Current location

PUBLICATION AND ISSUE SECTION

Holders and representatives

Holders

Pacific Financial Group, LLC

Representatives

Richard Lavin

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial servicesa total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial servicescoordinationwithin a single accountof an investment portfolio's maintenancetradingrebalancingtax management needs; Financial servicesproviding an investment option available for variable annuity and variable life insurance products; Financial servicesproviding on-line stored value accounts in an electronic environment; Financial serviceswealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy servicesthe creation of personalized strategies to achieve financial independence; Financial advisory and consultancy servicesproviding surveillance of client accounts; Financial analysis and research services; Financial information services provided on-line from a computer database or a global computer networkproviding information in the field of financial classification of companies and securities; Financial information and advisory services; Financial planning and investment advisory services; Financial portfolio analysis services; Financial retirement plan consulting services; Financial risk assessment services; On-line financial planning services; Providing financial services with respect to securities and other financial instruments and productsmoney management services; Providing financial assessment services to financial professionals and financial institutions; Providing financial consultation services to financial professionals and financial institutions; Providing financial information services to financial professionals and financial institutions; Providing an internet website portal in the field of financial transaction and payment processing services; Strategic financial advisory services

Publications

History of USPTO decisions and trademark events.

28 publications found

REM1

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

08/17/2026

R.PR

REGISTERED-PRINCIPAL REGISTER

08/17/2021

SUNA

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

07/15/2021

CNPR

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

07/14/2021

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

06/04/2021

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

06/04/2021

ALIE

ASSIGNED TO LIE

06/02/2021

NREV

NOTICE OF REVIVAL - E-MAILED

03/04/2021

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

03/04/2021

PETG

PETITION TO REVIVE-GRANTED

03/04/2021

PROA

TEAS PETITION TO REVIVE RECEIVED

03/04/2021

MAB2

ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND

02/01/2021

ABN2

ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE

02/01/2021

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

07/20/2020

GNRT

NON-FINAL ACTION E-MAILED

07/20/2020

CNRT

SU - NON-FINAL ACTION - WRITTEN

07/20/2020

SUPC

STATEMENT OF USE PROCESSING COMPLETE

06/29/2020

AITU

CASE ASSIGNED TO INTENT TO USE PARALEGAL

06/29/2020

IUAF

USE AMENDMENT FILED

06/09/2020

EISU

TEAS STATEMENT OF USE RECEIVED

06/09/2020

NOAM

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

04/07/2020

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

02/11/2020

PUBO

PUBLISHED FOR OPPOSITION

02/11/2020

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

01/22/2020

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

01/08/2020

DOCK

ASSIGNED TO EXAMINER

12/27/2019

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

10/01/2019

NWAP

NEW APPLICATION ENTERED

09/28/2019

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