REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
02/16/2026
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Official data from USPTO
1031 FINANCIAL
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
1031 FINANCIAL
ST13
US500000088637794Class
36
Filing
88637794
Registration
6274477
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
02/17/2026
Trademark type
Word
Nice classes
36
Filing date
10/01/2019
Registration date
02/16/2021
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
02/16/2021
Last transaction
02/17/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Supplemental Register
First use anywhere
04/20/2013
First use in commerce
04/20/2013
Drawing code
4
Owner type
01
Owner location
New York, NY
Examiner
SIRIGNANO, EMMA MARIE
Law office
M40
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
S. O. (pessoa física)
Representatives
David A. Boag BOAG | LAW, PLLC
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
investment servicesproviding investment analysisconsultationplanningmanagementadvisorybrokerageportfolio managementasset managementtrust and estate management and research services with respect to securitiesreal estateDelaware statutory trusts and other instruments of investment; financial consultation and management services relating to Internal Revenue Code Section 1031 on tax deferred property exchange transactions; serving as a qualified financial intermediary for tax-deferred exchanges for real and personal propertyfacilitating the channeling of funds between lenders and borrowers by connecting those with a financial surplus with those having a financial deficit via tax-deferred exchanges for real and personal property
Publications
History of USPTO decisions and trademark events.
24 publications found
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
05/11/2022
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
05/11/2022
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
05/11/2022
R.SR
REGISTERED-SUPPLEMENTAL REGISTER
02/16/2021
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
01/08/2021
CNTA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
12/29/2020
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
12/23/2020
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
12/23/2020
ALIE
ASSIGNED TO LIE
12/16/2020
NREV
NOTICE OF REVIVAL - E-MAILED
09/22/2020
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
09/21/2020
PETG
PETITION TO REVIVE-GRANTED
09/21/2020
PROA
TEAS PETITION TO REVIVE RECEIVED
09/21/2020
MAB2
ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
07/22/2020
ABN2
ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
07/22/2020
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
01/09/2020
GNRT
NON-FINAL ACTION E-MAILED
01/09/2020
CNRT
NON-FINAL ACTION WRITTEN
01/09/2020
DOCK
ASSIGNED TO EXAMINER
01/06/2020
TAEA
TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED
10/23/2019
PARI
TEAS VOLUNTARY AMENDMENT RECEIVED
10/23/2019
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
10/04/2019
NWAP
NEW APPLICATION ENTERED
10/04/2019
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