R.PR
REGISTERED-PRINCIPAL REGISTER
09/07/2021
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Official data from USPTO
WHERE MATTERS OF WEALTH, BUSINESS, AND FAMILY INTERSECT
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
WHERE MATTERS OF WEALTH, BUSINESS, AND FAMILY INTERSECT
ST13
US500000088699289Class
36
Filing
88699289
Registration
6473808
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
23
Latest update
09/07/2021
Trademark type
Word
Nice classes
36
Filing date
11/20/2019
Registration date
09/07/2021
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
09/07/2021
Last transaction
09/07/2021
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
10/15/2019
First use in commerce
10/15/2019
Drawing code
4
Owner type
01
Owner location
Pittsburgh, PA
Examiner
BERLIN, JUSTIN
Law office
N70
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
J. C. (pessoa física)
Representatives
Paul D. Bangor, Jr. CLARK HILL, PLC
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
business brokerage services and related consultingstrategic corporate financial advisory services and investment banking related servicesstrategic plan design servicesvendor selection and evaluation servicesfinancial reporting services and corporate compliance servicespertaining to business salesmergersacquisitionsjoint venturesspecial situations and turnaroundsrecapitalization and negotiations; Financial serviceswealth management services; investment management and advisory services; financial asset management; family office servicesfinancial planning and advisory servicesstrategic planning and financial modeling for trust and estate planninginvestment consultingtax planning and administration in the nature of financial modeling of tax strategies and the coordination of tax professionalsfinancial philanthropic gift planning; financial risk management; philanthropy and charitable planningphilanthropy consultation relating to taxation planning; financial planning for retirement; financial and insurance servicesestate and succession planning services; financial planning and investment advisory servicestrust planninggift planningfinancial governance and fiduciary management; Consulting services in the field of state and federal employee benefit plans concerning insurance and finance; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medicaldentallife insurance including short term disabilitylong term disabilityaccidental death and dismemberment; Insurance brokerage services for individual and group insurance; Strategic financial advisory services
Publications
History of USPTO decisions and trademark events.
23 publications found
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
06/22/2021
PUBO
PUBLISHED FOR OPPOSITION
06/22/2021
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
06/02/2021
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
05/13/2021
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
05/13/2021
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
05/12/2021
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
05/12/2021
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
11/12/2020
GNRT
NON-FINAL ACTION E-MAILED
11/12/2020
CNRT
NON-FINAL ACTION WRITTEN
11/12/2020
ZZZX
PREVIOUS ALLOWANCE COUNT WITHDRAWN
10/15/2020
PBCR
WITHDRAWN FROM PUB - OG REVIEW QUERY
09/22/2020
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
09/03/2020
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
09/03/2020
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
09/02/2020
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
09/02/2020
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
03/02/2020
GNRT
NON-FINAL ACTION E-MAILED
03/02/2020
CNRT
NON-FINAL ACTION WRITTEN
03/02/2020
DOCK
ASSIGNED TO EXAMINER
02/25/2020
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
11/26/2019
NWAP
NEW APPLICATION ENTERED
11/23/2019
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