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Official data from USPTO

EXPERT ADVISORY PROCESS

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

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

EXPERT ADVISORY PROCESS

ST13

US500000088730314

Class

36

Filing

88730314

Registration

6066190

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

17

Latest update

09/25/2025

Trademark type

Word

Nice classes

36

Filing date

12/17/2019

Registration date

05/26/2020

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

09/24/2025

Last transaction

09/25/2025

Responsible office

United States Patent and Trademark Office

Status code

701

Official register

Supplemental Register

First use anywhere

06/01/2019

First use in commerce

06/01/2019

Drawing code

4

Owner type

03

Owner location

La Jolla, CA

Examiner

COLEMAN,CIMMERIAN

Current location

Historical data usage

Holders and representatives

Holders

Financial Alternatives, Inc.

Representatives

Pollie Gautsch, Esq. G&A LEGAL, APC

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial CounselingInvestment Management and Financial Planning Services

Publications

History of USPTO decisions and trademark events.

17 publications found

NAS8

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

09/24/2025

8.OK

REGISTERED - SEC. 8 (6-YR) ACCEPTED

09/24/2025

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

09/22/2025

ES8R

TEAS SECTION 8 RECEIVED

06/03/2025

REM1

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

05/26/2025

R.SR

REGISTERED-SUPPLEMENTAL REGISTER

05/26/2020

PREV

LAW OFFICE PUBLICATION REVIEW COMPLETED

04/17/2020

ALIE

ASSIGNED TO LIE

04/10/2020

CNTA

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

04/02/2020

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

04/01/2020

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

03/31/2020

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

03/31/2020

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

03/29/2020

GNRT

NON-FINAL ACTION E-MAILED

03/29/2020

CNRT

NON-FINAL ACTION WRITTEN

03/29/2020

DOCK

ASSIGNED TO EXAMINER

03/16/2020

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

12/20/2019

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