REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
05/04/2026
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Official data from USPTO
WHAT'S YOUR PLAN FOR FINANCIAL INDEPENDENCE?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
WHAT'S YOUR PLAN FOR FINANCIAL INDEPENDENCE?
ST13
US500000088785625Class
35, 36
Filing
88785625
Registration
6342860
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
40
Latest update
05/05/2026
Trademark type
Word
Nice classes
35, 36
Filing date
02/05/2020
Registration date
05/04/2021
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
05/04/2021
Last transaction
05/05/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
03/15/2021
First use in commerce
03/15/2021
Drawing code
4
Owner type
16
Owner location
Powell, OH, US
Examiner
BICE, DANIEL TRAVIS
Law office
O10
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
Advanced Strategies Group
Representatives
Beverly A. Marsh STANDLEY LAW GROUP LLP
Technical classification
Nice Classes
Class 35Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 35
Business consulting and advisory services in the areas of enterprise value maximizationenterprise value monetization via ownership liquidation and internal succession planningstrategies employing key employee benefit and retention programs; insurance product placementconnecting buyers and sellers of insurance
Class 36
Financial and investment servicesasset and investment acquisitionconsultationadvisory and development; advisorycounseling and consulting services in the field of executive benefits for life insurancedisability insurance and financial retirement plans in addition to standard employee financial benefits plans; providing information in the field of employee financial benefit plans; employer-sponsored financial retirement plan consulting and fiduciary representative services
Publications
History of USPTO decisions and trademark events.
40 publications found
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
10/20/2022
EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
10/20/2022
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
10/20/2022
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
10/20/2022
R.PR
REGISTERED-PRINCIPAL REGISTER
05/04/2021
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
04/02/2021
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
04/01/2021
SUPC
STATEMENT OF USE PROCESSING COMPLETE
03/31/2021
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
03/31/2021
IUAF
USE AMENDMENT FILED
03/15/2021
EISU
TEAS STATEMENT OF USE RECEIVED
03/15/2021
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
09/22/2020
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
07/28/2020
PUBO
PUBLISHED FOR OPPOSITION
07/28/2020
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
07/08/2020
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
06/23/2020
ALIE
ASSIGNED TO LIE
06/15/2020
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
06/12/2020
XAEC
EXAMINER'S AMENDMENT ENTERED
06/12/2020
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
06/12/2020
GNEA
EXAMINERS AMENDMENT E-MAILED
06/12/2020
CNEA
EXAMINERS AMENDMENT -WRITTEN
06/12/2020
ZZZX
PREVIOUS ALLOWANCE COUNT WITHDRAWN
06/11/2020
PBCR
WITHDRAWN FROM PUB - OG REVIEW QUERY
06/02/2020
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
05/20/2020
XAEC
EXAMINER'S AMENDMENT ENTERED
05/20/2020
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
05/20/2020
GNEA
EXAMINERS AMENDMENT E-MAILED
05/20/2020
CNEA
EXAMINERS AMENDMENT -WRITTEN
05/20/2020
XAEC
EXAMINER'S AMENDMENT ENTERED
05/19/2020
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
05/19/2020
GNEA
EXAMINERS AMENDMENT E-MAILED
05/19/2020
CNEA
EXAMINERS AMENDMENT -WRITTEN
05/19/2020
GPRN
NOTIFICATION OF PRIORITY ACTION E-MAILED
05/07/2020
GPRA
PRIORITY ACTION E-MAILED
05/07/2020
CPRA
PRIORITY ACTION WRITTEN
05/07/2020
DOCK
ASSIGNED TO EXAMINER
04/24/2020
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
02/08/2020
NWAP
NEW APPLICATION ENTERED
02/08/2020
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