REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
12/15/2025
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Official data from USPTO
PRACTICE EXIT & WEALTH MANAGEMENT PLAN
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
PRACTICE EXIT & WEALTH MANAGEMENT PLAN
ST13
US500000088798034Class
36
Filing
88798034
Registration
6224055
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
25
Latest update
12/16/2025
Trademark type
Word
Nice classes
36
Filing date
02/14/2020
Registration date
12/15/2020
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
12/15/2020
Last transaction
12/16/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Supplemental Register
Filing basis
Intent to use
First use anywhere
01/13/2020
First use in commerce
01/13/2020
Drawing code
4
Owner type
16
Owner location
Clearwater, FL
Examiner
RIEPEL,CHRISTINA MAXINE
Law office
N60
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
Sage Assets, LLC
Representatives
Anton J. Hopen Trenam Law
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial advisoryanalysis and consultancy services; Financial planning and investment advisory services; On-line financial planning service
Publications
History of USPTO decisions and trademark events.
25 publications found
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
11/01/2025
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
11/01/2025
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
11/01/2025
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
03/20/2024
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
03/20/2024
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
03/20/2024
R.SR
REGISTERED-SUPPLEMENTAL REGISTER
12/15/2020
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
11/09/2020
ALIE
ASSIGNED TO LIE
10/30/2020
AAUA
NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
10/23/2020
CNTA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
10/22/2020
IUAA
USE AMENDMENT ACCEPTED
10/22/2020
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
10/14/2020
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
10/13/2020
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
10/13/2020
AUPC
AMENDMENT TO USE PROCESSING COMPLETE
10/13/2020
IUAF
USE AMENDMENT FILED
10/13/2020
EAAU
TEAS AMENDMENT OF USE RECEIVED
10/12/2020
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
05/05/2020
GNRT
NON-FINAL ACTION E-MAILED
05/05/2020
CNRT
NON-FINAL ACTION WRITTEN
05/05/2020
DOCK
ASSIGNED TO EXAMINER
05/05/2020
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
02/21/2020
NWAP
NEW APPLICATION ENTERED
02/18/2020
Continuous trademark protection
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