REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
11/10/2025
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Official data from USPTO
TIME AND MONEY FREEDOM METHODOLOGY
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
TIME AND MONEY FREEDOM METHODOLOGY
ST13
US500000088873786Class
36
Filing
88873786
Registration
6193870
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
13
Latest update
11/11/2025
Trademark type
Word
Nice classes
36
Filing date
04/15/2020
Registration date
11/10/2020
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
11/10/2020
Last transaction
11/11/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
04/10/2020
First use in commerce
04/10/2020
Drawing code
4
Owner type
01
Owner location
Sleepy Hollow, NY
Examiner
EBAUGH, MICHAEL
Law office
L80
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
Wallace, Delaney M
Representatives
WALLACE, DELANEY M
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Annuity servicesaccount and investment administration and the investment and distribution of annuity funds; Debt consolidation services; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planningthe creation of personalized strategies to achieve financial independence; Financial advicebudget planning; Financial retirement plan consulting services; Financial servicescoordinationwithin a single accountof an investment portfolio's maintenancetradingrebalancingtax management needs; Financial servicesmortgage planning; Financial trust planning; Insurance consulting in the field of LifeDisabilityautomobilehome owners insurance; Insurance servicesunderwritingissuing and administration of life insurance; Investment advice; Investment management; Investment of funds; Life insurance brokerage; Life insurance underwriting; 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 disabilitycancer insuranceaccidental death and dismemberment; Debt cancellation services using proceeds of lifedisability and unemployment insurance; Financial management of employee pension plans; Financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment services; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Issuance and administration of annuities; On-line financial planning services
Publications
History of USPTO decisions and trademark events.
13 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
11/10/2020
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
08/25/2020
PUBO
PUBLISHED FOR OPPOSITION
08/25/2020
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
08/05/2020
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
07/20/2020
XAEC
EXAMINER'S AMENDMENT ENTERED
07/13/2020
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
07/13/2020
GNEA
EXAMINERS AMENDMENT E-MAILED
07/13/2020
CNEA
EXAMINERS AMENDMENT -WRITTEN
07/13/2020
DOCK
ASSIGNED TO EXAMINER
07/06/2020
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
04/24/2020
NWAP
NEW APPLICATION ENTERED
04/18/2020
Continuous trademark protection
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