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Official data from USPTO

DOCEO

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

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

DOCEO

ST13

US500000090015649

Class

35, 36

Filing

90015649

Registration

6357719

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

16

Latest update

05/19/2026

Trademark type

Word

Nice classes

35, 36

Filing date

06/23/2020

Registration date

05/18/2021

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

05/18/2021

Last transaction

05/19/2026

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

Filing basis

Intent to use

First use anywhere

07/21/2020

First use in commerce

07/21/2020

Drawing code

4

Owner type

16

Owner location

Meridian, ID, US

Examiner

JENKINS JR, CHARLES L

Law office

M30

Current location

PUBLICATION AND ISSUE SECTION

Holders and representatives

Holders

Altruist Advisors, LLC

Representatives

Henry Wineman

Technical classification

Nice Classes

Class 35Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 35

Accounting services

Class 36

Financial planning; Financial portfolio management; Financial servicesproviding an investment option available for variable annuity and variable life insurance products; Financial serviceswealth management services; Financial affairs and monetary affairsfinancial informationmanagement and analysis services; Insurance information; Investment advice; Investment consultation; Investment management; Investment of funds for others

Publications

History of USPTO decisions and trademark events.

16 publications found

REM1

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

05/18/2026

R.PR

REGISTERED-PRINCIPAL REGISTER

05/18/2021

SUNA

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

04/13/2021

CNPR

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

04/12/2021

SUPC

STATEMENT OF USE PROCESSING COMPLETE

03/05/2021

AITU

CASE ASSIGNED TO INTENT TO USE PARALEGAL

03/05/2021

IUAF

USE AMENDMENT FILED

02/11/2021

EISU

TEAS STATEMENT OF USE RECEIVED

02/11/2021

NOAM

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

12/30/2020

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

11/03/2020

PUBO

PUBLISHED FOR OPPOSITION

11/03/2020

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

10/14/2020

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

09/28/2020

DOCK

ASSIGNED TO EXAMINER

09/25/2020

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

07/20/2020

NWAP

NEW APPLICATION ENTERED

06/26/2020

Continuous trademark protection

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