REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
07/13/2026
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Official data from USPTO
LEVEL 3
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Active USPTO registrationType: WordOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
9
Latest update
07/13/2026
Trademark type
Word
Nice classes
36
Filing date
10/07/2020
Registration date
07/13/2021
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
07/13/2021
Last transaction
07/13/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
01/14/2020
First use in commerce
01/14/2020
Drawing code
4
Owner type
16
Owner location
Canfield, OH, US
Examiner
HELLMAN, ELI J
Law office
O40
Current location
TMO LAW OFFICE 131
Holders and representatives
Holders
HBK Sorce Financial LLC
Representatives
SHAWNA L. L'ITALIEN HARRINGTON, HOPPE & MITCHELL
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
financial and investment servicesmanagement and brokerage in the fields of stocksbondsoptionscommoditiesfutures and other securitiesthe investment of funds of others; financial planning and investment advisory services; financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for others including private and public equity and debt investment services; financial servicesoperation and management of hedge fundscommodity pools and other collective investment vehicles and trading for others of securitiesoptionsfuturesderivative debt instruments and commodities; financial servicesproviding an investment option available for variable annuity and variable life insurance products; financial serviceswealth investment services; hedge fund investment services; insurance brokerage services; investment banking services; investment management of and distribution of annuities; management of private equity funds
Publications
History of USPTO decisions and trademark events.
9 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
07/13/2021
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
04/27/2021
PUBO
PUBLISHED FOR OPPOSITION
04/27/2021
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
04/07/2021
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
03/19/2021
DOCK
ASSIGNED TO EXAMINER
03/05/2021
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
11/20/2020
NWAP
NEW APPLICATION ENTERED
10/10/2020
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