NURC
NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED
03/10/2026
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Official data from USPTO
PRINCIPLES-BASED FINANCIAL PLANNER
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
PRINCIPLES-BASED FINANCIAL PLANNER
ST13
US500000097047640Class
-
Filing
97047640
Registration
7706758
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
45
Latest update
04/03/2026
Trademark type
Word
Nice classes
-
Filing date
09/27/2021
Registration date
02/25/2025
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
02/25/2025
Last transaction
04/03/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
Drawing code
4
Owner type
16
Owner location
SAN ANTONIO, TX, US
Examiner
LINDEMYER, ANKHI MUKHERJEA
Current location
Historical data usage
Holders and representatives
Holders
FIVETH, LLC
Live Dream Achieve Tech, LLC
Representatives
Preston P. Frischknecht PROJECT CIP
Technical classification
Nice Classes
No classes reported.
Vienna Codes
No Vienna codes available.
Goods and services
No goods and services specifications.
Publications
History of USPTO decisions and trademark events.
45 publications found
C.7C
NEW CERTIFICATE UNDER SECTION 7 - PROCESSED
02/15/2026
EROP
TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
02/10/2026
PRAM
POST REGISTRATION ACTION MAILED - SEC. 7
08/11/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
08/11/2025
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
04/02/2025
ES7R
TEAS SECTION 7 REQUEST RECEIVED
04/01/2025
NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
02/25/2025
R.PR
REGISTERED-PRINCIPAL REGISTER
02/25/2025
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
02/04/2025
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
02/04/2025
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
01/13/2025
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
01/13/2025
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
11/20/2024
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
08/27/2024
GNRT
NON-FINAL ACTION E-MAILED
08/27/2024
CNRT
SU - NON-FINAL ACTION - WRITTEN
08/27/2024
ZZZX
PREVIOUS ALLOWANCE COUNT WITHDRAWN
08/26/2024
ISCR
WITHDRAWN FROM ISSUE - OG REVIEW QUERY
08/13/2024
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
07/31/2024
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
07/31/2024
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
07/02/2024
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
07/02/2024
ALIE
ASSIGNED TO LIE
07/02/2024
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
01/07/2024
DOCK
ASSIGNED TO EXAMINER
10/23/2023
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
10/06/2023
GNRT
NON-FINAL ACTION E-MAILED
10/06/2023
CNRT
SU - NON-FINAL ACTION - WRITTEN
10/06/2023
SUPC
STATEMENT OF USE PROCESSING COMPLETE
08/08/2023
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
08/08/2023
IUAF
USE AMENDMENT FILED
07/26/2023
EISU
TEAS STATEMENT OF USE RECEIVED
07/26/2023
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
01/31/2023
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
12/06/2022
PUBO
PUBLISHED FOR OPPOSITION
12/06/2022
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
11/16/2022
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
11/03/2022
XAEC
EXAMINER'S AMENDMENT ENTERED
10/28/2022
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
10/28/2022
GNEA
EXAMINERS AMENDMENT E-MAILED
10/28/2022
CNEA
EXAMINERS AMENDMENT -WRITTEN
10/28/2022
DOCK
ASSIGNED TO EXAMINER
06/27/2022
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
10/27/2021
NWAP
NEW APPLICATION ENTERED
09/30/2021
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