EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
10/02/2025
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Official data from USPTO
FINANCIAL ADVICE ON YOUR TERMS
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
FINANCIAL ADVICE ON YOUR TERMS
ST13
US500000097159041Class
36
Filing
97159041
Registration
7044733
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
21
Latest update
10/08/2025
Trademark type
Word
Nice classes
36
Filing date
12/06/2021
Registration date
05/02/2023
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
05/02/2023
Last transaction
10/08/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
01/02/2023
First use in commerce
01/02/2023
Drawing code
4
Owner type
03
Owner location
SCOTTSDALE, AZ
Examiner
NUNLEY,CHRISTOPHER MICHAEL
Law office
L40
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
OSAIC HOLDINGS, INC.
GenxFinancial LLC
Representatives
Gayle Denman Davis Wright Tremaine LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial advisory and consulting services; financial planning and advisory services
Publications
History of USPTO decisions and trademark events.
21 publications found
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
10/02/2025
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
10/02/2025
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
10/02/2025
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
09/17/2025
NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
05/02/2023
R.PR
REGISTERED-PRINCIPAL REGISTER
05/02/2023
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
03/31/2023
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
03/30/2023
SUPC
STATEMENT OF USE PROCESSING COMPLETE
03/08/2023
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
03/06/2023
IUAF
USE AMENDMENT FILED
02/16/2023
EISU
TEAS STATEMENT OF USE RECEIVED
02/16/2023
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
12/20/2022
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
10/25/2022
PUBO
PUBLISHED FOR OPPOSITION
10/25/2022
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
10/05/2022
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
09/21/2022
DOCK
ASSIGNED TO EXAMINER
09/13/2022
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
12/13/2021
NWAP
NEW APPLICATION ENTERED
12/09/2021
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