EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
06/19/2026
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Official data from USPTO
PLANMEMBER PARTICIPANT CHOICE
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
PLANMEMBER PARTICIPANT CHOICE
ST13
US500000097261961Class
36
Filing
97261961
Registration
7059122
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
27
Latest update
06/23/2026
Trademark type
Word
Nice classes
36
Filing date
02/10/2022
Registration date
05/23/2023
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
05/23/2023
Last transaction
06/23/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
01/01/2016
First use in commerce
01/01/2016
Drawing code
4
Owner type
03
Owner location
Carpinteria, CA, US
Examiner
WHITE, TRAVIS WILLIAM
Law office
N80
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
P. C. (pessoa física)
Representatives
Kristin B. Kosinski CISLO & THOMAS LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial servicesmutual fund investment services where investors can select their own mutual fund investments and self-direct the management of their portfolio from a pre-selected collection of fund companies; Broker-dealer financial services in the field of mutual funds
Publications
History of USPTO decisions and trademark events.
27 publications found
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
06/19/2026
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
06/19/2026
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
06/19/2026
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
06/19/2026
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
06/19/2026
EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
07/26/2023
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
07/26/2023
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
07/26/2023
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
07/26/2023
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
07/26/2023
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
07/26/2023
NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
05/23/2023
R.PR
REGISTERED-PRINCIPAL REGISTER
05/23/2023
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
03/07/2023
PUBO
PUBLISHED FOR OPPOSITION
03/07/2023
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
02/15/2023
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
01/27/2023
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
12/28/2022
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
12/28/2022
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
12/28/2022
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
10/13/2022
GNRT
NON-FINAL ACTION E-MAILED
10/13/2022
CNRT
NON-FINAL ACTION WRITTEN
10/13/2022
DOCK
ASSIGNED TO EXAMINER
10/06/2022
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
02/15/2022
NWAP
NEW APPLICATION ENTERED
02/14/2022
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