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Official data from USPTO

FINANCIAL ADVICE FOR PRACTICAL PEOPLE

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 FOR PRACTICAL PEOPLE

ST13

US500000097338754

Class

36

Filing

97338754

Registration

7614451

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

12/17/2024

Trademark type

Word

Nice classes

36

Filing date

03/30/2022

Registration date

12/17/2024

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

12/17/2024

Last transaction

12/17/2024

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

Filing basis

Intent to use

First use anywhere

2023-08-00

First use in commerce

2023-08-00

Drawing code

4

Owner type

16

Owner location

Phoenix, AZ, US

Examiner

WHELAN, JAIME M

Law office

O20

Current location

PUBLICATION AND ISSUE SECTION

Holders and representatives

Holders

Wagon Wheel Capital LLC

Representatives

R. Lee Fraley SNELL & WILMER L.L.P.

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial planning and investment advisory servicesthe development and creation of personalized strategies to achieve financial goals; financial planning and advisory servicesthe development and creation of personalized strategic plans for investment planninginsurance planningretirement financing planning; investment monitoring services for financial and investment purposes; financial consultation services; fiduciary representative services; financial and investment servicesfinancial management in the fields of stocksbondsoptionscommoditiesfutures and other securitiesthe investment of funds of others; investment advisory servicesfinancial portfolio analysis and management of securities therein; wealth management services; providing consulting and information concerning insurance; providing investment review and assessment for variable and fixed annuity products; fiscal assessments and evaluations; providing information and research in the fields of personal financefinancial planning and financial management

Publications

History of USPTO decisions and trademark events.

27 publications found

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

12/17/2024

R.PR

REGISTERED-PRINCIPAL REGISTER

12/17/2024

ERRR

ON HOLD - ELECTRONIC RECORD REVIEW REQUIRED

02/16/2024

SUNA

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

02/13/2024

CNPR

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

02/12/2024

SUPC

STATEMENT OF USE PROCESSING COMPLETE

02/10/2024

AITU

CASE ASSIGNED TO INTENT TO USE PARALEGAL

02/10/2024

IUAF

USE AMENDMENT FILED

01/19/2024

EISU

TEAS STATEMENT OF USE RECEIVED

01/19/2024

DOCK

ASSIGNED TO EXAMINER

12/06/2023

NOAM

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

07/25/2023

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

05/30/2023

PUBO

PUBLISHED FOR OPPOSITION

05/30/2023

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

05/10/2023

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

04/21/2023

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

04/20/2023

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

04/20/2023

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

04/20/2023

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

02/07/2023

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

02/07/2023

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

02/07/2023

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

01/20/2023

GNRT

NON-FINAL ACTION E-MAILED

01/20/2023

CNRT

NON-FINAL ACTION WRITTEN

01/20/2023

DOCK

ASSIGNED TO EXAMINER

01/14/2023

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

04/05/2022

NWAP

NEW APPLICATION ENTERED

04/02/2022

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