TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
07/08/2026
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Official data from USPTO
INVESTMENTS INCOME TAXES LEGACY/ESTATE HEALTHCARE
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Active USPTO registrationType: CombinedOffice: 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
17
Latest update
07/09/2026
Trademark type
Combined
Nice classes
36
Filing date
05/17/2022
Registration date
07/04/2023
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
07/04/2023
Last transaction
07/09/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
11/01/2021
First use in commerce
11/01/2021
Drawing code
3
Owner type
03
Owner location
Roseville, CA, US
Examiner
SHEN, DANIEL HOWE
Law office
O10
Current location
PUBLICATION AND ISSUE SECTION
Mark description
The mark consists of a blue stylized five prong compass image with a stylized blue and white sketched mountain scape inside the center compass circle surrounded by five red exterior arched lines each with a directional line connected in the middle located within each of the five blue compass prongs. Each of the five red directional lines are pointing towards the black word "INCOME", the black word "TAXES", the black words "LEGACY/ESTATE", the black word "HEALTHCARE", and the black word "INVESTMENTS". The foregoing compass design and wording appears within a circle shaded in grey gradient.
Holders and representatives
Holders
Chris Bulman, Inc.
Representatives
Chris Bulman, Inc.
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Advice on finance during retirement; Financial consulting servicesexpert analysis in finance; Informationadvisoryconsultancy and financial research services relating to finance and investments; Providing information and research in the field of finance and financial investments; Providing information in the field of personal finance; Providing informationcommentary and advice in the field of financefinancial investments and financial valuations
Publications
History of USPTO decisions and trademark events.
17 publications found
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
07/08/2026
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
07/08/2026
NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
07/04/2023
R.PR
REGISTERED-PRINCIPAL REGISTER
07/04/2023
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
04/18/2023
PUBO
PUBLISHED FOR OPPOSITION
04/18/2023
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
03/29/2023
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
03/10/2023
XAEC
EXAMINER'S AMENDMENT ENTERED
03/07/2023
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
03/07/2023
GNEA
EXAMINERS AMENDMENT E-MAILED
03/07/2023
CNEA
EXAMINERS AMENDMENT -WRITTEN
03/07/2023
DOCK
ASSIGNED TO EXAMINER
03/06/2023
MDSC
NOTICE OF DESIGN SEARCH CODE E-MAILED
05/25/2022
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
05/24/2022
NWAP
NEW APPLICATION ENTERED
05/20/2022
Continuous trademark protection
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