NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
03/18/2025
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Official data from USPTO
CLOSE REACH FINANCIAL PLANNING
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
CLOSE REACH FINANCIAL PLANNING
ST13
US500000098040167Class
36
Filing
98040167
Registration
7733242
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
20
Latest update
03/19/2025
Trademark type
Word
Nice classes
36
Filing date
06/13/2023
Registration date
03/18/2025
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
03/18/2025
Last transaction
03/19/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
11/13/2024
First use in commerce
11/13/2024
Drawing code
4
Owner type
16
Owner location
Manchester, CT
Examiner
STURMAN, MELISSA
Law office
N70
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
Close Reach Financial Planning, LLC
Close Reach Financial Planning, LLC
Representatives
Russell Anderson
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial investment analysis; Financial planning and investment advisory services; Financial planningproviding information for the creation of investment strategies; Providing financial information and advice in the field of financefinancial investmentsfinancial valuations and the financial aspects of retirement; Education funding analysis in the nature of financial analysis; Providing financial information in the field of financial stock and equity markets; Providing investors with financial information; Financial and investment servicesfinancial management and financial investment brokerage in the fields of stocksbondsoptionsfutures and other securities; financial analysismanagementconsulting and advisory services; funds investment; investment servicesfinancial asset management; investment analysis in the nature of investment advisory services
Publications
History of USPTO decisions and trademark events.
20 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
03/18/2025
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
02/26/2025
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
02/26/2025
SUPC
STATEMENT OF USE PROCESSING COMPLETE
01/31/2025
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
01/30/2025
IUAF
USE AMENDMENT FILED
11/14/2024
EISU
TEAS STATEMENT OF USE RECEIVED
11/14/2024
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
06/04/2024
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
04/09/2024
PUBO
PUBLISHED FOR OPPOSITION
04/09/2024
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
03/20/2024
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
03/05/2024
XAEC
EXAMINER'S AMENDMENT ENTERED
03/05/2024
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
03/05/2024
GNEA
EXAMINERS AMENDMENT E-MAILED
03/05/2024
CNEA
EXAMINERS AMENDMENT -WRITTEN
03/05/2024
DOCK
ASSIGNED TO EXAMINER
03/04/2024
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
07/17/2023
NWAP
NEW APPLICATION ENTERED
06/16/2023
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