ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
10/29/2025
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Official data from USPTO
AN EXPERIENCE BEYOND WEALTH
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
AN EXPERIENCE BEYOND WEALTH
ST13
US500000098107439Class
36, 45
Filing
98107439
Registration
7645684
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
23
Latest update
10/30/2025
Trademark type
Word
Nice classes
36, 45
Filing date
07/28/2023
Registration date
01/07/2025
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
01/07/2025
Last transaction
10/30/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
09/13/2023
First use in commerce
09/13/2023
Drawing code
4
Owner type
16
Owner location
FOSTER CITY, CA
Examiner
SCHLEGELMILCH,JONATHON A
Law office
L80
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
IEQ CAPITAL, LLC
EPIQ Capital Group, LLC
Representatives
Holly Pranger Pranger Law PC
Technical classification
Nice Classes
Class 36Class 45
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial servicesinvestment and wealth management services; Financial advisory and consultancy services; Financial planning and investment advisory services; Financial trust and estate planninginformation and consultancy services; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial consulting services in the field of philanthropy in the nature of financial planninginformationconsultancyimplementation and management; Insurance consultancy; Financial advice relating to tax; Real estate consultancy; Real estate advisory services; Financial advisory servicesdebt and lines of credit advisory services; Real estate acquisition services; Holding company services performed for third partiesinvestment management; Financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment services; Management of private equity funds; Bill payment services
Class 45
Personal concierge services for others comprising making requested personal arrangements and reservationsresearch and providing customer-specific information to meet individual needs; Personal concierge services for others related to navigating medicalhealth and wellnessidentifying and recommending service providers and coordinating introductions and onboarding arrangements; Personal concierge services for others related to finding providers and service peoplemaking requested personal arrangements and reservations to meet individual needs
Publications
History of USPTO decisions and trademark events.
23 publications found
NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
01/07/2025
R.PR
REGISTERED-PRINCIPAL REGISTER
01/07/2025
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
12/16/2024
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
12/16/2024
SUPC
STATEMENT OF USE PROCESSING COMPLETE
12/14/2024
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
12/14/2024
IUAF
USE AMENDMENT FILED
10/03/2024
EISU
TEAS STATEMENT OF USE RECEIVED
10/03/2024
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
09/24/2024
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
07/30/2024
PUBO
PUBLISHED FOR OPPOSITION
07/30/2024
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
07/10/2024
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
06/26/2024
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
06/25/2024
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
06/25/2024
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
06/25/2024
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
03/29/2024
GNRT
NON-FINAL ACTION E-MAILED
03/29/2024
CNRT
NON-FINAL ACTION WRITTEN
03/29/2024
DOCK
ASSIGNED TO EXAMINER
03/29/2024
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
08/28/2023
NWAP
NEW APPLICATION ENTERED
08/01/2023
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