NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
07/14/2026
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Official data from USPTO
STAY THE COURSE
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
STAY THE COURSE
ST13
US500000098492597Class
36
Filing
98492597
Registration
8346421
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
30
Latest update
07/14/2026
Trademark type
Word
Nice classes
36
Filing date
04/10/2024
Registration date
07/14/2026
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
07/14/2026
Last transaction
07/14/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
09/02/2025
First use in commerce
09/02/2025
Drawing code
4
Owner type
16
Owner location
Chester Springs, PA, US
Examiner
LOREDO GASPAR,ALONSO
Law office
O30
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
Valor Asset Management, LLC
Representatives
Valor Asset Management, LLC
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial Servicesspecificallyinvestment advisory services and investment management services; Fiduciary Servicesspecificallyadvice relating to investment selection; Financial Asset Management Servicesspecificallya full serviceholisticTurnkey Asset Management Program (TAMP) offering services forfinancial portfolio managementfinancial risk tolerance assessmentfinancial asset allocationcustom financial investment models in the nature of investment advisory servicesbuyingsellingtrading of securities in investment accountsblock trading groups of investment accounts; Investment Advisory Servicesspecificallycustom investment model servicesa fully managedturnkey investment model program consisting of various customized investment models built to suit a specific risk tolerance or investment strategyfully diversifiedpartially diversified and/or equity only investment strategies that invest and trade in a variety of positionsstocksexchange traded funds (ETFs)and/or mutual funds offered on the public securities markets in the United States and/or abroad in other publicly traded global securities markets; Asset Class Analysis and Research Servicesspecificallyfinancial research and analysis servicesdisseminated in the form of commentaryinsightsadvice on all asset classespositionspotential investment opportunities for inclusion in client accounts and custom investment modelsspecificallyfinancial research and analysis services disseminated in the form of commentaryinsightsadvice on the United Statesforeignand/or global economies and stock financial markets; Financial Professional Asset Management ServicesspecificallySubadvisor Services offering Turnkey Asset Management Program (TAMP) services for clients of financial professionalscommonly known as a Third-Party Asset Manager (TPAM) for acting as a full-serviceseparate third-party asset manageran Outsourced Chief Investment Officer for a financial professionala financial advisora financial planneran accountantan insurance agentan estate planning lawyer; Financial Professional Consulting Servicesspecificallyproviding guidancerecommendationsand/or advice to financial professionals disseminated in the form of commentaryinsightsadvice on various investment management topicsadvice related to investment selectionasset allocationasset management process and procedurefinancial markets and economic insightsbuyingselling and/or trading ideas without actual trading in any investment accounts for clients of the financial professionals to whom advice is provided; Financial Asset Class Analysis and Research Services; Financial Asset Management Services; Capital Investment Services; Custom Investment Model Services in the nature of investment advisory services; Fiduciary ServicesspecificallyFiduciary Representative Services; Financial Planning Services; Financial Professional Asset Management Services; Financial Professional Consulting Services; Financial Consultancy Services; Financial Management Services; Wealth Management Services; Securities Option Strategies and Securities Option Model Servicesincluding buyingselling and trading options securities and Securities Options Research Services in the nature of financial research
Publications
History of USPTO decisions and trademark events.
30 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
07/14/2026
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
06/20/2026
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
06/20/2026
SUPC
STATEMENT OF USE PROCESSING COMPLETE
06/16/2026
IUAF
USE AMENDMENT FILED
03/09/2026
EISU
TEAS STATEMENT OF USE RECEIVED
03/09/2026
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
09/09/2025
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
07/15/2025
PUBO
PUBLISHED FOR OPPOSITION
07/15/2025
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
07/09/2025
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
06/11/2025
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
05/24/2025
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
05/24/2025
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
05/24/2025
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
02/24/2025
GNRT
NON-FINAL ACTION E-MAILED
02/24/2025
CNRT
NON-FINAL ACTION WRITTEN
02/24/2025
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
01/30/2025
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
01/29/2025
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
01/29/2025
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
01/29/2025
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
01/29/2025
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
01/29/2025
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
10/30/2024
GNRT
NON-FINAL ACTION E-MAILED
10/30/2024
CNRT
NON-FINAL ACTION WRITTEN
10/30/2024
DOCK
ASSIGNED TO EXAMINER
10/23/2024
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
09/20/2024
NWAP
NEW APPLICATION ENTERED
04/10/2024
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