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Official data from USPTO

RESULTS IN ADVANCE PLANNING

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

RESULTS IN ADVANCE PLANNING

ST13

US500000098566084

Class

41

Filing

98566084

Registration

8091190

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

29

Latest update

03/05/2026

Trademark type

Word

Nice classes

41

Filing date

05/23/2024

Registration date

01/06/2026

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

01/06/2026

Last transaction

03/05/2026

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

2012-01-00

First use in commerce

2012-01-00

Drawing code

4

Owner type

16

Owner location

WHEATON, IL, US

Examiner

BURCHAM, NATHAN D

Law office

L60

Current location

FILE REPOSITORY (FRANCONIA)

Holders and representatives

Holders

BROOKSTONE ASSET MANAGEMENT, LLC
BROOKSTONE ASSET MANAGEMENT, LLC

Representatives

Mindi M. Richter Shumaker, Loop & Kendrick, LLP

Technical classification

Nice Classes

Class 41

Vienna Codes

No Vienna codes available.

Goods and services

Class 41

Educational servicesproviding classesseminarsworkshops for financial advisors regarding business operationbusiness developmentbusiness technology toolsskill development related to the foregoingall in the fields of investment and finance; Educational servicesproviding classesseminars and workshops in the fields of investment and finance for financial advisors

Publications

History of USPTO decisions and trademark events.

29 publications found

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

03/04/2026

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

01/06/2026

R.PR

REGISTERED-PRINCIPAL REGISTER

01/06/2026

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

12/16/2025

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

12/16/2025

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

12/16/2025

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

11/18/2025

PUBO

PUBLISHED FOR OPPOSITION

11/18/2025

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

11/12/2025

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

10/16/2025

XAEC

EXAMINER'S AMENDMENT ENTERED

10/16/2025

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

10/16/2025

GNEA

EXAMINERS AMENDMENT E-MAILED

10/16/2025

CNEA

EXAMINERS AMENDMENT -WRITTEN

10/16/2025

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

10/10/2025

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

10/10/2025

REAP

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

10/10/2025

DOCK

ASSIGNED TO EXAMINER

09/11/2025

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

06/16/2025

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

06/16/2025

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

06/16/2025

XELG

APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED

03/11/2025

XELR

APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED

03/11/2025

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

12/17/2024

GNRT

NON-FINAL ACTION E-MAILED

12/17/2024

CNRT

NON-FINAL ACTION WRITTEN

12/17/2024

DOCK

ASSIGNED TO EXAMINER

12/08/2024

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

08/03/2024

NWAP

NEW APPLICATION ENTERED

05/23/2024

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