NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
09/23/2025
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Official data from USPTO
1834 INSTITUTIONAL SERVICES
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
1834 INSTITUTIONAL SERVICES
ST13
US500000098619373Class
36
Filing
98619373
Registration
7954665
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
09/23/2025
Trademark type
Word
Nice classes
36
Filing date
06/26/2024
Registration date
09/23/2025
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
09/23/2025
Last transaction
09/23/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
2022-08-00
First use in commerce
2022-08-00
Drawing code
4
Owner type
99
Owner location
Evansville, IN, US
Examiner
WILLIS, ALLYSON B
Law office
M40
Current location
FILE REPOSITORY (FRANCONIA)
Holders and representatives
Holders
O. B. (pessoa física)
Representatives
Caitlin R. Byczko Barnes & Thornburg LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
private banking services; personalized financial planning servicesfinancial planning consultation; family financial asset management; financial portfolio management services; investment advisory servicesintegrated wealth advisory investment services and wealth management consultation and advisory services; investment management in the fields of stocksETFsmutual fundsbondsretirement; financial serviceswealth management services featuring a total portfolio offering for clients consisting of both separate accounts and mutual funds for equity and fixed income investments; financial serviceswealth management services in the nature of wealth transferintergenerational and philanthropic wealth transfer planning; trust servicesfinancial trust management and trust company servicesestate trust management; financial trust planningtrust investment distribution and wealth distribution planning; fiduciary servicesfiduciary representative and fiduciary services as a trustee; financial planning for retirement; estate planning services; estate trust management; advisory services regarding philanthropic monetary and financial asset donations; financial planning servicesdeveloping and managing charitable giving programs on behalf of wealthy individuals or families; financial servicesinvestment management services for charitable foundationsendowments and charitable trusts; financial institutional services for businesses and nonprofitsinvestment and asset managementcorporate trust company servicesphilanthropy consultation related to fundraising and endowmentsfinancial administration of employee-sponsored retirement plans
Publications
History of USPTO decisions and trademark events.
17 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
09/23/2025
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
08/05/2025
PUBO
PUBLISHED FOR OPPOSITION
08/05/2025
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
07/30/2025
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
06/25/2025
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
06/20/2025
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
06/20/2025
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
06/20/2025
XELG
APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
04/17/2025
XELR
APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
04/17/2025
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
01/21/2025
GNRT
NON-FINAL ACTION E-MAILED
01/21/2025
CNRT
NON-FINAL ACTION WRITTEN
01/21/2025
DOCK
ASSIGNED TO EXAMINER
01/21/2025
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
01/19/2025
NWAP
NEW APPLICATION ENTERED
06/26/2024
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