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Official data from USPTO

HELPING YOU KEEP YOUR PROMISES TO YOUR FUTURE SELF AND LOVED ONES.

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

HELPING YOU KEEP YOUR PROMISES TO YOUR FUTURE SELF AND LOVED ONES.

ST13

US500000098805730

Class

36

Filing

98805730

Registration

7865331

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

10

Latest update

07/15/2025

Trademark type

Word

Nice classes

36

Filing date

10/17/2024

Registration date

07/15/2025

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

07/15/2025

Last transaction

07/15/2025

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

01/23/2023

First use in commerce

10/31/2023

Drawing code

4

Owner type

01

Owner location

San Diego, CA

Examiner

ANKRAH, NAAKWAMA

Current location

FILE REPOSITORY (FRANCONIA)

Holders and representatives

Holders

S. W. (pessoa física)

Representatives

Sandra null Williams

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial advice and consultancy services; Financial serviceswealth management services; Financial portfolio analysis services; Financial consultancy and insurance consultancy; Insurance and financial information and consultancy services; Financial servicesa total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial planning and investment advisory services; Financial servicesthe trading of financial instrumentssecuritiessharesoptions and other derivative products; Financial advisory and consultancy servicesthe creation of personalized strategies to achieve financial independence; Providing financial advisory services; Financial evaluation for insurance purposes; Financial servicesproviding an investment option available for variable annuity and variable life insurance products; Financial planning for retirement; Financial advisory services; Financial advisory and consultancy services; Financial retirement plan consulting services

Publications

History of USPTO decisions and trademark events.

10 publications found

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

07/15/2025

R.PR

REGISTERED-PRINCIPAL REGISTER

07/15/2025

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

05/27/2025

PUBO

PUBLISHED FOR OPPOSITION

05/27/2025

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

05/21/2025

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

04/28/2025

DOCK

ASSIGNED TO EXAMINER

04/18/2025

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

04/17/2025

MAFR

APPLICATION FILING RECEIPT MAILED

10/17/2024

NWAP

NEW APPLICATION ENTERED

10/17/2024

Continuous trademark protection

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