NRCS
NOTICE OF REGISTRATION CONFIRMATION EMAILED
01/27/2026
Back to search
Official data from USPTO
TAX-INDIVIDUALIZED INVESTING
Did you know this trademark is already registered in United States?
Before investing in name, identity, and promotion, validate collision risk and registration strategy to avoid wasting time and budget.
Active USPTO registrationType: WordOffice: United States
Quick snapshot
TAX-INDIVIDUALIZED INVESTING
ST13
US500000098947996Class
36
Filing
98947996
Registration
8120947
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
16
Latest update
01/28/2026
Trademark type
Word
Nice classes
36
Filing date
01/09/2025
Registration date
01/27/2026
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
01/27/2026
Last transaction
01/28/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Supplemental Register
Filing basis
Intent to use
First use anywhere
2024-06-00
First use in commerce
2024-06-00
Drawing code
4
Owner type
03
Owner location
Winchester, MA
Examiner
MICKLEBURGH, LINDA BOHANNON
Law office
L60
Current location
FILE REPOSITORY (FRANCONIA)
Holders and representatives
Holders
GoldenX Company
Representatives
Elizabeth P. West Bay State IP, LLC
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Investment management servicesnamely building customized individual portfolios that take into account an individual portfolio's unique tax profile to maximize after-tax returns through investment in fixed income securities within separately managed accounts on behalf of registered investment advisors
Publications
History of USPTO decisions and trademark events.
16 publications found
R.SR
REGISTERED-SUPPLEMENTAL REGISTER
01/27/2026
CNTA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
01/06/2026
IUAA
USE AMENDMENT ACCEPTED
01/06/2026
AUPC
AMENDMENT TO USE PROCESSING COMPLETE
12/23/2025
IUAF
USE AMENDMENT FILED
12/23/2025
EAAU
TEAS AMENDMENT OF USE RECEIVED
12/23/2025
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
12/23/2025
XELG
APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
09/23/2025
XELR
APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
09/23/2025
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
06/23/2025
GNRT
NON-FINAL ACTION E-MAILED
06/23/2025
CNRT
NON-FINAL ACTION WRITTEN
06/23/2025
DOCK
ASSIGNED TO EXAMINER
06/18/2025
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
06/08/2025
NWAP
NEW APPLICATION ENTERED
01/09/2025
Continuous trademark protection
Get notified about every new filing that threatens TAX-INDIVIDUALIZED INVESTING or your mark.
Professional 24-month watch service: we monitor USPTO for you and alert you in time to oppose — before conflicts become losses.