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Official data from USPTO

PLAN. PROSPER. EMPOWER.

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

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

PLAN. PROSPER. EMPOWER.

ST13

US500000099033862

Class

36

Filing

99033862

Registration

8114065

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

02/08/2025

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

Principal Register

First use anywhere

01/19/2020

First use in commerce

01/19/2020

Drawing code

4

Owner type

01

Owner location

Boston, MA

Examiner

DIAMOND, ANNE C

Law office

M20

Current location

FILE REPOSITORY (FRANCONIA)

Holders and representatives

Holders

J. M. (pessoa física)

Representatives

Julian B Morris

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial consultancy services; Financial advisory services; Financial risk assessment services; Financial investment brokerage services; Providing financial advisory services; Financial research and information services; Financial information and advisory services; Financial advisory and consultancy services; Financial retirement plan consulting services; Financial serviceswealth management services; Financial planning and investment advisory services; Providing financial services with respect to securities and other financial instruments and productsmoney management services; Financial services in the nature of an investment security; Financial custody servicesmaintaining possession of financial assets for others for financial management purposes; Financial advice; Financial advice and consultancy services; Providing financial advice via a website; Providing a web site featuring personal financial information and financial advice; Providing information and advice in the field of financefinancial investmentsfinancial valuationsthe financial aspects of retirement; Providing informationcommentary and advice in the field of financefinancial investments and financial valuations; Financial advicebudget planning; Financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment services

Publications

History of USPTO decisions and trademark events.

16 publications found

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

01/27/2026

R.PR

REGISTERED-PRINCIPAL REGISTER

01/27/2026

ETOP

EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED

01/04/2026

ETOF

EXTENSION OF TIME TO OPPOSE RECEIVED

09/25/2025

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

08/26/2025

PUBO

PUBLISHED FOR OPPOSITION

08/26/2025

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

08/20/2025

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

07/24/2025

XAEC

EXAMINER'S AMENDMENT ENTERED

07/24/2025

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

07/24/2025

GNEA

EXAMINERS AMENDMENT E-MAILED

07/24/2025

CNEA

EXAMINERS AMENDMENT -WRITTEN

07/24/2025

DOCK

ASSIGNED TO EXAMINER

07/17/2025

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

07/09/2025

MAFR

APPLICATION FILING RECEIPT MAILED

02/08/2025

NWAP

NEW APPLICATION ENTERED

02/08/2025

Continuous trademark protection

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