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Official data from USPTO

T TAX- EFFICIENT STRATEGIES R RISK & INVESTMENT MANAGEMENT U UNDERSTANDING MEDICARE AND LONG-TERM CARE S STRATEGIC INCOME PLANNING T TRANSFER OF WEALTH

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Active USPTO registrationType: CombinedOffice: United States

Quick snapshot

T TAX- EFFICIENT STRATEGIES R RISK & INVESTMENT MANAGEMENT U UNDERSTANDING MEDICARE AND LONG-TERM CARE S STRATEGIC INCOME PLANNING T TRANSFER OF WEALTH

ST13

US500000099217147

Class

36

Filing

99217147

Registration

8133614

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

02/11/2026

Trademark type

Combined

Nice classes

36

Filing date

06/04/2025

Registration date

02/10/2026

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

02/10/2026

Last transaction

02/11/2026

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

06/01/2025

First use in commerce

06/01/2025

Drawing code

3

Owner type

16

Owner location

Topeka, KS

Examiner

O'NEILL, MARY K

Law office

N20

Current location

FILE REPOSITORY (FRANCONIA)

Mark description

The mark consists of five rectangles arranged side by side in a horizontal row in midnight blue, each rectangle having a pewter square at the top. Inside each square is a spelling the word "TRUST" from left to right in midnight blue. The first rectangle contains the letter "T" above the white wording "TAX-EFFICIENT STRATEGIES" The second rectangle contains the letter "R" above the white wording "RISK & INVESTMENT MANAGEMENT" The third rectangle contains the letter "U" above the white wording "UNDERSTANDING MEDICARE AND LONG-TERM CARE" The fourth rectangle contains the letter "S" above the white wording "STRATEGIC INCOME PLANNING" The fifth rectangle contains the letter "T" above the white wording "TRANSFER OF WEALTH".

Holders and representatives

Holders

Jones Advisory Group

Representatives

Glenn K. Robbins II Spencer Fane LLP

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial advice relating to income tax; Investment management; Financial risk management; Long-term care insurance underwriting; Social security and Medicare claims administration and consulting services rendered to individuals; 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 serviceswealth management services

Publications

History of USPTO decisions and trademark events.

17 publications found

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

02/10/2026

R.PR

REGISTERED-PRINCIPAL REGISTER

02/10/2026

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

12/23/2025

PUBO

PUBLISHED FOR OPPOSITION

12/23/2025

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

12/17/2025

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

11/25/2025

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

11/11/2025

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

11/11/2025

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

11/11/2025

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

10/30/2025

GNRT

NON-FINAL ACTION E-MAILED

10/30/2025

CNRT

NON-FINAL ACTION WRITTEN

10/30/2025

DOCK

ASSIGNED TO EXAMINER

10/23/2025

MDSM

NOTICE OF DESIGN SEARCH CODE E-MAILED

10/09/2025

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

10/09/2025

MAFR

APPLICATION FILING RECEIPT MAILED

06/04/2025

NWAP

NEW APPLICATION ENTERED

06/04/2025

Continuous trademark protection

Get notified about every new filing that threatens T TAX- EFFICIENT STRATEGIES R RISK & INVESTMENT MANAGEMENT U UNDERSTANDING MEDICARE AND LONG-TERM CARE S STRATEGIC INCOME PLANNING T TRANSFER OF WEALTH or your mark.

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