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Official data from USPTO

MISSION: ADVICE YOUR STORY. OUR MISSION. FINANCIAL PLANNING & WEALTH MANAGEMENT

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Active USPTO registrationType: CombinedOffice: US

Quick snapshot

MISSION: ADVICE YOUR STORY. OUR MISSION. FINANCIAL PLANNING & WEALTH MANAGEMENT

ST13

US500000099375752

Class

36, 41

Filing

99375752

Registration

8351273

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

07/21/2026

Trademark type

Combined

Nice classes

36, 41

Filing date

09/04/2025

Registration date

07/21/2026

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

07/21/2026

Last transaction

07/21/2026

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

2025-08-00

First use in commerce

2025-08-00

Drawing code

3

Owner type

16

Owner location

Shepherdstown, WV, US

Examiner

GAGNER, NICHOLAS M

Law office

N30

Current location

FILE REPOSITORY (FRANCONIA)

Mark description

The mark consists of the navy blue wording "MISSION:" with the letter "O" being an orange ship's wheel, to the right of which is the orange word "ADVICE", below which is the navy blue wording "YOUR STORY. OUR MISSION.", below which is the orange wording "FINANCIAL PLANNING & WEALTH MANAGEMENT."

Holders and representatives

Holders

Mission Advice LLC

Representatives

Jeremy Peter Green Eche JPG Legal

Technical classification

Nice Classes

Class 36Class 41

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial planning; Financial planning consultation; Investment advisory services; Financial serviceswealth management services; Providing information in the field of wealth management; Financial portfolio management; Estate planning; Estate trust planning; Providing information in the field of employee financial benefit plans; Consulting and information concerning insurance; Financial planning for retirement

Class 41

On-line journalsblogs featuring financepersonal financefinancial planninginsuranceemployee benefitsestate planninginvestment adviceeducation planningretirement planningcash flowwealth management; Entertainment servicesproviding podcasts in the field of financepersonal financefinancial planninginsuranceemployee benefitsestate planninginvestment adviceeducation planningretirement planningcash flowwealth management; Providing on-line videos featuring financepersonal financefinancial planninginsuranceemployee benefitsestate planninginvestment adviceeducation planningretirement planningcash flowwealth managementnot downloadable; Entertainment servicesproviding webcasts in the field of financepersonal financefinancial planninginsuranceemployee benefitsestate planninginvestment adviceeducation planningretirement planningcash flowwealth management; Providing online non-downloadable e-books in the field of financepersonal financefinancial planninginsuranceemployee benefitsestate planninginvestment adviceeducation planningretirement planningcash flowwealth management; Educational servicesconducting courses and seminars in the field of financepersonal financefinancial planninginsuranceemployee benefitsestate planninginvestment adviceeducation planningretirement planningcash flowwealth management and distribution of course and educational materials in connection therewith; Providing on-line courses of instruction in the field of financepersonal financefinancial planninginsuranceemployee benefitsestate planninginvestment adviceeducation planningretirement planningcash flowwealth management via a website; Providing education courses in the field of financepersonal financefinancial planninginsuranceemployee benefitsestate planninginvestment adviceeducation planningretirement planningcash flowwealth management offered through onlinenon-downloadable videos and instructor assistance; Providing classesseminarsworkshopspresentations and retreats in the field of financepersonal financefinancial planninginsuranceemployee benefitsestate planninginvestment adviceeducation planningretirement planningcash flowwealth management; Professional coaching services in the field of financepersonal financefinancial planninginsuranceemployee benefitsestate planninginvestment adviceeducation planningretirement planningcash flowwealth management; Conducting of conferences in the field of financepersonal financefinancial planninginsuranceemployee benefitsestate planninginvestment adviceeducation planningretirement planningcash flowwealth management

Publications

History of USPTO decisions and trademark events.

17 publications found

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

07/21/2026

R.PR

REGISTERED-PRINCIPAL REGISTER

07/21/2026

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

06/02/2026

PUBO

PUBLISHED FOR OPPOSITION

06/02/2026

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

05/27/2026

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

05/04/2026

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

05/03/2026

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

05/02/2026

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

05/02/2026

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

02/04/2026

GNRT

NON-FINAL ACTION E-MAILED

02/04/2026

CNRT

NON-FINAL ACTION WRITTEN

02/04/2026

DOCK

ASSIGNED TO EXAMINER

01/29/2026

MDSM

NOTICE OF DESIGN SEARCH CODE E-MAILED

01/28/2026

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

01/28/2026

MAFR

APPLICATION FILING RECEIPT MAILED

09/04/2025

NWAP

NEW APPLICATION ENTERED

09/04/2025

Continuous trademark protection

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