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Official data from USPTO

BROADENING OPPORTUNITY | BALANCING VOLATILITY

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

BROADENING OPPORTUNITY | BALANCING VOLATILITY

ST13

US500000099444062

Class

36

Filing

99444062

Registration

8311290

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

06/23/2026

Trademark type

Word

Nice classes

36

Filing date

10/15/2025

Registration date

06/23/2026

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

06/23/2026

Last transaction

06/23/2026

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

10/10/2025

First use in commerce

10/10/2025

Drawing code

4

Owner type

01

Owner location

Rolling Hills Estates, CA, US

Examiner

SETTLES LEWIS, SHAILA E

Law office

P10

Current location

FILE REPOSITORY (FRANCONIA)

Holders and representatives

Holders

G. M. (pessoa física)

Representatives

Gregory Miller

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial portfolio management; Management of securities portfolios; Management of portfolios comprising securities; Financial management in the field of managed futures

Publications

History of USPTO decisions and trademark events.

16 publications found

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

06/23/2026

R.PR

REGISTERED-PRINCIPAL REGISTER

06/23/2026

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

05/05/2026

PUBO

PUBLISHED FOR OPPOSITION

05/05/2026

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

04/29/2026

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

04/06/2026

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

03/06/2026

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

03/06/2026

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

03/06/2026

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

03/05/2026

GNRT

NON-FINAL ACTION E-MAILED

03/05/2026

CNRT

NON-FINAL ACTION WRITTEN

03/05/2026

DOCK

ASSIGNED TO EXAMINER

03/03/2026

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

03/01/2026

MAFR

APPLICATION FILING RECEIPT MAILED

10/15/2025

NWAP

NEW APPLICATION ENTERED

10/15/2025

Continuous trademark protection

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