NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
07/17/2026
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Official data from USPTO
HS HERITAGE STRATEGIES LLC
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: CombinedOffice: US
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
36
Latest update
08/11/2026
Classification
Registered
Trademark type
Combined
Nice classes
16, 35, 36
Filing date
04/29/2015
Registration date
05/31/2016
Expiration date
-
Recommended action
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Next step
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Complete case details
Structured fields from the responsible authority and the official record.
Status date
07/17/2026
Last transaction
08/11/2026
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
First use anywhere
2012-01-00
First use in commerce
2012-01-00
Drawing code
3
Owner type
16
Owner location
Woodbury, NY, US
Examiner
NELSON, EDWARD
Current location
PUBLICATION AND ISSUE SECTION
Mark description
The mark consists of the word "HERITAGE" above the terms "STRATEGIES LLC", separated by a horizontal line. To the left of the wording appears the letters "HS" inside a picture of a wax stamp.
Holders and representatives
Holders
HERITAGE STRATEGIES LLC
Representatives
Robert S. Broder Collard & Roe, P.C.
Technical classification
Nice Classes
Class 16Class 35Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 16
Print publicationsbooks in the field of financial planning and managementinsurance planning and managementannuities planning and managementlife and retirement planning and managementinvestment planning and managementtax planningmutual fund investmentsestate planninglong-term carecharitable planningfundraisingfaithfamilyhealth and wellness
Class 35
Assistanceadviceconsultancy with regard to business practice and business managementbusiness succession planningtax planning
Class 36
Assistanceadviceconsultancy with regard to financial planning and financial analysis in the field of financesfinancial managementthe acquisition of income and capitaldebt and credit managementinvestment advisory servicesfinancial asset protectioninsurance advising and consulting services; Consulting services in the field of state and federal employee benefit plans concerning finance and insurance; Consulting and information concerning insurance; Financial advisory and consultancy services; Financial analysis and consultation; Financial information and advisory services; Financial consulting servicesexpert analysis in finance; Financial planning consultation; Financial planningthe creation of personalized strategies to achieve financial independence; Financial planning; Investment advisory services; Financial servicessavings programs for individuals and administration of savings programs; On-line financial planning services; Providing a web site featuring financial information and financial advice; Providing information and advice in the field of financefinancial valuationsthe financial aspects of retirementdebt and credit managementfinancial asset protectioninsurance advisory and consulting services; Providing information in the field of finance and insurance; Strategic financial advisory services; Advice and consultancy with regard to estate planning; Providing information and advice in the field of estate planning
Publications
History of USPTO decisions and trademark events.
36 publications found
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
07/17/2026
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
07/17/2026
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
07/17/2026
E89R
TEAS SECTION 8 & 9 RECEIVED
05/15/2026
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
06/01/2025
NAS8
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
07/19/2022
8.OK
REGISTERED - SEC. 8 (6-YR) ACCEPTED
07/19/2022
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
07/19/2022
ES8R
TEAS SECTION 8 RECEIVED
02/17/2022
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
05/31/2021
R.PR
REGISTERED-PRINCIPAL REGISTER
05/31/2016
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
03/15/2016
PUBO
PUBLISHED FOR OPPOSITION
03/15/2016
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
02/24/2016
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
02/11/2016
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
02/04/2016
XAEC
EXAMINER'S AMENDMENT ENTERED
02/04/2016
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
02/04/2016
GNEA
EXAMINERS AMENDMENT E-MAILED
02/04/2016
CNEA
EXAMINERS AMENDMENT -WRITTEN
02/04/2016
ZZZX
PREVIOUS ALLOWANCE COUNT WITHDRAWN
02/03/2016
PBCR
WITHDRAWN FROM PUB - OG REVIEW QUERY
02/02/2016
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
01/20/2016
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
01/13/2016
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
12/28/2015
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
12/28/2015
ALIE
ASSIGNED TO LIE
12/18/2015
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
12/04/2015
GPRN
NOTIFICATION OF PRIORITY ACTION E-MAILED
08/17/2015
GPRA
PRIORITY ACTION E-MAILED
08/17/2015
CPRA
PRIORITY ACTION WRITTEN
08/17/2015
DOCK
ASSIGNED TO EXAMINER
08/10/2015
MDSC
NOTICE OF DESIGN SEARCH CODE E-MAILED
05/12/2015
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
05/11/2015
NWAP
NEW APPLICATION ENTERED
05/02/2015
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