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Dado oficial do USPTO

SAVVY IRA PLANNING

Sabia que essa marca já está registrada no Estados Unidos?

Antes de investir em nome, identidade e divulgação, valide risco de colisão e estratégia de registro para não perder tempo nem budget.

Active USPTO registrationTipo: VerbalEscritório: US

Snapshot rápido

SAVVY IRA PLANNING

ST13

US500000086977841

Classe

9, 16, 36, 41

Pedido

86977841

Registro

4902063

Diagnóstico de risco e oportunidade

Leitura executiva para decisão de naming, protocolo e monitoramento.

Atenção: há risco ativo

Situação USPTO

Active USPTO registration

Tipo de processo

Pedido e registro

Eventos registrados

33

Atualização mais recente

12/05/2026

Classificação

Registrada

Tipo de marca

Verbal

Classes Nice

9, 16, 36, 41

Data de depósito

11/12/2014

Data de registro

16/02/2016

Data de expiração

-

Ação recomendada

Execute uma análise de colidência completa e valide classes antes de qualquer protocolo ou investimento de marca.

Próximo passo

Esses são os detalhes do processo de registro. Mesmo assim, o monitoramento constante é o que garante tranquilidade de que o seu principal ativo continue protegido.

Dados completos do processo

Campos estruturados da autoridade responsável e do histórico oficial.

Data da situação

18/04/2026

Última transação

12/05/2026

Escritório responsável

United States Patent and Trademark Office

Código da situação

800

Cadastro oficial

Principal Register

Fundamento do pedido

Intent to use

Primeiro uso

28/10/2014

Primeiro uso no comércio

28/10/2014

Código do desenho

4

Tipo de titular

16

Localização do titular

New York, NY, US

Examinador

DE JONGE, KATHLEEN

Titulares e representantes

Titulares

Horsesmouth LLC

Representantes

Phillip A. Rosenberg KILPATRICK TOWNSEND & STOCKTON LLP

Classificação técnica

Classes Nice

Classe 9Classe 16Classe 36Classe 41

Códigos Vienna

Sem códigos Vienna disponíveis.

Produtos e serviços

Classe 9

Downloadable educational materials in the field of financial planning; downloadable brochures and multimedia materials in the nature of cds in the field of financial planning; downloadable informational materials regarding IRA planning and retirement benefits; downloadable electronic newsletters in the field of financial planning; downloadable webinars in the field of financial planning

Classe 16

Printed educational materials in the field of financial planning; printed brochures in the field of financial planning; printed informational materials regarding IRA planning and retirement benefits; newsletters in the field of financial planning

Classe 36

Insurance and financial planning consultation services in the field of retirement planning; advisory services for retirement planning; financial advice and consultancy services; financial advisory and consultancy servicescounseling regarding IRA planning; financial consultation in the field of IRA planning

Classe 41

Education servicesproviding training and education to investment advisors and agents in the form of workshopspresentationsseminars and lectures in the fields of wealth management and retirement planning; education servicesproviding non-downloadable webinars in the field of financial planning; educational servicesproviding continuing professional education courses in the field of financial planning; providing online newsletters in the field of financial planning; providing information regarding IRA planning to financial advisors via a website for use in providing said information to customers; providing a website featuring financial news and information to financial advisors for use in providing to customers financial news and information regarding IRA planning; providing non-downloadable educational materials in the nature of non-downloadable articlesnon-downloadable reference piecesnon-downloadable presentation slidesnon-downloadable reportsnon-downloadable press releasesnon-downloadable brochuresnon-downloadable invitationsnon-downloadable posters and non-downloadable email templates in the field of financial planning; providing non-downloadable educational materials in the nature of non-downloadable articlesnon-downloadable reference piecesnon-downloadable presentation slidesnon-downloadable reportsnon-downloadable press releasesnon-downloadable brochuresnon-downloadable invitationsnon-downloadable posters and non-downloadable email templates in the field of IRA planning and retirement benefits

Publicações

Histórico de despachos e eventos da marca no USPTO.

33 publicações encontradas

NP89

NOTICE OF ACCEPTANCE OF PARTIAL SEC. 8 & 9 EMAILED

18/04/2026

RNL1

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

18/04/2026

9G8P

REGISTERED - SEC. 9 GRANTED/CHECK RECORD FOR SEC. 8

18/04/2026

8PRT

REGISTERED - PARTIAL SEC. 8 (10-YR) ACCEPTED

18/04/2026

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

18/04/2026

E89R

TEAS SECTION 8 & 9 RECEIVED

11/02/2026

REM2

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

16/02/2025

NA85

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

29/07/2022

C15A

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

29/07/2022

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

29/07/2022

E815

TEAS SECTION 8 & 15 RECEIVED

15/02/2022

REM1

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

16/02/2021

R.PR

REGISTERED-PRINCIPAL REGISTER

16/02/2016

DP1B

1(B) BASIS DELETED; PROCEED TO REGISTRATION

14/01/2016

IUCN

NOTICE OF ALLOWANCE CANCELLED

20/11/2015

DPCC

DIVISIONAL PROCESSING COMPLETE

20/11/2015

AITU

CASE ASSIGNED TO INTENT TO USE PARALEGAL

20/11/2015

DRRR

DIVISIONAL REQUEST RECEIVED

30/10/2015

ERTD

TEAS REQUEST TO DIVIDE RECEIVED

30/10/2015

NOAM

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

21/07/2015

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

26/05/2015

PUBO

PUBLISHED FOR OPPOSITION

26/05/2015

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

06/05/2015

PREV

LAW OFFICE PUBLICATION REVIEW COMPLETED

21/04/2015

ALIE

ASSIGNED TO LIE

20/04/2015

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

28/03/2015

XAEC

EXAMINER'S AMENDMENT ENTERED

28/03/2015

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

28/03/2015

GNEA

EXAMINERS AMENDMENT E-MAILED

28/03/2015

CNEA

EXAMINERS AMENDMENT -WRITTEN

28/03/2015

DOCK

ASSIGNED TO EXAMINER

24/03/2015

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

17/12/2014

NWAP

NEW APPLICATION ENTERED

15/12/2014

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