REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
07/04/2026
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Official data from USPTO
WEALTH IS MORE THAN THE ACCUMULATION OF ASSETS
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: US
Quick snapshot
WEALTH IS MORE THAN THE ACCUMULATION OF ASSETS
ST13
US500000087152097Class
36
Filing
87152097
Registration
5238281
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
39
Latest update
07/04/2026
Classification
Registered
Trademark type
Word
Nice classes
36
Filing date
08/26/2016
Registration date
07/04/2017
Expiration date
-
Recommended action
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Next step
These are the details of the registration process. Even so, constant monitoring is what ensures peace of mind that your main asset remains protected.
Complete case details
Structured fields from the responsible authority and the official record.
Status date
02/28/2023
Last transaction
07/04/2026
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
09/06/2016
First use in commerce
09/06/2016
Drawing code
4
Owner type
99
Owner location
Boston, MA, US
Examiner
DEFORD, JEFFREY S
Current location
Historical data usage
Holders and representatives
Holders
Fiduciary Trust Company
Representatives
Douglas R. Wolf Wolf, Greenfield & Sacks, P.C.
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial servicesfinancial planningresearch and advisory services; estate planningtrust and estate managementadministration and settlement services; investment consultationadvisory and management; financial analysisconsultationmanagement; financial planning for retirement; custodial banking servicesfinancial custody servicesmaintaining possession of financial assets for others for financial management purposes; corporate trustee services; tax planning; financial planning servicesdeveloping and managing charitable gifts; bill payment services; family office servicesfinancial planning and advisory servicestrust and estate planninginvestment consultationadvisory and managementtax planning and advisory servicesfinancial philanthropic gift planning
Publications
History of USPTO decisions and trademark events.
39 publications found
NURC
NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED
01/13/2026
COC.
CORRECTION UNDER SECTION 7 - PROCESSED
12/19/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
12/15/2025
ES7R
TEAS SECTION 7 REQUEST RECEIVED
09/29/2025
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
02/28/2023
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
02/28/2023
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
02/28/2023
E815
TEAS SECTION 8 & 15 RECEIVED
08/11/2022
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
07/28/2022
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
07/28/2022
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
07/28/2022
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
07/28/2022
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
07/28/2022
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
07/04/2022
CORV
REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED
07/23/2020
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
06/05/2020
R.PR
REGISTERED-PRINCIPAL REGISTER
07/04/2017
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
05/27/2017
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
05/26/2017
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
05/11/2017
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
05/11/2017
ALIE
ASSIGNED TO LIE
05/02/2017
SUPC
STATEMENT OF USE PROCESSING COMPLETE
04/13/2017
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
04/13/2017
IUAF
USE AMENDMENT FILED
03/31/2017
EISU
TEAS STATEMENT OF USE RECEIVED
03/31/2017
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
03/21/2017
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
01/24/2017
PUBO
PUBLISHED FOR OPPOSITION
01/24/2017
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
01/04/2017
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
12/09/2016
XAEC
EXAMINER'S AMENDMENT ENTERED
12/09/2016
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
12/09/2016
GNEA
EXAMINERS AMENDMENT E-MAILED
12/09/2016
CNEA
EXAMINERS AMENDMENT -WRITTEN
12/09/2016
DOCK
ASSIGNED TO EXAMINER
12/06/2016
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
08/31/2016
NWAP
NEW APPLICATION ENTERED
08/30/2016
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