E89R
TEAS SECTION 8 & 9 RECEIVED
02/08/2026
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Dado oficial do USPTO
FINANCIAL LIFE INSPECTION
Sabia que essa marca já está registrada no Estados Unidos?
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Active USPTO registrationTipo: VerbalEscritório: US
Snapshot rápido
FINANCIAL LIFE INSPECTION
ST13
US500000087198427Classe
36
Pedido
87198427
Registro
5252809
Diagnóstico de risco e oportunidade
Leitura executiva para decisão de naming, protocolo e monitoramento.
Situação USPTO
Active USPTO registration
Tipo de processo
Pedido e registro
Eventos registrados
20
Atualização mais recente
02/08/2026
Classificação
Registrada
Tipo de marca
Verbal
Classes Nice
36
Data de depósito
10/10/2016
Data de registro
25/07/2017
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
06/02/2023
Última transação
02/08/2026
Escritório responsável
United States Patent and Trademark Office
Código da situação
701
Cadastro oficial
Supplemental Register
Primeiro uso
01/09/2016
Primeiro uso no comércio
01/09/2016
Código do desenho
4
Tipo de titular
03
Localização do titular
Corona, CA, US
Examinador
HERMAN, RUSS
Unidade examinadora
L10
Localização atual
TMEG LAW OFFICE 101
Titulares e representantes
Titulares
PACIFIC CAPITAL WEALTH ADVISORS INC
Representantes
Aaron Renfro Call & Jensen
Classificação técnica
Classes Nice
Classe 36
Códigos Vienna
Sem códigos Vienna disponíveis.
Produtos e serviços
Classe 36
Credit and financial consultation; Financial advice; Financial advice and consultancy services; Financial advicebudget planning; Financial advisory and consultancy servicesthe creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services; Financial affairs and monetary affairsfinancial informationmanagement and analysis services; Financial analyses; Financial analysis; Financial analysis and research services; Financial analysis and consultation; Financial analysiscompiling and analyzing statisticsdata and other sources of information for financial purposes; Financial and investment servicesasset and investment acquisitionconsultationadvisory and development; Financial and investment servicesmanagement and brokerage in the fields of stocksbondsoptionscommoditiesfutures and other securitiesthe investment of funds of others; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial consulting servicesexpert analysis in finance; Financial counseling serviceshelping others build a better working relationship with their money; Financial due diligence; Financial evaluationtrackinganalysisforecastingconsultancyadvisory and research services relating to securities and other financial instruments; Financial evaluation for insurance purposes; Financial forecasting; Financial information; Financial information and evaluations; Financial information and advisory services; Financial information provided by electronic means; Financial investment analysis and stock research; Financial loan consultation; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning servicesdeveloping and managing charitable giving programs on behalf of wealthy individuals or families; Financial planningthe creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research; Financial research and information services; Financial retirement plan consulting services; Financial risk assessment services; Financial risk management; Financial risk management consultation; Financial serviceswealth management services; Financial servicesproviding an investment option available for variable annuity and variable life insurance products; Financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment services; Financial servicescoordinationwithin a single accountof an investment portfolio's maintenancetradingrebalancingtax management needs; Financial servicesmortgage planning; Financial trust planning; Insurance and financial information and consultancy services; Monitoring financial markets for investment purposes; On-line financial planning services; Providing financial services with respect to securities and other financial instruments and productsmoney management services; Providing financial services with respect to securities and other financial instruments and productsproviding financial market news and commentary; Providing financial information; Providing financial information via a web site; Providing information in the field of financial stock and equity markets; Providing information and research in the field of finance and financial investments; Providing information and advice in the field of financefinancial investmentsfinancial valuationsthe financial aspects of retirement; Providing informationcommentary and advice in the field of financefinancial investments and financial valuations; Providing investors with financial information; Provision of financial information; Strategic financial advisory services
Publicações
Histórico de despachos e eventos da marca no USPTO.
20 publicações encontradas
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
25/07/2026
NAS8
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
06/02/2023
8.OK
REGISTERED - SEC. 8 (6-YR) ACCEPTED
06/02/2023
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
06/02/2023
ES8R
TEAS SECTION 8 RECEIVED
25/07/2022
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
25/07/2022
R.SR
REGISTERED-SUPPLEMENTAL REGISTER
25/07/2017
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
16/06/2017
ALIE
ASSIGNED TO LIE
07/06/2017
CNTA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
08/05/2017
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
05/05/2017
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
04/05/2017
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
04/05/2017
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
04/05/2017
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
24/01/2017
GNRT
NON-FINAL ACTION E-MAILED
24/01/2017
CNRT
NON-FINAL ACTION WRITTEN
24/01/2017
DOCK
ASSIGNED TO EXAMINER
18/01/2017
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
14/10/2016
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