USPTO serial 86560081
ROUTE 2
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Aug 22, 2017
- Examiner
- LEVINE, HOWARD B
- Law office
- TMO LAW OFFICE 115
What this means
This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Mark J. Burzych
Mark J. Burzych FAHEY SCHULTZ BURZYCH RHODES PLC4151 OKEMOS RDOKEMOS, MI 48864-6202United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Personal financial planning; personal financial planning and investment advisory services; financial planning for retirement; financial retirement plan consulting services; financial services, namely, personal wealth management services; personal investment advisory services; on-line personal financial planning services; providing information and advice in the field of personal financial investments, personal financial valuations, and the financial aspects of retirement | ACTIVE | Apr 5, 2015 |
| 041 | Educational services, namely, providing online instruction in the field of retirement planning, wealth management, and investment strategy via an online website; Educational services, namely, providing courses of instruction in the fields of retirement planning, wealth management, and investment strategy | ACTIVE | Apr 5, 2015 |
| 042 | Providing a website featuring technology that enables users to plan for retirement, manage wealth, and implement investment strategies; Software as a service (SAAS) services featuring software for retirement planning, wealth management, and investment strategies; provision of online non-downloadable software for use in retirement planning | ACTIVE | Apr 5, 2015 |
| 045 | Providing information in the field of personal development, namely, improving oneself through achievement of timely and challenging goals; Providing information in the field of personal development, namely, personal improvement | ACTIVE | Apr 5, 2015 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by Wealth Strategy Group, LLC
- Other trademarks owned by Wealth Strategy Group, LLC
- Other trademarks owned by Wealth Strategy Group, LLC
- Other trademarks in Class 036
- Other trademarks in Class 041
- Other trademarks in Class 042
- Other trademarks in Class 045
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Sep 23, 2026 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Aug 22, 2026 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Feb 9, 2024 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Feb 9, 2024 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Feb 9, 2024 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Aug 21, 2023 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Aug 22, 2022 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Aug 22, 2017 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Jul 19, 2017 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Jul 18, 2017 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Jun 28, 2017 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jun 28, 2017 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 27, 2017 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jan 4, 2017 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jan 4, 2017 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jan 4, 2017 | CNRT | SU - NON-FINAL ACTION - WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Dec 14, 2016 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Dec 10, 2016 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Nov 22, 2016 | IUAF | USE AMENDMENT FILED | — |
| Nov 22, 2016 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Jun 21, 2016 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| May 10, 2016 | TMBN | TTAB RELEASE CASE TO TRADEMARKS | — |
| May 10, 2016 | OP.T | OPPOSITION TERMINATED NO. 999999 | — |
| May 10, 2016 | OP.D | OPPOSITION DISMISSED NO. 999999 | — |
| Feb 8, 2016 | OP.I | OPPOSITION INSTITUTED NO. 999999 | — |
| Sep 5, 2015 | ETOF | EXTENSION OF TIME TO OPPOSE RECEIVED | — |
| Aug 11, 2015 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Aug 11, 2015 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Jul 22, 2015 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jul 7, 2015 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Jul 2, 2015 | ALIE | ASSIGNED TO LIE | — |
| Jun 16, 2015 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jun 16, 2015 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Jun 16, 2015 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Jun 16, 2015 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Jun 16, 2015 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jun 16, 2015 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 24, 2015 | MPMK | NOTICE OF PSEUDO MARK E-MAILED | — |
| Mar 21, 2015 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 14, 2015 | NWAP | NEW APPLICATION ENTERED | — |