USPTO serial 86614595
HS HERITAGE STRATEGIES LLC
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- May 31, 2016
- Examiner
- NELSON, EDWARD
- Law office
- PUBLICATION AND ISSUE SECTION
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
Woodbury, NY, US
Woodbury, NY, US
Woodbury, NY, US
Woodbury, NY, US
Woodbury, NY, US
Woodbury, NY, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Robert S. Broder
Robert S. Broder Collard & Roe, P.C.1077 NORTHERN BLVDROSLYN, NY 11576-1614United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 016 | Print publications, namely, books in the field of financial planning and management, insurance planning and management, annuities planning and management, life and retirement planning and management, investment planning and management, tax planning, mutual fund investments, estate planning, long-term care, charitable planning, fundraising, faith, family, health and wellness | ACTIVE | — |
| 035 | Assistance, advice, and consultancy with regard to business practice and business management, business succession planning, tax planning | ACTIVE | — |
| 036 | Assistance, advice, and consultancy with regard to financial planning and financial analysis in the field of finances, financial management, the acquisition of income and capital, debt and credit management, investment advisory services, financial asset protection, and insurance 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 services, namely, expert analysis in finance; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning; Investment advisory services; Financial services, namely, savings 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 finance, financial valuations, the financial aspects of retirement, debt and credit management, financial asset protection, and insurance 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 | ACTIVE | — |
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 HERITAGE STRATEGIES LLC
- Other trademarks owned by HERITAGE STRATEGIES LLC
- Other trademarks owned by HERITAGE STRATEGIES LLC
- Other trademarks owned by HERITAGE STRATEGIES LLC
- Other trademarks owned by HERITAGE STRATEGIES LLC
- Other trademarks owned by HERITAGE STRATEGIES LLC
- Other trademarks in Class 016
- Other trademarks in Class 035
- Other trademarks in Class 036
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jul 17, 2026 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Jul 17, 2026 | RNL1 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | The trademark registration was renewed for another 10-year term after acceptable maintenance filings. RNL1, RNL2, and RNL3 indicate which renewal cycle (first, second, or third 10-year term) was recorded. The registration remains active. |
| Jul 17, 2026 | 89AG | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | The USPTO accepted your combined Section 8 declaration and Section 9 renewal application. The registration is renewed for another 10-year term. The next combined maintenance filing will be due at the following 10-year anniversary. |
| Jul 17, 2026 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| May 15, 2026 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Jun 1, 2025 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Jul 19, 2022 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| Jul 19, 2022 | 8.OK | REGISTERED - SEC. 8 (6-YR) ACCEPTED | The USPTO accepted your Section 8 declaration showing the mark is still in use in commerce (or excusable nonuse). This satisfies the six-year maintenance requirement and keeps the registration active until the next renewal deadline. |
| Jul 19, 2022 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Feb 17, 2022 | ES8R | TEAS SECTION 8 RECEIVED | — |
| May 31, 2021 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| May 31, 2016 | 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. |
| Mar 15, 2016 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Mar 15, 2016 | 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. |
| Feb 24, 2016 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Feb 11, 2016 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Feb 4, 2016 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Feb 4, 2016 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Feb 4, 2016 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Feb 4, 2016 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Feb 4, 2016 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Feb 3, 2016 | ZZZX | PREVIOUS ALLOWANCE COUNT WITHDRAWN | — |
| Feb 2, 2016 | PBCR | WITHDRAWN FROM PUB - OG REVIEW QUERY | — |
| Jan 20, 2016 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Jan 13, 2016 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Dec 28, 2015 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Dec 28, 2015 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Dec 18, 2015 | ALIE | ASSIGNED TO LIE | — |
| Dec 4, 2015 | 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. |
| Aug 17, 2015 | GPRN | NOTIFICATION OF PRIORITY ACTION E-MAILED | A priority action is a type of Office Action the USPTO treats as time-sensitive. It usually means the examining attorney needs a specific response or amendment quickly — often relating to a foreign priority claim or a formal requirement. Respond within the stated deadline. |
| Aug 17, 2015 | GPRA | PRIORITY ACTION E-MAILED | A priority action is a type of Office Action the USPTO treats as time-sensitive. It usually means the examining attorney needs a specific response or amendment quickly — often relating to a foreign priority claim or a formal requirement. Respond within the stated deadline. |
| Aug 17, 2015 | CPRA | PRIORITY ACTION WRITTEN | A priority action is a type of Office Action the USPTO treats as time-sensitive. It usually means the examining attorney needs a specific response or amendment quickly — often relating to a foreign priority claim or a formal requirement. Respond within the stated deadline. |
| Aug 10, 2015 | DOCK | ASSIGNED TO EXAMINER | — |
| May 12, 2015 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| May 11, 2015 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| May 2, 2015 | NWAP | NEW APPLICATION ENTERED | — |