USPTO serial 87206787
LIFETIME INCOME FUNNEL
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- May 30, 2017
- Examiner
- HETZEL, DANNEAN
- 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
Herndon, VA, US
Herndon, VA, US
Herndon, VA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Ajay A. Jagtiani
Ajay A. Jagtiani MILES & STOCKBRIDGE P.C.1751 PINNACLE DRIVE, SUITE 1500TYSONS CORNER, VA 22102United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial analysis, management and consultation, namely, analysis of financial instruments for others; investment consultation and advisory services in the fields of stocks, options, bonds, investment funds, and insurance; asset management; advice relating to investments; estate planning; and financial planning and consultation, namely, the creation of personalized strategies to achieve financial independence; financial portfolio management | ACTIVE | Dec 19, 2012 |
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.
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Sep 3, 2026 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Sep 3, 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. |
| Sep 3, 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. |
| Sep 3, 2026 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jul 13, 2026 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Jul 2, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jul 2, 2026 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | 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. |
| Jul 2, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jul 2, 2026 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jul 2, 2026 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| May 30, 2026 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Dec 16, 2022 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Dec 16, 2022 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Dec 16, 2022 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jun 2, 2022 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| May 30, 2022 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| May 30, 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. |
| Mar 14, 2017 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Mar 14, 2017 | 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 22, 2017 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jan 31, 2017 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jan 31, 2017 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Jan 31, 2017 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Jan 31, 2017 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Jan 31, 2017 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jan 31, 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 31, 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 31, 2017 | CNRT | 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. |
| Jan 27, 2017 | DOCK | ASSIGNED TO EXAMINER | — |
| Oct 21, 2016 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Oct 21, 2016 | NWAP | NEW APPLICATION ENTERED | — |