USPTO serial 88467750
WHOLE FAMILY ADVISOR
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jun 2, 2020
- Examiner
- GARTNER, JOHN M
- Law office
- TMO LAW OFFICE 119
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
New Hope, PA, US
New Hope, PA, US
Buckingham, PA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Patricia C. Collins, Esq.
Patricia C. Collins, Esq. ANTHEIL MASLOW & MACMINN, LLP131 W. STATE STREETDOYLESTOWN, PA 18901United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 041 | Educational services, namely, providing training of professionals who serve families with wealth for certification in the field of multi-generational family wealth planning, values transfer and wealth transfer; conducting classes and seminars on topics of wealth and values transfer, family governance, family dynamics, estate planning and family philanthropy to financially successful families, family businesses, wealth advisors, family offices, law firms, and financial institutions, provided live, online and by means of video and telephone | ACTIVE | Mar 1, 2016 |
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 4, 2026 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Sep 4, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Sep 4, 2026 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Sep 4, 2026 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Oct 8, 2025 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Oct 8, 2025 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Oct 6, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jun 3, 2025 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Jun 2, 2025 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Jun 2, 2020 | 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 17, 2020 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Mar 17, 2020 | 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 26, 2020 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Feb 13, 2020 | ALIE | ASSIGNED TO LIE | — |
| Feb 10, 2020 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Feb 10, 2020 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Feb 10, 2020 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Feb 10, 2020 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Feb 10, 2020 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Sep 22, 2019 | 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. |
| Sep 22, 2019 | 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. |
| Sep 22, 2019 | 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. |
| Sep 3, 2019 | DOCK | ASSIGNED TO EXAMINER | — |
| Jun 24, 2019 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jun 14, 2019 | NWAP | NEW APPLICATION ENTERED | — |