USPTO serial 75039402
Reviewed by CopyMark Law Group
This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Plus Government fees of $650
Santa Barbara, CA, US
Santa Barbara, CA, US
Santa Barbara, CA, US
SANTA BARBARA, CA, US
SCOTTSDALE, CO, US
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Miriam D. Trudell
Miriam D. Trudell Davis Graham & Stubbs LLP3400 Walnut Street, Suite 700DENVER, CO 80205United States| Class | Description | Status | First use |
|---|---|---|---|
| 036 | financial planning and investment management services | ACTIVE | Nov 13, 1995 |
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
| Date | Code | Event | What it means |
|---|---|---|---|
| Mar 11, 2026 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Nov 18, 2024 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Nov 18, 2024 | 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. |
| Nov 18, 2024 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| May 17, 2023 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| May 17, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| May 17, 2023 | 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. |
| May 17, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| May 17, 2023 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jan 19, 2017 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Jan 19, 2017 | RNL2 | REGISTERED AND RENEWED (SECOND 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. |
| Jan 19, 2017 | 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. |
| Jan 18, 2017 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Nov 9, 2016 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Nov 9, 2016 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 17, 2015 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Oct 1, 2009 | PRAM | POST REGISTRATION ACTION MAILED - SEC. 7 | — |
| Oct 1, 2009 | PRAM | POST REGISTRATION ACTION MAILED - SEC. 7 | — |
| Aug 20, 2009 | PLGL | ASSIGNED TO PARALEGAL | — |
| Jul 30, 2009 | AMD7 | SEC 7 REQUEST FILED | — |
| Jul 30, 2009 | PAPER RECEIVED | — | |
| May 28, 2008 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Apr 20, 2007 | 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. |
| Apr 20, 2007 | 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. |
| Apr 20, 2007 | PLGL | ASSIGNED TO PARALEGAL | — |
| Feb 27, 2007 | 89AF | REGISTERED - COMBINED SECTION 8 (10-YR) & SEC. 9 FILED | — |
| Feb 27, 2007 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Jan 5, 2005 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Mar 4, 2003 | 815F | REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED | — |
| Mar 4, 2003 | PAPER RECEIVED | — | |
| Mar 11, 1997 | 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. |
| Dec 17, 1996 | 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. |
| Nov 15, 1996 | NPUB | NOTICE OF PUBLICATION | — |
| Aug 28, 1996 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jul 15, 1996 | CNEA | EXAMINER'S AMENDMENT MAILED | — |
| Jul 10, 1996 | DOCK | ASSIGNED TO EXAMINER | — |