USPTO serial 76205153
SA FUNDS
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Oct 15, 2002
- Examiner
- PIGNATELLO, ELIZABETH
- Law office
- GENERIC WEB UPDATE
What this means
Status 800 means the registration was renewed after acceptable combined Section 8 and Section 9 filings. The mark remains registered for another 10-year term with active federal protection. Calendar the next Section 8 and 9 deadline in 10 years and maintain monitoring.
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Current trademark owner
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Owner
Los Angeles, CA, US
NEW YORK, NY, US
FOCUS PARTNERS ADVISOR SOLUTIONS, LLC
NEW YORK, NY, US
Other trademarks owned by FOCUS PARTNERS ADVISOR SOLUTIONS, LLC
ST. LOUIS, MO, US
San Jose, CA, US
Winnipeg Manitoba, US
Los Angeles, CA, US
Los Angeles, CA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Briana R. Falcon
Briana R. Falcon ARNALL GOLDEN GREGORY LLP2100 Pennsylvania Avenue NWSuite 350SWashington, DC 20037Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Funds investment and administration, investment advice, investment consultation, investment management | ACTIVE | Jul 16, 1999 |
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 Assante Holdings Inc.
- Other trademarks owned by FOCUS ADVISOR SOLUTIONS, LLC
- Other trademarks owned by FOCUS PARTNERS ADVISOR SOLUTIONS, LLC
- Other trademarks owned by BAM ADVISOR SERVICES, LLC
- Other trademarks owned by LORING WARD GROUP, INC.
- Other trademarks owned by Assante Holdings, Inc.
- Other trademarks owned by Assante Holdings Inc.
- Other trademarks owned by Assante Holdings Inc.
- Other trademarks in Class 036
- Similar marks named SA FUNDS
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Sep 16, 2026 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jul 9, 2026 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Jul 9, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jul 9, 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 9, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jul 9, 2026 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jul 9, 2026 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jan 29, 2025 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Oct 2, 2024 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Sep 25, 2024 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Apr 27, 2023 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Apr 27, 2023 | 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. |
| Apr 27, 2023 | 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 27, 2023 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Oct 14, 2022 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Oct 15, 2021 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Apr 29, 2019 | 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. |
| Apr 29, 2019 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Mar 20, 2019 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Mar 13, 2019 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Oct 12, 2012 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - MAILED | — |
| Oct 11, 2012 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Oct 11, 2012 | 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. |
| Oct 11, 2012 | 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. |
| Oct 10, 2012 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Jun 23, 2010 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jun 23, 2010 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Feb 5, 2009 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Jan 6, 2009 | PLGL | ASSIGNED TO PARALEGAL | — |
| Dec 23, 2008 | 815F | REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED | — |
| Dec 23, 2008 | 815F | REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED | — |
| Dec 23, 2008 | PAPER RECEIVED | — | |
| Mar 12, 2008 | CFIT | CASE FILE IN TICRS | — |
| May 23, 2007 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Sep 22, 2006 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Sep 22, 2006 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Oct 15, 2002 | 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. |
| Aug 24, 2002 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jul 22, 2002 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Jul 22, 2002 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 17, 2002 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Jun 27, 2002 | IUAF | USE AMENDMENT FILED | — |
| Jun 27, 2002 | PAPER RECEIVED | — | |
| Feb 19, 2002 | NOAM | NOA 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. |
| Nov 27, 2001 | 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 7, 2001 | NPUB | NOTICE OF PUBLICATION | — |
| Jun 20, 2001 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jun 1, 2001 | CNEA | EXAMINER'S AMENDMENT MAILED | — |
| May 21, 2001 | DOCK | ASSIGNED TO EXAMINER | — |