USPTO serial 76492308
ATS ADVANCED TRUSTEE STRATEGIES
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Mar 8, 2005
- Examiner
- SMITH, REBECCA A
- Law office
- PUBLICATION AND ISSUE SECTION
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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Owner
ADVANCED TRUSTEE STRATEGIES, LLC
SAN DIEGO, CA, US
San Diego, CA, US
ADVANCED TRUSTEE STRATEGIES, INC.
San Diego, CA, US
San Diego, CA, US
San Diego, CA, US
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial services, namely, estate planning and charitable and advanced trust planning; brokerage services in the fields of life insurance, key man insurance, buy-sell insurance, health insurance and long term health care insurance; brokerage services in the field of variable annuities, stock equities, bonds, and mutual funds; financial consultation services, namely, providing asset management consultation and investment advice | ACTIVE | May 19, 2003 |
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 ADVANCED TRUSTEE STRATEGIES, LLC
- Other trademarks owned by AFS Financial, Inc.
- Other trademarks owned by ADVANCED TRUSTEE STRATEGIES, INC.
- Other trademarks owned by AFS Financial, Inc.
- Other trademarks owned by AFS Financial, Inc.
- Other trademarks in Class 036
- Similar marks named ATS ADVANCED TRUSTEE STRATEGIES
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Sep 2, 2026 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Oct 31, 2024 | WOAG | WITHDRAWAL OF ATTORNEY GRANTED | — |
| Oct 31, 2024 | WOAR | TEAS WITHDRAWAL OF ATTORNEY RECEIVED | — |
| Jun 17, 2024 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Jun 17, 2024 | 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. |
| Jun 17, 2024 | 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. |
| Jun 17, 2024 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Mar 15, 2024 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Mar 8, 2024 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Feb 15, 2022 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Feb 15, 2022 | 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. |
| Feb 15, 2022 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| May 21, 2018 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| May 21, 2018 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Mar 9, 2015 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Mar 9, 2015 | 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. |
| Mar 9, 2015 | 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. |
| Mar 9, 2015 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Feb 24, 2015 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Feb 20, 2014 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Feb 20, 2014 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Mar 26, 2010 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Mar 26, 2010 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Mar 9, 2010 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Jun 28, 2005 | COC. | CORRECTION UNDER SECTION 7 - PROCESSED | — |
| Apr 11, 2005 | AMD7 | SEC 7 REQUEST FILED | — |
| Apr 11, 2005 | PAPER RECEIVED | — | |
| Mar 8, 2005 | 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. |
| Nov 10, 2004 | REGV | LAW OFFICE REGISTRATION REVIEW COMPLETED | — |
| Nov 5, 2004 | ALIE | ASSIGNED TO LIE | — |
| Nov 2, 2004 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Oct 1, 2004 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 29, 2004 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Sep 21, 2004 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Sep 13, 2004 | IUAF | USE AMENDMENT FILED | — |
| Sep 13, 2004 | PAPER RECEIVED | — | |
| Sep 10, 2004 | EXT1 | SOU EXTENSION 1 FILED | — |
| Sep 10, 2004 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Apr 6, 2004 | 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. |
| Jan 13, 2004 | 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. |
| Jan 9, 2004 | PAPER RECEIVED | — | |
| Dec 24, 2003 | NPUB | NOTICE OF PUBLICATION | — |
| Dec 15, 2003 | PAPER RECEIVED | — | |
| Nov 21, 2003 | PAPER RECEIVED | — | |
| Nov 4, 2003 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Oct 28, 2003 | CNEA | EXAMINERS AMENDMENT MAILED | — |
| Aug 21, 2003 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Aug 21, 2003 | PAPER RECEIVED | — | |
| Aug 18, 2003 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Aug 5, 2003 | CNRT | NON-FINAL ACTION 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. |
| Aug 4, 2003 | DOCK | ASSIGNED TO EXAMINER | — |