USPTO serial 76552549
UNIFIED MANAGED ACCOUNT
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jul 19, 2005
- Examiner
- PAPPAS, MATTHEW
- 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
NEW YORK, NY
NEW YORK, NY
New York, NY
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Sara Blotner
388 Greenwich StreetNew York, NY 10013United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | PROVIDING INVESTMENT ACCOUNT AGGREGATION SERVICES | ACTIVE | — |
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 |
|---|---|---|---|
| Nov 5, 2025 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Nov 5, 2025 | 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. |
| Nov 5, 2025 | 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. |
| Nov 5, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jul 18, 2025 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Jul 19, 2024 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Apr 17, 2019 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Nov 2, 2018 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| May 22, 2017 | 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 22, 2017 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Sep 8, 2016 | 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. |
| Sep 8, 2016 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Apr 21, 2016 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Apr 21, 2016 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Nov 23, 2015 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Nov 23, 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. |
| Nov 23, 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. |
| Nov 23, 2015 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Oct 6, 2015 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Oct 6, 2015 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Aug 12, 2011 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - MAILED | — |
| Aug 12, 2011 | 8.OK | REGISTERED - SEC. 8 (6-YR) ACCEPTED | The USPTO accepted your Section 8 declaration showing the mark is still in use in commerce (or excusable nonuse). This satisfies the six-year maintenance requirement and keeps the registration active until the next renewal deadline. |
| Aug 11, 2011 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jul 21, 2011 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Jul 19, 2005 | R.SR | REGISTERED-SUPPLEMENTAL REGISTER | Your mark is registered on the Supplemental Register, which is available for marks that are not yet distinctive enough for the Principal Register but can still identify a source. Protection is more limited than Principal Register registration but can later support a Principal Register application. |
| May 19, 2005 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| May 13, 2005 | ALIE | ASSIGNED TO LIE | — |
| May 13, 2005 | CNEA | EXAMINERS AMENDMENT MAILED | — |
| May 12, 2005 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| May 12, 2005 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Nov 16, 2004 | 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. |
| Nov 16, 2004 | 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. |
| Nov 3, 2004 | ACEC | AMENDMENT FROM APPLICANT ENTERED | — |
| Oct 27, 2004 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Oct 27, 2004 | PAPER RECEIVED | — | |
| May 3, 2004 | 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. |
| Apr 18, 2004 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 3, 2003 | NWAP | NEW APPLICATION ENTERED | — |