USPTO serial 77584243
Reviewed by CopyMark Law Group
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.
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.
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Allen J. Baden
Allen J. Baden Baden Law Firm5646 Milton St Ste 209Dallas, TX 75206-3999United States| Class | Description | Status | First use |
|---|---|---|---|
| 036 | banking and investment services; namely, investment management, investment advice, funds investment, investment brokerage, investment consultation and investment of funds for others; financial analysis and investment advisory services, namely, management and brokerage in the fields of stocks, bonds, options, futures and other securities, and the investment of funds of others; financial research services; investment consultation, funds investment, and investment management; financial exchange services, namely, providing financial information in the nature of rates of exchange; financial information processing; financial information provided by electronic means; financial portfolio management; financial risk management; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; providing information in the fields of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; investment fund transfer and transaction services; providing on-line stored value accounts in an electronic environment; investment fund transfer and transaction services; providing for the exchange of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; trust and estate administration services, namely, investment management, custody of assets, selection of brokers, collection and valuation of assets, bill paying, recordkeeping and accountings, tax return preparation and filing, income tax planning for trusts, grantors and beneficiaries, review and analysis of will and trust documents; trust company services, namely, institutional trust services, charitable foundation services, client tax services, escrow arrangements, estate planning, financial planning, individual retirement planning, philanthropic planning, retirement trusts, trust and estate administration, donor-advised fund program; wealth management services, namely, alternative investments, asset allocation, risk management for concentrated positions; developing and managing a family of alternative investment funds, investment management services to institutional clients, investment advisory and portfolio management services; banking and advisory services, namely, term loans and revolving lines of credit, acquisition finance, subordinated debt financing, trade letters of credit, standby letters of credit, corporate cash management services, foreign exchange, mergers and acquisitions, advisory, 401k and defined benefit plans, investment management; custody services; equity execution services; equity strategy research services; equity trading services, namely, global custody, accounting, administration, transfer agency, securities lending, performance reporting, financial reporting, compliance, brokerage; providing a suite of fund accounting services, namely, multi-currency portfolio valuation, fund accounting, and reporting services; financial and legal administration services for a comprehensive service suite, namely, fund accounting, financial reporting, expense analysis and payment, assistant treasurer's support, performance measurement, compliance, tax support and regulatory and corporate secretarial assistance, namely, board reporting, regulatory filings and consulting services; consulting and advisory services for both qualified and nonqualified retirement plans; serving as a connectivity point between financial service companies and their external service providers and internal system; providing a hosted communications platform for financial services; institutional fund services, namely, serving as product manager for third party investment funds; serving as a financial advisor to middle market businesses across a broad range of industries with a focus on healthcare services, medical technology, telecommunications and media, and outsourced business services; advisory services to private and closely-held public companies; managing a series of private equity funds; outsourcing services, namely, front, middle and back office outsourced services, namely, restricted securities investigation, restricted securities processing, brokerage services; securities lending services, namely, custodial and third-party lending, auctions, borrower exclusives, and traditional agency lending; financial services, namely, electronic delivery system for financial investment and transaction initiation, trade settlement reporting and trade status tracking; providing an online payment and order authorization system; providing an Internet reporting system for the transmission of financial securities information to others; and managing mutual funds for others, namely, a mutual fund asset allocation program | ACTIVE | Jan 2, 1931 |
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 |
|---|---|---|---|
| Aug 30, 2024 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Aug 30, 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. |
| Aug 30, 2024 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Dec 3, 2021 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Dec 3, 2021 | 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. |
| Dec 3, 2021 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Oct 11, 2018 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Oct 11, 2018 | 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, 2018 | 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 1, 2018 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Sep 25, 2018 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Mar 24, 2018 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Mar 5, 2015 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Mar 5, 2015 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Mar 5, 2015 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Feb 19, 2015 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Jul 14, 2011 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Sep 13, 2010 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Mar 24, 2009 | 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. |
| Jan 6, 2009 | 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. |
| Dec 17, 2008 | NPUB | NOTICE OF PUBLICATION | — |
| Dec 1, 2008 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Dec 1, 2008 | ALIE | ASSIGNED TO LIE | — |
| Nov 25, 2008 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Nov 25, 2008 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 12, 2008 | TAEA | TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED | — |
| Nov 12, 2008 | PARI | TEAS VOLUNTARY AMENDMENT RECEIVED | — |
| Nov 7, 2008 | PARI | TEAS VOLUNTARY AMENDMENT RECEIVED | — |
| Oct 7, 2008 | MPMK | NOTICE OF PSEUDO MARK MAILED | — |
| Oct 6, 2008 | NWAP | NEW APPLICATION ENTERED | — |