USPTO serial 77828710
ADVISOR CRM
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- May 25, 2010
- Examiner
- TRUSILO, KELLY JEAN
- 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.
Need help with ADVISOR CRM?
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.
Current trademark owner
Monitor this mark, or talk with CopyMark about this registration.
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Melissa S. Dillenbeck
Melissa S. Dillenbeck Faegre Drinker Biddle & Reath LLP191 North Wacker DriveSuite 3700Chicago, IL 60606Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Application service provider featuring software for use in financial account balancing and monitoring in the field of investments management | ACTIVE | Sep 1, 2009 |
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 |
|---|---|---|---|
| Dec 4, 2024 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Mar 29, 2021 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Mar 29, 2021 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Mar 29, 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. |
| Mar 29, 2021 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Mar 29, 2021 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Feb 25, 2020 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Feb 25, 2020 | 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. |
| Feb 25, 2020 | 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. |
| Feb 24, 2020 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jan 8, 2020 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| May 25, 2019 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Aug 12, 2016 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| Aug 12, 2016 | 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, 2016 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Aug 1, 2016 | ES8R | TEAS SECTION 8 RECEIVED | — |
| May 25, 2010 | 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. |
| Apr 21, 2010 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Apr 21, 2010 | ALIE | ASSIGNED TO LIE | — |
| Apr 6, 2010 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Mar 18, 2010 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Mar 18, 2010 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 18, 2010 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | 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 20, 2009 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-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. |
| Dec 20, 2009 | GNRT | NON-FINAL ACTION E-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. |
| Dec 20, 2009 | 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. |
| Dec 16, 2009 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 21, 2009 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Sep 21, 2009 | NWAP | NEW APPLICATION ENTERED | — |