USPTO serial 78468755
PERFORMANCELINK
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Feb 27, 2007
- Examiner
- CLAYTON, CHERYL A
- Law office
- GENERIC WEB UPDATE
What this means
This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.
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Owner
King of Prussia, PA, US
PENNINGTON, NJ, US
Malvern, PA, US
Malvern, PA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Kirsten R. Rydstrom, Esq.
Kirsten R. Rydstrom, Esq. Reed Smith LLPP.O. Box 488Pittsburgh, PA 15230UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial management and investment services, namely, providing platform for investment professionals and broker/dealers to offer customers ability to link retail accounts with managed accounts and obtain consolidated performance reporting | ACTIVE | Jul 12, 2005 |
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.
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- Other trademarks owned by Lockwood Advisors, Inc.
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Feb 27, 2026 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Aug 16, 2023 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Apr 21, 2017 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Apr 21, 2017 | 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. |
| Apr 21, 2017 | 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 21, 2017 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Feb 27, 2017 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Feb 27, 2016 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Sep 11, 2013 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Sep 11, 2013 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Sep 11, 2013 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Aug 27, 2013 | 815F | REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED | — |
| Aug 27, 2013 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Feb 27, 2007 | 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 16, 2007 | REGV | LAW OFFICE REGISTRATION REVIEW COMPLETED | — |
| Jan 16, 2007 | ALIE | ASSIGNED TO LIE | — |
| Dec 19, 2006 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Oct 25, 2006 | PGEX | PETITION GRANTED - EXTENSION REQUEST FILED | — |
| Sep 4, 2006 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Aug 4, 2006 | IUAF | USE AMENDMENT FILED | — |
| Aug 4, 2006 | FAXX | FAX RECEIVED | — |
| Aug 3, 2006 | PETR | PETITION TO REVIVE-RECEIVED | — |
| Aug 3, 2006 | FAXX | FAX RECEIVED | — |
| Jul 24, 2006 | MAB7 | ABANDONMENT NOTICE MAILED - DEFECTIVE USE STATEMENT | — |
| Jul 23, 2006 | ABN7 | ABANDONMENT - DEFECTIVE USE STATEMENT | — |
| Jul 6, 2006 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Jun 6, 2006 | EXT1 | SOU EXTENSION 1 FILED | — |
| Feb 3, 2006 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Dec 6, 2005 | 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. |
| Sep 13, 2005 | 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. |
| Aug 24, 2005 | NPUB | NOTICE OF PUBLICATION | — |
| May 18, 2005 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Mar 28, 2005 | ALIE | ASSIGNED TO LIE | — |
| Mar 19, 2005 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 19, 2005 | DOCK | ASSIGNED TO EXAMINER | — |
| Aug 25, 2004 | NWAP | NEW APPLICATION ENTERED | — |