USPTO serial 78470307
INVESTOR WORKSTATION
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jul 4, 2006
- Examiner
- LOTT, JASON E
- 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
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Kirsten R. Rydstrom
Kirsten R. Rydstrom Reed Smith LLPP.O. BOX 488Pittsburgh, PA 15230-0488UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Providing temporary use of non-downloadable computer software for managing financial investments via the Internet | ACTIVE | Jan 12, 2001 |
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 Lockwood Advisors, Inc.
- Other trademarks owned by Lockwood Advisors, Inc.
- Other trademarks owned by BNY MELLON ADVISORS, INC.
- Other trademarks in Class 042
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jul 4, 2025 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Aug 16, 2023 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Sep 25, 2016 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Sep 25, 2016 | 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. |
| Sep 25, 2016 | 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. |
| Sep 25, 2016 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jul 5, 2016 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Jul 4, 2015 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Jan 12, 2013 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| Jan 12, 2013 | 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. |
| Jan 11, 2013 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jan 4, 2013 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Jul 4, 2006 | EXPT | EXPARTE APPEAL TERMINATED | — |
| Jul 4, 2006 | 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 23, 2006 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| May 15, 2006 | ALIE | ASSIGNED TO LIE | — |
| Apr 26, 2006 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Apr 19, 2006 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Apr 12, 2006 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Apr 12, 2006 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Apr 12, 2006 | 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. |
| Apr 12, 2006 | EXPI | EX PARTE APPEAL-INSTITUTED | — |
| Apr 12, 2006 | JURT | JURISDICTION RESTORED TO EXAMINING ATTORNEY | — |
| Apr 12, 2006 | EXAF | EXPARTE APPEAL RECEIVED AT TTAB | — |
| Feb 7, 2006 | DOCK | ASSIGNED TO EXAMINER | — |
| Oct 12, 2005 | GRML | CORRESPONDENCE E-MAILED | — |
| Oct 12, 2005 | CNFR | FINAL REFUSAL WRITTEN | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Sep 23, 2005 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 19, 2005 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 19, 2005 | 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. |
| Mar 19, 2005 | 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. |
| Mar 19, 2005 | 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. |
| Mar 19, 2005 | DOCK | ASSIGNED TO EXAMINER | — |
| Aug 26, 2004 | NWAP | NEW APPLICATION ENTERED | — |