USPTO serial 78659287
CLIENT ACQUISITION SOLUTION
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jul 4, 2006
- Examiner
- NADELMAN, ANDREA KOYNER
- 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.
Need help with CLIENT ACQUISITION SOLUTION?
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
Get help with this Renewal, set up monitoring, or talk with CopyMark.
Get Attorney Assistance for just $299*
Plus Government fees of $850
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
NEW YORK, NY
Walnut Creek, CA
Lafayette, CA
Lafayette, CA
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Shannon Zmud Teicher
Shannon Zmud Teicher Jackson Walker LLP2323 Ross Avenue, Suite 600Dallas, TX 75201UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Providing temporary use of on-line non-downloadable computer software for financial advisors to create investment proposals and analyze current investments for clients and prospective clients through the use of databases featuring financial information | ACTIVE | Jan 1, 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.
- Other trademarks owned by REFINITIV US LLC
- Other trademarks owned by Advisor Software, Inc.
- Other trademarks owned by Advisor Software, Inc.
- Other trademarks owned by Advisor Software, Inc.
- Other trademarks in Class 042
- Similar marks named CLIENT ACQUISITION SOLUTION
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jul 4, 2025 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Jul 11, 2022 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jul 11, 2022 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jul 11, 2022 | 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. |
| Jul 11, 2022 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jul 11, 2022 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Dec 22, 2020 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Dec 22, 2020 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Dec 22, 2020 | 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 22, 2020 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Dec 22, 2020 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Dec 9, 2020 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jan 27, 2017 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Jan 27, 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. |
| Jan 27, 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. |
| Jan 27, 2017 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Nov 18, 2016 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Jul 4, 2015 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Jun 19, 2012 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Jun 19, 2012 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Jun 19, 2012 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jun 13, 2012 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Jul 4, 2006 | 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. |
| Apr 11, 2006 | 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. |
| Mar 22, 2006 | NPUB | NOTICE OF PUBLICATION | — |
| Feb 22, 2006 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Feb 17, 2006 | ALIE | ASSIGNED TO LIE | — |
| Feb 15, 2006 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Feb 15, 2006 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Feb 14, 2006 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Feb 14, 2006 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jan 24, 2006 | 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. |
| Jan 24, 2006 | 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. |
| Jan 18, 2006 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 5, 2005 | NWAP | NEW APPLICATION ENTERED | — |