USPTO serial 78721842
Reviewed by CopyMark Law Group
This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.
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.
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SAN DIEGO, CA, US
Rancho Santa Margarita, CA, US
Rancho Santa Margarita, CA, US
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Susan M. Natland
Susan M. Natland BakerHostetler600 Anton Boulevard, Suite 900Costa Mesa, CA 92626United States| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Banking services; financial services, namely, financial consultation, financial management, financial planning, financial research | ACTIVE | May 1, 2006 |
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 |
|---|---|---|---|
| Apr 27, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Apr 27, 2026 | 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. |
| Apr 27, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Aug 15, 2025 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Jul 10, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jul 10, 2023 | 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 10, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jul 10, 2023 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jul 10, 2023 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jul 27, 2022 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Aug 20, 2016 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Aug 20, 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. |
| Aug 20, 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. |
| Aug 20, 2016 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| May 27, 2016 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Aug 15, 2015 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Aug 29, 2012 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| Aug 29, 2012 | 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 28, 2012 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Aug 6, 2012 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Aug 15, 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. |
| Jul 5, 2006 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Jun 23, 2006 | ALIE | ASSIGNED TO LIE | — |
| Jun 22, 2006 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Jun 22, 2006 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Jun 22, 2006 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Jun 22, 2006 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jun 20, 2006 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jun 12, 2006 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 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. |
| Jun 6, 2006 | IUAA | USE AMENDMENT ACCEPTED | — |
| Jun 6, 2006 | AUPC | AMENDMENT TO USE PROCESSING COMPLETE | — |
| May 16, 2006 | IUAF | USE AMENDMENT FILED | — |
| May 16, 2006 | EAAU | TEAS AMENDMENT OF USE RECEIVED | — |
| Apr 12, 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. |
| Apr 12, 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. |
| Mar 30, 2006 | DOCK | ASSIGNED TO EXAMINER | — |
| Oct 3, 2005 | NWAP | NEW APPLICATION ENTERED | — |