USPTO serial 78774338
MANAGED ACCOUNT SOLUTIONS
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Aug 22, 2006
- Examiner
- DOMBROW, COLLEEN M
- Law office
- PUBLICATION AND ISSUE SECTION
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
Boston, MA, US
Boston, MA, US
BOSTON, MA, US
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Investment advisory and financial management services; mutual fund investment services; securities portfolio management services; funds investment services; financial information provided by electronic means | ACTIVE | Jan 23, 2006 |
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 |
|---|---|---|---|
| Nov 9, 2026 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Nov 9, 2026 | RNL2 | REGISTERED AND RENEWED (SECOND 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. |
| Nov 9, 2026 | 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. |
| Nov 9, 2026 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Aug 21, 2026 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Aug 22, 2025 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Sep 28, 2016 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Sep 28, 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 28, 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 28, 2016 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jul 11, 2016 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Jul 11, 2016 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Aug 22, 2015 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Jun 29, 2012 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| Jun 28, 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. |
| Jun 28, 2012 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jun 21, 2012 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Jun 21, 2012 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Oct 17, 2008 | 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. |
| Oct 17, 2008 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Nov 7, 2007 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Aug 22, 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 10, 2006 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Jul 7, 2006 | ALIE | ASSIGNED TO LIE | — |
| Jun 27, 2006 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Jun 27, 2006 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jun 20, 2006 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 20, 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. |
| May 10, 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. |
| May 10, 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. |
| May 10, 2006 | IUAA | USE AMENDMENT ACCEPTED | — |
| May 4, 2006 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 7, 2006 | AUPC | AMENDMENT TO USE PROCESSING COMPLETE | — |
| Feb 26, 2006 | IUAF | USE AMENDMENT FILED | — |
| Feb 26, 2006 | EAAU | TEAS AMENDMENT OF USE RECEIVED | — |
| Dec 20, 2005 | NWAP | NEW APPLICATION ENTERED | — |