USPTO serial 78947410
CFROE
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Nov 15, 2011
- Examiner
- BLOHM, LINDA
- Law office
- GENERIC WEB UPDATE
What this means
Status 800 means the registration was renewed after acceptable combined Section 8 and Section 9 filings. The mark remains registered for another 10-year term with active federal protection. Calendar the next Section 8 and 9 deadline in 10 years and maintain monitoring.
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Owner
New York, NY, US
New York, NY, US
LONDON, GB
ZURICH, CH
NEW YORK, NY, US
New York, NY, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Monica B. Richman
Monica B. Richman DENTONS US LLPP.O. Box #1302CHICAGO, IL 60604UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 016 | Informational reports and market commentaries dealing with investment strategies, financial analysis, and techniques for evaluation of securities | ACTIVE | Jun 25, 2005 |
| 035 | Providing methodology, metrics and data for analyzing performance and valuation of companies | ACTIVE | Jun 25, 2005 |
| 036 | Financial planning and investment advisory services | ACTIVE | Jun 25, 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 CSFB HOLT LLC
- Other trademarks owned by CSFB HOLT LLC
- Other trademarks owned by UBS AG LONDON BRANCH
- Other trademarks owned by UBS GROUP AG
- Other trademarks owned by UBS SECURITIES LLC
- Other trademarks owned by CSFB HOLT LLC
- Other trademarks in Class 016
- Other trademarks in Class 035
- Other trademarks in Class 036
- Similar marks named CFROE
- Recently changed USPTO trademarks
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Aug 19, 2026 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jun 3, 2026 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Aug 8, 2022 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Aug 8, 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. |
| Aug 8, 2022 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jan 31, 2022 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Jan 31, 2022 | 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 31, 2022 | 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 31, 2022 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Aug 23, 2021 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Nov 15, 2020 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Dec 10, 2017 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Dec 10, 2017 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Dec 10, 2017 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Nov 15, 2017 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Nov 15, 2016 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Jun 25, 2013 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Nov 15, 2011 | 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. |
| Oct 8, 2011 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Oct 7, 2011 | REGV | LAW OFFICE REGISTRATION REVIEW COMPLETED | — |
| Oct 6, 2011 | ALIE | ASSIGNED TO LIE | — |
| Sep 21, 2011 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Sep 7, 2011 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Sep 1, 2011 | IUAF | USE AMENDMENT FILED | — |
| Sep 1, 2011 | 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. |
| Sep 1, 2011 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Aug 31, 2011 | 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. |
| Aug 31, 2011 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Mar 15, 2011 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Mar 14, 2011 | EX5G | SOU EXTENSION 5 GRANTED | — |
| Mar 2, 2011 | EXT5 | SOU EXTENSION 5 FILED | — |
| Mar 2, 2011 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Sep 14, 2010 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Sep 13, 2010 | EX4G | SOU EXTENSION 4 GRANTED | — |
| Sep 1, 2010 | EXT4 | SOU EXTENSION 4 FILED | — |
| Sep 1, 2010 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Mar 12, 2010 | EX3G | SOU EXTENSION 3 GRANTED | — |
| Feb 26, 2010 | EXT3 | SOU EXTENSION 3 FILED | — |
| Feb 26, 2010 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Sep 18, 2009 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Sep 18, 2009 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Aug 27, 2009 | EXT2 | SOU EXTENSION 2 FILED | — |
| Aug 27, 2009 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Feb 27, 2009 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Feb 27, 2009 | EXT1 | SOU EXTENSION 1 FILED | — |
| Feb 27, 2009 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Sep 2, 2008 | 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. |
| Jun 10, 2008 | 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. |
| May 21, 2008 | NPUB | NOTICE OF PUBLICATION | — |
| May 6, 2008 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| May 6, 2008 | ALIE | ASSIGNED TO LIE | — |
| May 6, 2008 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| May 5, 2008 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| May 5, 2008 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| May 5, 2008 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| May 5, 2008 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Apr 9, 2008 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Apr 8, 2008 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Apr 8, 2008 | 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. |
| Jan 30, 2008 | GNR1 | NOTIFICATION OF DISAPPROVAL - AMENDMENT TO USE E-MAILED | — |
| Jan 30, 2008 | GNRU | DISAPPROVAL - AMENDMENT TO USE E-MAILED | — |
| Jan 30, 2008 | 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 30, 2008 | AAUD | AMENDMENT OF ALLEGED USE DISAPPROVED | — |
| Jan 17, 2008 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jan 17, 2008 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jan 17, 2008 | 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. |
| Jan 17, 2008 | AUPC | AMENDMENT TO USE PROCESSING COMPLETE | — |
| Jan 17, 2008 | IUAF | USE AMENDMENT FILED | — |
| Jan 16, 2008 | EAAU | TEAS AMENDMENT OF USE RECEIVED | — |
| Jul 21, 2007 | GNRN | NOTIFICATION OF 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. |
| Jul 21, 2007 | 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. |
| Jul 21, 2007 | 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. |
| Jul 2, 2007 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jul 2, 2007 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jul 2, 2007 | 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. |
| Feb 8, 2007 | ATRV | ATTORNEY REVIEW COMPLETED | — |
| Feb 8, 2007 | DPCC | DIVISIONAL PROCESSING COMPLETE | — |
| Feb 3, 2007 | ALIE | ASSIGNED TO LIE | — |
| Jan 11, 2007 | DRRR | DIVISIONAL REQUEST RECEIVED | — |
| Jan 11, 2007 | PAPER RECEIVED | — | |
| Jan 3, 2007 | 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 3, 2007 | 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 3, 2007 | DOCK | ASSIGNED TO EXAMINER | — |
| Aug 11, 2006 | NWAP | NEW APPLICATION ENTERED | — |