USPTO serial 78947419
HOLT
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jul 15, 2008
- 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
LONDON, GB
New York, NY, US
New York, NY, US
ZURICH, CH
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 | Jan 31, 2002 |
| 035 | Providing methodology, metrics and data for analyzing performance and valuation of companies | ACTIVE | Jan 31, 2002 |
| 036 | Financial planning and investment advisory services | ACTIVE | Jan 31, 2002 |
| 041 | Educational services, namely, conducting training sessions, seminars, workshops, and classes, which provide instruction in techniques for evaluation of securities and company performance | ACTIVE | Jan 31, 2002 |
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 UBS AG LONDON BRANCH
- Other trademarks owned by CSFB HOLT LLC
- Other trademarks owned by CSFB HOLT LLC
- Other trademarks owned by UBS GROUP AG
- Other trademarks owned by UBS SECURITIES LLC
- Other trademarks in Class 016
- Other trademarks in Class 035
- Other trademarks in Class 036
- Other trademarks in Class 041
- Similar marks named HOLT
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
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 | — |
| Jul 30, 2018 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Jul 30, 2018 | 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. |
| Jul 30, 2018 | 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. |
| Jul 30, 2018 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jul 16, 2018 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Jul 15, 2017 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Jul 31, 2014 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Jul 31, 2014 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Jul 31, 2014 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jul 15, 2014 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Jun 25, 2013 | 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 | — |
| Jul 15, 2008 | 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 29, 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. |
| Apr 9, 2008 | NPUB | NOTICE OF PUBLICATION | — |
| Mar 21, 2008 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Mar 21, 2008 | ALIE | ASSIGNED TO LIE | — |
| Mar 3, 2008 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Feb 22, 2008 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Feb 22, 2008 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Feb 22, 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. |
| Feb 22, 2008 | 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. |
| Feb 22, 2008 | 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. |
| Feb 22, 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. |
| Feb 21, 2008 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Feb 21, 2008 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Feb 21, 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 | 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. |
| Jan 30, 2008 | 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 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 | IUAA | USE AMENDMENT ACCEPTED | — |
| Jan 18, 2008 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jan 18, 2008 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jan 18, 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 16, 2008 | AUPC | AMENDMENT TO USE PROCESSING COMPLETE | — |
| Jan 16, 2008 | IUAF | USE AMENDMENT FILED | — |
| Jan 15, 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 | — |