USPTO serial 79134079
ONE PEAK
Reviewed by CopyMark Law Group
Reg. 4594876Status 706Registered
- Filing date
- Status date
- Registration date
- Sep 2, 2014
- Examiner
- FALK, JONATHAN ROBERT
- Law office
- Historical data usage
What this means
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Current trademark owner
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Jaclyn Elizabeth Diffley
Jaclyn Elizabeth Diffley STOBBS214 W. Tremont AveSuite 303Charlotte, NC 28203Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial and investment services, namely, financial planning and investment advisory services; private equity investment services, namely, financial planning and investment advisory services; capital fund investment services, namely, financial planning and investment advisory services; administration of funds and investments, namely, financial planning and investment advisory services; providing brokerage services for capital investments; providing services in the investment and financial fields, namely, fund investment services, exchange traded funds investment services, investment and insurance brokerage, investment management, asset management, investment advice and advisory services, securities lending, financial, investment, and actuarial consultation, financial and investment research, banking, retirement planning, and annuities investment; providing information in the financial and investment fields; providing information in the financial and investment fields through electronic and other means; providing an interactive website and online computer database in the fields of investing, finance, saving, financial planning, financial news and financial information; analysis in the fields of investing, finance, and financial planning; financial portfolio management; wealth management services, namely, financial planning and investment advisory services; monitoring investment value and performance of investments; evaluation of asset allocation, risk tolerance, financial alternative plans and investment time frames; financial planning and investment advisory services; financial, insurance and actuarial consulting services; electronic funds transfer, wire, and other payment services; providing information by phone, in writing and by online means in the fields of investment account information and financial research; research in the fields of finance, saving, investing, investments, investment brokerage, and asset management | ACTIVE | — |
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 |
|---|---|---|---|
| Jul 16, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jul 16, 2025 | 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 16, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Feb 20, 2025 | NA71 | NOTICE OF ACCEPTANCE OF SEC. 71 - E-MAILED | — |
| Feb 20, 2025 | 71AG | REGISTERED-SEC.71 ACCEPTED | — |
| Feb 18, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Aug 30, 2024 | ES71 | TEAS SECTION 71 RECEIVED | — |
| Nov 5, 2023 | NREP | NEW REPRESENTATIVE AT IB RECEIVED | — |
| Sep 2, 2023 | REM4 | COURTESY REMINDER - SEC. 71 (10-YR) E-MAILED | — |
| Dec 31, 2022 | RNWL | INTERNATIONAL REGISTRATION RENEWED | — |
| Dec 10, 2020 | NA75 | NOTICE OF ACCEPTANCE OF SEC. 71 & 15 - E-MAILED | — |
| Dec 9, 2020 | C75A | REGISTERED - SEC. 71 ACCEPTED & SEC. 15 ACK. | — |
| Dec 9, 2020 | COC. | CORRECTION UNDER SECTION 7 - PROCESSED | — |
| Dec 8, 2020 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Sep 2, 2020 | ES75 | TEAS SECTION 71 & 15 RECEIVED | — |
| Sep 2, 2020 | ES7R | TEAS SECTION 7 REQUEST RECEIVED | — |
| Nov 29, 2019 | ADCH | CHANGE OF NAME/ADDRESS REC'D FROM IB | — |
| Feb 27, 2015 | FINV | FINAL DECISION TRANSACTION PROCESSED BY IB | — |
| Feb 9, 2015 | FICS | FINAL DISPOSITION NOTICE SENT TO IB | — |
| Feb 9, 2015 | FIMP | FINAL DISPOSITION PROCESSED | — |
| Dec 2, 2014 | FICR | FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB | — |
| Sep 2, 2014 | 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. |
| Jun 17, 2014 | 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. |
| Jun 13, 2014 | GPNX | NOTIFICATION PROCESSED BY IB | — |
| May 28, 2014 | OPNS | NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB | — |
| May 28, 2014 | OP2R | NOTICE OF START OF OPPOSITION PERIOD CREATED, TO BE SENT TO IB | — |
| May 28, 2014 | NPUB | NOTICE OF PUBLICATION | — |
| May 15, 2014 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| May 15, 2014 | ALIE | ASSIGNED TO LIE | — |
| May 5, 2014 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Apr 25, 2014 | NREV | NOTICE OF REVIVAL - MAILED | — |
| Apr 25, 2014 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Apr 24, 2014 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Apr 24, 2014 | 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. |
| Apr 24, 2014 | PETG | PETITION TO REVIVE-GRANTED | — |
| Apr 24, 2014 | PROA | TEAS PETITION TO REVIVE RECEIVED | — |
| Nov 14, 2013 | RFNT | REFUSAL PROCESSED BY IB | — |
| Oct 18, 2013 | RFCS | NON-FINAL ACTION MAILED - REFUSAL SENT TO IB | — |
| Oct 17, 2013 | RFRR | REFUSAL PROCESSED BY MPU | — |
| Oct 17, 2013 | RFCR | NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW | — |
| Oct 16, 2013 | 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. |
| Oct 15, 2013 | DOCK | ASSIGNED TO EXAMINER | — |
| Aug 20, 2013 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Aug 16, 2013 | NREP | NEW REPRESENTATIVE AT IB RECEIVED | — |
| Aug 14, 2013 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Aug 13, 2013 | LIMI | LIMITATION FROM ORIGINAL APPLICATION ENTERED | — |
| Aug 9, 2013 | SDRC | SN ASSIGNED FOR SECT 66A SUBSEQ DESIG FROM IB | — |