USPTO serial 79244485
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.
Plus Government fees of $975
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Mark D Simpson
Mark D Simpson Saul Ewing Arnstein & Lehr, LLP1500 Market StreetCentre Square West, 38th FloorPhiladelphia, PA 19102| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Finance software for database management for use by financial advisors; banking software for managing bank accounts; financial planning software, namely, software for managing bank accounts; software for planning the purchase of financial, investment and insurance products; scenario planning software for users to identify risks in financial planning; scenario planning software that identifies risks to personal or household financial planning and proposes solutions to address those risks; computer databases, namely, electronic computer database in the field of finance recorded on computer media | ACTIVE | — |
| 035 | Collection and compilation of information into computer databases in the field of business and finance; collection and compilation of personal financial information into computer databases in the field of business and finance; computerized and computer database management; computerized and computer database management for banking and financial services | ACTIVE | — |
| 042 | Computer programming services for commercial analysis and reporting, including computer programming services for commercial analysis and reporting of personal financial planning data; computer services for the computers used in the analysis of data, including personal financial planning data, namely, computer system analysis for computers used in personal financial planning research data; design of computer software for commercial analysis and reporting, including the commercial analysis of personal financial planning data; technical data analysis services, namely, computer security threat analysis for protecting data; design, installation, maintenance, technical consultancy and technical support services being troubleshooting of computer software problems, all relating to computer software, downloadable computer software and cloud-based computer software, all relating to finance software and banking software, financial planning software, software for planning the purchase of financial, investment and insurance products, and scenario planning software, and scenario planning software that identifies risks to personal or household financial planning and proposes solutions to address those risks; design, installation, maintenance, technical consultancy and technical support services being troubleshooting of computer software problems, all relating to finance software and banking software; design, installation, maintenance, technical consultancy and technical support services being troubleshooting of computer software problems, all relating to financial planning software, software for planning the purchase of financial, investment and insurance products, and scenario planning software; design, installation, maintenance, technical consultancy and technical support services being troubleshooting of computer software problems, all relating to scenario planning software that identifies risks to personal or household financial planning and proposes solutions to address those risks; design, installation, maintenance, technical consultancy and technical support services being troubleshooting of computer software problems, all relating to computer databases, namely, electronic computer database in the field of finance recorded on computer media | ACTIVE | — |
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 |
|---|---|---|---|
| Feb 2, 2026 | REM3 | COURTESY REMINDER - SEC. 71 (6-YR) E-MAILED | — |
| May 23, 2021 | FINO | FINAL DECISION TRANSACTION PROCESSED BY IB | — |
| May 3, 2021 | FICS | FINAL DISPOSITION NOTICE SENT TO IB | — |
| May 3, 2021 | FIMP | FINAL DISPOSITION PROCESSED | — |
| May 2, 2021 | FICR | FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB | — |
| Feb 2, 2021 | 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. |
| Nov 17, 2020 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Nov 17, 2020 | 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. |
| Nov 14, 2020 | GPNX | NOTIFICATION PROCESSED BY IB | — |
| Oct 28, 2020 | OPNS | NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB | — |
| Oct 28, 2020 | OP2R | NOTICE OF START OF OPPOSITION PERIOD CREATED, TO BE SENT TO IB | — |
| Oct 28, 2020 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Oct 9, 2020 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Oct 9, 2020 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Oct 9, 2020 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Oct 9, 2020 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Oct 9, 2020 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Oct 9, 2020 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Oct 9, 2020 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Oct 9, 2020 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Oct 9, 2020 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| May 1, 2020 | RFNP | REFUSAL PROCESSED BY IB | — |
| Apr 17, 2020 | OPNX | NOTIFICATION OF POSSIBLE OPPOSITION - PROCESSED BY IB | — |
| Apr 1, 2020 | OPNS | NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB | — |
| Apr 1, 2020 | OPNR | NOTIFICATION OF POSSIBLE OPPOSITION CREATED, TO BE SENT TO IB | — |
| Mar 24, 2020 | 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. |
| Mar 24, 2020 | 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. |
| Mar 24, 2020 | 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 3, 2020 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Mar 3, 2020 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 3, 2020 | 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. |
| Sep 3, 2019 | 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. |
| Sep 3, 2019 | 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. |
| Sep 3, 2019 | 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. |
| Aug 2, 2019 | DOCK | ASSIGNED TO EXAMINER | — |
| Jun 17, 2019 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jun 17, 2019 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 17, 2019 | 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 5, 2019 | RFNT | REFUSAL PROCESSED BY IB | — |
| Dec 15, 2018 | RFCS | NON-FINAL ACTION MAILED - REFUSAL SENT TO IB | — |
| Dec 15, 2018 | RFRR | REFUSAL PROCESSED BY MPU | — |
| Nov 29, 2018 | RFCR | NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW | — |
| Nov 28, 2018 | 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. |
| Nov 27, 2018 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 13, 2018 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Nov 7, 2018 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Nov 1, 2018 | REPR | SN ASSIGNED FOR SECT 66A APPL FROM IB | — |