USPTO serial 79275451
PHI-A
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Oct 6, 2020
- Examiner
- HAN, DAWN L
- 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
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Justin Brown
Justin Brown Brown Brothers Law LLP1827 harley driveann arbor, MI 48103United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable mobile applications in the fields of asset management, financial analysis and investment for monitoring sector rotations and market phases, identifying market trends and opportunities, and setting financial asset management strategies for stocks investment | ACTIVE | — |
| 036 | Analysis of financial data; providing advice in financing, investment, and financial asset management; capital investment, financing and financial asset management services; financial risk assessment services and financial risk management services; conducting of financial affairs on-line, namely providing an on-line searchable database featuring financial information and financial advice for monitoring sector rotations and market phases, identifying market trends and opportunities, and setting financial asset management strategies for stocks investment; none of foregoing services in connection with debt collection | ACTIVE | — |
| 042 | Software as a service (SaaS) in the fields of asset management, financial analysis and investment featuring software services for monitoring sector rotations and market phases, identifying market trends and opportunities, and setting financial asset management strategies for stocks investment; platform as a service (PaaS) in the fields of asset management, financial analysis and investment featuring computer software platforms for monitoring sector rotations and market phases, identifying market trends and opportunities, and setting financial asset management strategies for stocks investment; design, development, maintenance and updating of online websites, Internet website portals and online web hosting platforms, all for third parties and in the fields of asset management, financial analysis and investment; analysis of technical data in the fields of financial management; algorithm software development in the fields of asset management, financial analysis and investment | 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.
- Other trademarks owned by PHIADVISOR
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- Other trademarks owned by 1,618 ADVISORS
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- Other trademarks in Class 036
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 6, 2026 | ES75 | TEAS SECTION 71 & 15 RECEIVED | — |
| Oct 4, 2026 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Oct 4, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Oct 4, 2026 | 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 4, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Oct 6, 2025 | REM3 | COURTESY REMINDER - SEC. 71 (6-YR) E-MAILED | — |
| Jul 2, 2022 | NREP | NEW REPRESENTATIVE AT IB RECEIVED | — |
| Feb 14, 2021 | FINO | FINAL DECISION TRANSACTION PROCESSED BY IB | — |
| Jan 23, 2021 | FICS | FINAL DISPOSITION NOTICE SENT TO IB | — |
| Jan 23, 2021 | FIMP | FINAL DISPOSITION PROCESSED | — |
| Jan 6, 2021 | FICR | FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB | — |
| Oct 6, 2020 | 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. |
| Sep 4, 2020 | ADCH | CHANGE OF NAME/ADDRESS REC'D FROM IB | — |
| Jul 31, 2020 | GPNX | NOTIFICATION PROCESSED BY IB | — |
| Jul 21, 2020 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jul 21, 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. |
| Jul 15, 2020 | OPNS | NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB | — |
| Jul 15, 2020 | OP2R | NOTICE OF START OF OPPOSITION PERIOD CREATED, TO BE SENT TO IB | — |
| Jul 1, 2020 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jun 15, 2020 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| May 20, 2020 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 19, 2020 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 19, 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. |
| May 18, 2020 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| May 18, 2020 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| May 18, 2020 | 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. |
| May 18, 2020 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| May 18, 2020 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Mar 27, 2020 | RFNT | REFUSAL PROCESSED BY IB | — |
| Mar 7, 2020 | RFCS | NON-FINAL ACTION MAILED - REFUSAL SENT TO IB | — |
| Mar 7, 2020 | RFRR | REFUSAL PROCESSED BY MPU | — |
| Feb 15, 2020 | RFCR | NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW | — |
| Feb 14, 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. |
| Feb 8, 2020 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 14, 2020 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Jan 10, 2020 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jan 9, 2020 | LIMI | LIMITATION FROM ORIGINAL APPLICATION ENTERED | — |
| Jan 2, 2020 | REPR | SN ASSIGNED FOR SECT 66A APPL FROM IB | — |