USPTO serial 79292373
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.
David J. Byer
David J. Byer K&L Gates LLPSuite 29001 Congress StreetBoston, MA 02114-2023| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Company administration in the nature of business administration; secretarial services; operation and management of companies and other legal entities, namely, business management services, operation of a business for others in the nature financial management; business advisory, consultancy and information services relating to corporate governance; accounting services; business administration services; business and commercial information services; compilation and systemisation of information into databases; database management; business enquiries; business administration services for the processing of transactions and customer information; financial market and marketing research and studies in the nature of providing financial indices of select securities to enable customers to evaluate investments and market trends in the securities market; marketing research; advisory, consultancy and information services relating to all the aforesaid services | ACTIVE | — |
| 036 | Financial restructuring services; financial asset management and advisory services; investment management and advisory services; venture capital fund management and advisory services; investment and trust company services, namely, operation and management of investment trusts; investment and savings banking services, namely, provision of investment trust share plans and children's savings plans; provision of saving account services; insurance agency services; reinsurance underwriting; issue and administration of life insurance and annuity contracts; reinsurance underwriting of life insurance and annuity contracts of other licensed insurers; administration of investment accounts which fund the benefits underlying life insurance and annuity contracts; financial management and administration of pension funds; financial management and administration of and provision of financial information related to collective investment schemes, open ended investment companies, unit trusts and mutual funds; provision, management and administration of life funds; banking services in the nature of provision of personal equity plans and investment savings accounts; pensions financial management and financial advisory services; financial management and advisory services; financial valuations, financial sponsorship of sporting events or sporting competitions; structured investment and investment product management and advisory services; guaranteed investment and investment product management and advisory services; financial planning services, namely, designing, developing, arranging and managing structured investments and investment products; economic, analysis and research services in the nature of business equity analysis and research; financial and investment analysis and research services; savings account and investment management consultancy services; administration of investment funds, investment products and investment services, in the nature of financial administration of employee pension plans; financial and investment management, consultancy and advisory services for institutional clients in particular charities, local authority pension funds, company pension funds and family trusts; financial portfolio management services, in the nature of dealing in financial instruments, securities, equities, bonds, derivatives, swaps, futures and options; personal financial planning; private portfolio investment management and advice services; provision of advice in the field of investment, finance, mutual fund and employee pensions services; investment risk management, analysis; investment brokerage services; investment performance management, analysis; real estate investment services; alternative investment management and advisory services; alternative structured investment management and advisory services; quantitative investment management and advisory services; derivatives based investment management and advisory services; financial derivatives consultancy services; investment consultancy; share registrar services for financial bondholders and shareholders; financial transfer agent services, namely, commodity trading for others; investment underwriting services, in the nature of underwriting of securities; tax advisory and financial advisory services relating to taxation; investment risk analysis and financial risk analysis services; financial information services provided by access to a computer database; technology based financial portfolio management services; advisory, consultancy and information services relating to all the aforesaid services | ACTIVE | — |
| 041 | Education, training, tuition and teaching services in the nature of online classes and seminars relating to financial and investment matters; provision of seminars, conferences and symposiums on financial and investment matters; advisory, consultancy and information services relating to all the aforesaid services | 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 |
|---|---|---|---|
| Aug 27, 2026 | ADCH | CHANGE OF NAME/ADDRESS REC'D FROM IB | — |
| Jun 29, 2026 | REM3 | COURTESY REMINDER - SEC. 71 (6-YR) E-MAILED | — |
| Feb 19, 2026 | NREP | NEW REPRESENTATIVE AT IB RECEIVED | — |
| Feb 19, 2026 | NREP | NEW REPRESENTATIVE AT IB RECEIVED | — |
| Feb 19, 2026 | NREP | NEW REPRESENTATIVE AT IB RECEIVED | — |
| Jun 25, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 25, 2025 | ECDR | TEAS CHANGE OF DOMESTIC REPRESENTATIVES ADDRESS | — |
| Jun 25, 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. |
| Jun 25, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jun 25, 2025 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jun 25, 2025 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Oct 25, 2024 | ADCH | CHANGE OF NAME/ADDRESS REC'D FROM IB | — |
| Feb 5, 2023 | NREP | NEW REPRESENTATIVE AT IB RECEIVED | — |
| Nov 11, 2022 | NREP | NEW REPRESENTATIVE AT IB RECEIVED | — |
| Nov 15, 2021 | FINO | FINAL DECISION TRANSACTION PROCESSED BY IB | — |
| Oct 21, 2021 | FICS | FINAL DISPOSITION NOTICE SENT TO IB | — |
| Oct 20, 2021 | FIMP | FINAL DISPOSITION PROCESSED | — |
| Sep 29, 2021 | FICR | FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB | — |
| Jun 29, 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. |
| Apr 13, 2021 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Apr 13, 2021 | 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 12, 2021 | GPNX | NOTIFICATION PROCESSED BY IB | — |
| Mar 24, 2021 | OPNS | NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB | — |
| Mar 24, 2021 | OP2R | NOTICE OF START OF OPPOSITION PERIOD CREATED, TO BE SENT TO IB | — |
| Mar 24, 2021 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Mar 5, 2021 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 3, 2021 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Mar 2, 2021 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 2, 2021 | 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. |
| Mar 2, 2021 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Mar 2, 2021 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Mar 2, 2021 | 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. |
| Mar 2, 2021 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Mar 2, 2021 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Nov 14, 2020 | RFNT | REFUSAL PROCESSED BY IB | — |
| Oct 24, 2020 | RFCS | NON-FINAL ACTION MAILED - REFUSAL SENT TO IB | — |
| Oct 24, 2020 | RFRR | REFUSAL PROCESSED BY MPU | — |
| Oct 2, 2020 | RFCR | NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW | — |
| Oct 1, 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. |
| Sep 25, 2020 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 1, 2020 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Aug 28, 2020 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Aug 27, 2020 | REPR | SN ASSIGNED FOR SECT 66A APPL FROM IB | — |