USPTO serial 79293610
Reviewed by CopyMark Law Group
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
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.
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable computer software for database management for use by financial advisors; Recorded computer software for database management for use by financial advisors; Downloadable computer software for producing financial models; Recorded computer software for producing financial models; Downloadable computer software for managing bank accounts, pension accounts, loan accounts, equity accounts and retirement savings accounts; Recorded computer software for managing bank accounts, pension accounts, loan accounts, equity accounts and retirement savings accounts; Downloadable computer software for use in creating and monitoring budgets, financial plans, financial investments, loan repayments and retirement savings plans; Recorded computer software for use in creating and monitoring budgets, financial plans, financial investments, loan repayments and retirement savings plans; Downloadable computer application software for mobile phones for database management for use by financial advisors; Downloadable computer application software for mobile phones for producing financial models; Downloadable computer application software for mobile phones for managing bank accounts, pension accounts, loan accounts, equity accounts and retirement savings accounts; Downloadable computer application software for mobile phones for use in creating and monitoring budgets, financial plans, financial investments, loan repayments and retirement savings plans; Downloadable electronic publications in the nature of brochures, newsletters, magazines, guides and manuals in the fields of financial planning, retirement planning, equity financing, mortgage lending, financial investment, and financial portfolio management; Downloadable and recorded computer programs relating to loan services, equity financing and pension plans and schemes for analysing financial data, evaluating an applicant's financial position and advising clients | ACTIVE | — |
| 036 | Financing services for securing of funds, namely, sourcing and securing loans and mortgages from third party financial services providers; Financial administration of pension funds and schemes; Annuity services, namely, underwriting, issuance, investment management and administration of annuities; Capital investment services; Equity financing; Equity release services, namely, providing home equity lines of credit; Fiscal valuations; Consumer lending services, namely, mortgage lending and provision of home equity lines of credit; Financial investments, namely, equity capital investment; Mortgage lending for residential properties; Mortgage financing, namely, lending on mortgage; Capital investment; Financial portfolio management; Providing financial assessment services to retirees and the elderly; Financial intermediary services, namely, facilitating the channelling of funds between lenders and borrowers by connecting those with a financial surplus with those having a financial deficit; Financial management; Financial modelling, namely, financial forecasting and budget analysis; Financing of home loans; Security services, namely, guaranteeing loans; Financing of guaranteed loans, namely, providing loans secured by residential real property; Insurance services, including in relation to mortgage and household insurance, namely, underwriting, issuance and administration of mortgage, property, and life insurance; Investment management services; Life assurance brokerage, namely, life insurance brokerage; Loan financing; Loan services; Financial management of pension funds and schemes; Mortgage services, including reverse mortgages, namely, mortgage financing services and mortgage procurement for others; Mortgage banking and brokerage; Mortgage and savings services, namely, savings and loan services; Mortgage financing services; Mortgage protection policies, namely, underwriting, issuance and administration of mortgage guarantee insurance; Financial management of pension and retirement and superannuation plans and funds; Financial pension fund management; Pension plan services, namely, financial management and administration of pension plans; Pension scheme services, namely, financial management and administration of pension schemes; Home loan services, namely, home equity loans; Advisory, consultancy and information services, including online, in relation to aforesaid services; Advisory, consultancy and information services in relation to finance and investment for retirement, financial planning and wealth creation, financial matters, personal finance, personal financial planning, money management, financial retirement plans, financial risk management, taxation implications of financial and investment decisions and reverse mortgages financing; Administration of financial affairs, namely, managing the financial affairs of individuals, couples and families; Financial advice; Financial planning; Financial investment research services; Financial investment analysis; Financial investment planning; Financial pension advisory and consultancy services; Preparation and analysis of financial reports; Real estate valuation | ACTIVE | — |
| 042 | Online provision of non-downloadable web-based software and applications for use in database management and for producing financial models for use by financial advisors; Online provision of non-downloadable web-based software and applications for managing bank accounts, pension accounts, loan accounts, equity accounts and retirement savings accounts; Online provision of non-downloadable web-based software and applications for use in creating and monitoring budgets, financial plans, financial investments, loan repayments and retirement savings plans; Hosting digital content on the Internet, namely, hosting of databases; Software as a service (Saas), namely, hosting software for database management for use by financial advisors; Software as a service (Saas), namely, hosting software for producing financial models; Software as a service (Saas), namely, hosting software for managing bank accounts, pension accounts, loan accounts, equity accounts and retirement savings accounts; Software as a service (Saas), namely, hosting software for use in creating and monitoring budgets, financial plans, financial investments, loan repayments and retirement savings plans; All of the foregoing in relation to banking, loan services, equity financing and pension plans and schemes; computer support services, namely, computer programming and software installation, and repair, upgrading, updating and maintenance of software; Computer software design and development | 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 |
|---|---|---|---|
| Oct 10, 2022 | FINO | FINAL DECISION TRANSACTION PROCESSED BY IB | — |
| Sep 15, 2022 | FICS | FINAL DISPOSITION NOTICE SENT TO IB | — |
| Sep 15, 2022 | FIMP | FINAL DISPOSITION PROCESSED | — |
| Aug 31, 2022 | FICR | FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB | — |
| May 31, 2022 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| May 31, 2022 | 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. |
| Mar 21, 2022 | GPNX | NOTIFICATION PROCESSED BY IB | — |
| Mar 20, 2022 | OPNX | NOTIFICATION OF POSSIBLE OPPOSITION - PROCESSED BY IB | — |
| Mar 15, 2022 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Mar 15, 2022 | 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. |
| Mar 2, 2022 | OPNS | NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB | — |
| Mar 2, 2022 | OPNR | NOTIFICATION OF POSSIBLE OPPOSITION CREATED, TO BE SENT TO IB | — |
| Feb 23, 2022 | OPNS | NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB | — |
| Feb 23, 2022 | OP2R | NOTICE OF START OF OPPOSITION PERIOD CREATED, TO BE SENT TO IB | — |
| Feb 23, 2022 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Feb 8, 2022 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Feb 8, 2022 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Feb 8, 2022 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Feb 8, 2022 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Feb 8, 2022 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jan 10, 2022 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Jan 10, 2022 | GNFR | FINAL REFUSAL E-MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Jan 10, 2022 | CNFR | FINAL REFUSAL WRITTEN | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Jan 7, 2022 | ADCH | CHANGE OF NAME/ADDRESS REC'D FROM IB | — |
| Dec 1, 2021 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Nov 30, 2021 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Nov 30, 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. |
| May 31, 2021 | 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. |
| May 31, 2021 | 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. |
| May 31, 2021 | 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. |
| Apr 16, 2021 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Apr 15, 2021 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Apr 15, 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. |
| Jan 20, 2021 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jan 20, 2021 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jan 20, 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. |
| Jan 20, 2021 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jan 20, 2021 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Nov 9, 2020 | RFNT | REFUSAL PROCESSED BY IB | — |
| Oct 21, 2020 | RFCS | NON-FINAL ACTION MAILED - REFUSAL SENT TO IB | — |
| Oct 21, 2020 | RFRR | REFUSAL PROCESSED BY MPU | — |
| Sep 24, 2020 | RFCR | NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW | — |
| Sep 23, 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 22, 2020 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Sep 18, 2020 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 18, 2020 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Sep 17, 2020 | REPR | SN ASSIGNED FOR SECT 66A APPL FROM IB | — |