USPTO serial 79341127
CLMI
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Sep 5, 2023
- Examiner
- OJEYEMI, ASHLEY CHRISTINE
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
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.
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Current trademark owner
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File a new U.S. trademark application, or speak with our attorneys.
Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Sean F. Mellino
Sean F. Mellino McDonald Hopkins LLC600 SUPERIOR AVENUE EAST, SUITE 2100CLEVELAND, OH 44114United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable software in the field of client and customer data and relationship management; Downloadable computer software for use in customer relationship management; downloadable computer software, Downloadable computer software applications and downloadable computer software platforms for data and relationship management; Downloadable computer software, downloadable computer software applications and downloadable computer software platforms for collecting, analysing and presenting client and customer data in order to identify and nurture prospective clients, onboard clients, manage client and customer communications, tasks and cases, service clients and customers, ensure compliance, manage client data, re-engage and market to clients and customers; downloadable computer software, downloadable computer software applications and downloadable computer software platforms specifically for use in the field of wealth management and private banking; downloadable computer software, downloadable computer software applications and downloadable computer software platforms for client outreach, client, acquisition, client conversion, client retention, and for encouraging client loyalty; downloadable computer software, downloadable computer software applications and downloadable computer software platforms for sharing and transferring customer and client data across a business and for management of that customer data and relationship; Downloadable computer software for regulatory and compliance assurance and checks | ACTIVE | — |
| 035 | Management of sales and marketing leads and prospective client pipelines in the field of banking, financial services, investments, wealth management and asset management; Customer relationship management | ACTIVE | — |
| 042 | Software-as-a-Service (SaaS) services utilising and offering computer software integrations to deliver customer data and relationship management systems and platforms; Software-as-a-Service (SaaS) services for client and customer relationship management; Software-as-a-Service (SaaS) services for collecting, analysing and presenting client and customer data in order to identify and nurture prospective clients, onboard clients, manage client and customer communications, tasks and cases, service clients and customers, ensure compliance, manage client data, re-engage and market to clients and customers; Software-as-a-Service (SaaS) services for use in the field of wealth management and private banking; Software-as-a-Service (SaaS) services for client outreach, client, acquisition, client conversion, client retention, and for encouraging client loyalty; Software-as-a-Service (SaaS) services for sharing and transferring customer and client data across a business and for management of that customer data and relationship; platforms for artificial intelligence as Software-as-a-Service (SaaS) services in the fields of wealth management and private banking and customer data and relationship management; providing online non-downloadable software for use in customer relationship management; Software-as-a-Service (SaaS) services for regulatory and compliance assurance and checks | 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 Wealth Dynamics Limited
- Other trademarks owned by Wealth Dynamics Limited
- Other trademarks owned by Wealth Dynamics Limited
- Other trademarks in Class 009
- Other trademarks in Class 035
- Other trademarks in Class 042
- Similar marks named CLMI
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| May 22, 2024 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| May 22, 2024 | ECDR | TEAS CHANGE OF DOMESTIC REPRESENTATIVES ADDRESS | — |
| May 22, 2024 | 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 22, 2024 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| May 22, 2024 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| May 22, 2024 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Dec 26, 2023 | FINO | FINAL DECISION TRANSACTION PROCESSED BY IB | — |
| Dec 6, 2023 | FICS | FINAL DISPOSITION NOTICE SENT TO IB | — |
| Dec 6, 2023 | FIMP | FINAL DISPOSITION PROCESSED | — |
| Dec 5, 2023 | FICR | FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB | — |
| Sep 5, 2023 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Sep 5, 2023 | 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 20, 2023 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jun 20, 2023 | 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 19, 2023 | GPNX | NOTIFICATION PROCESSED BY IB | — |
| May 31, 2023 | OPNS | NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB | — |
| May 31, 2023 | OP2R | NOTICE OF START OF OPPOSITION PERIOD CREATED, TO BE SENT TO IB | — |
| May 31, 2023 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| May 12, 2023 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| May 5, 2023 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 4, 2023 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 4, 2023 | 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 4, 2023 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| May 4, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| May 4, 2023 | ECDR | TEAS CHANGE OF DOMESTIC REPRESENTATIVES ADDRESS | — |
| May 4, 2023 | 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 4, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| May 4, 2023 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Mar 24, 2023 | NREP | NEW REPRESENTATIVE AT IB RECEIVED | — |
| Nov 27, 2022 | RFNT | REFUSAL PROCESSED BY IB | — |
| Nov 4, 2022 | RFCS | NON-FINAL ACTION MAILED - REFUSAL SENT TO IB | — |
| Nov 4, 2022 | RFRR | REFUSAL PROCESSED BY MPU | — |
| Sep 8, 2022 | RFCR | NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW | — |
| Sep 7, 2022 | 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 5, 2022 | DOCK | ASSIGNED TO EXAMINER | — |
| May 31, 2022 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| May 27, 2022 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| May 26, 2022 | REPR | SN ASSIGNED FOR SECT 66A APPL FROM IB | — |