USPTO serial 79348604
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.
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Rebecca Liebowitz
Rebecca Liebowitz Venable LLPPO Box 34385Washington, DC 20043-9998UNITED STATES| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable computer software, platforms and mobile apps for processing financial transactions; downloadable software for financial management; downloadable computer software for analysing and managing private investments, portfolios and markets for investors, private banks and asset managers; downloadable mobile apps for analysing and managing private investments, portfolios and markets for investors, private banks and asset managers; downloadable computer software for use in financial services applications, namely, for portfolio optimisation and construction, risk management and risk model construction; downloadable mobile apps for use in financial services applications, namely, for portfolio optimisation and construction, risk management and risk model construction; downloadable computer software used to analyse and manage portfolios of top-tier private markets and private equity funds; downloadable computer software for data processing and distribution of information in relation to investments, asset management, investment of assets in securities, infrastructure investment, global mergers and acquisitions, pensions, retirement plans, private markets, investments funds, real estate and real estate funds, venture capital funds, capital investments, capital markets and private equity; downloadable computer application software and cloud software for analysing and managing private investments, portfolios and markets for use by professionals in the investment management industry; downloadable mobile apps for analysing and managing private investments, portfolios and markets for use by professionals in the investment management industry; downloadable computer software, namely, a portfolio management construction tool to build financial investment portfolio; downloadable computer software for chat, chat-room, electronic bulletin board and discussion forum; downloadable computer chat and chatbot software; downloadable collaboration management software platform for managing financial investments | ACTIVE | — |
| 035 | Marketing services in the field of finance; advertising services relating to financial services; providing business information in relation to investments, asset management, investment of assets in securities, infrastructure investment, global mergers and acquisitions, pensions, retirement plans, private markets, investments funds, real estate and real estate funds, venture capital funds, capital investments, capital markets and private equity; business intermediary services relating to the matching of investors, private banks and asset managers with clients; presentation of companies on the internet and other media being advertising services; market research and market studies data analysis services in relation to financial services; information, advisory and consultancy services relating to the aforesaid | ACTIVE | — |
| 036 | Financial information, advice, consultancy and management services relating to investments, asset management, investment of assets in securities, infrastructure investment, global mergers and acquisitions, pensions, retirement plans, private markets, investments funds, real estate and real estate funds, venture capital funds, capital investments, capital markets and private equity; financial advisory and information services for companies, individuals, investors, private banks and asset managers; financial portfolio management, private equity fund development and management of funds; financial investment brokerage; financial market information services; financial analysis and stock research services; computerised financial information services; financial services, namely, advisory and information services and financial management services provided via the Internet; providing financial services in the field of private markets, private equity and asset management through an internet platform and network, namely, information, advice, consultancy and management services; financial services provided to partnerships, namely, information, advice, consultancy and management services; financial advisory and consultancy services relating to the securing of funds, investment, pensions, property, real estate property and buildings, and the acquisition of property; financial services, namely, investment fund transfer and transaction services; trading services, namely, securities options trading; financial services, namely, stock broking, bond brokerage and currency trading; raising of funds for financial purposes, namely, raising money for the private equity funds of others; providing information in the field of financial appraisals via a website; information, advisory and consultancy services relating to the aforesaid | ACTIVE | — |
| 042 | Software-as-a-service (SaaS) featuring non-downloadable software for providing a digital platform for the hosting, managing, developing, tracking, analysing, reporting, maintaining, issuing, viewing, trading, listing, exchanging, transferring, brokering, investing, redeeming, storing, managing and navigating of investments, asset management, investment of assets in securities, infrastructure investment, global mergers and acquisitions, pensions, retirement plans, private markets, investments funds, real estate and real estate funds, venture capital funds, capital investments, capital markets and private equity; platform-as-a-service (PaaS) featuring non-downloadable computer software platforms for providing a digital platform for the hosting, managing, developing, tracking, analysing, reporting, maintaining, issuing, viewing, trading, listing, exchanging, transferring, brokering, investing, redeeming, storing, managing and navigating of investments, asset management, investment of assets in securities, infrastructure investment, global mergers and acquisitions, pensions, retirement plans, private markets, investments funds, real estate and real estate funds, venture capital funds, capital investments, capital markets and private equity; computer software design, development, engineering, integration, research, consulting, installation, implementing, maintenance, updating and support of a software platform in the field of financial investment, private markets and private equity; design, creation, development and programming of a white label software platform in the field of financial investment, private markets and private equity; providing search engines for the internet; providing online non-downloadable software for workflow and business opportunity enablement in the fields of global mergers and acquisitions, private equity and venture capital investing; customer-specific development of computer software; leasing and rental of computer software for hosting, managing, developing, tracking, analysing, reporting, maintaining, issuing, viewing, trading, listing, exchanging, transferring, brokering, investing, redeeming, storing, managing and navigating of investments, asset management, investment of assets in securities, infrastructure investment, global mergers and acquisitions, pensions, retirement plans, private markets, investments funds, real estate and real estate funds, venture capital funds, capital investments, capital markets and private equity; programming of software for Internet portals, chatrooms, chat lines and Internet forums; technical support, namely, troubleshooting and problem-solving services relating to computer software, computer applications, websites, web pages, and use thereof, also via real-time chat; hosting a web site for others featuring technology that enables users to connect with tutors using video, audio, text and chat room communication; information, advisory and consultancy services relating to the aforesaid; providing online non-downloadable software for providing online chat room in which users can consult with a call centre in real time | 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 14, 2025 | NREP | NEW REPRESENTATIVE AT IB RECEIVED | — |
| Nov 17, 2024 | FINO | FINAL DECISION TRANSACTION PROCESSED BY IB | — |
| Oct 26, 2024 | FICS | FINAL DISPOSITION NOTICE SENT TO IB | — |
| Oct 26, 2024 | FIMP | FINAL DISPOSITION PROCESSED | — |
| Jul 30, 2024 | FICR | FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB | — |
| Apr 30, 2024 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Apr 30, 2024 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Apr 30, 2024 | 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 24, 2024 | ETOP | EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED | — |
| Feb 26, 2024 | OPNX | NOTIFICATION OF POSSIBLE OPPOSITION - PROCESSED BY IB | — |
| Feb 7, 2024 | OPNS | NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB | — |
| Feb 7, 2024 | OPNR | NOTIFICATION OF POSSIBLE OPPOSITION CREATED, TO BE SENT TO IB | — |
| Dec 7, 2023 | ETOF | EXTENSION OF TIME TO OPPOSE RECEIVED | — |
| Nov 14, 2023 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Nov 14, 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. |
| Nov 13, 2023 | GPNX | NOTIFICATION PROCESSED BY IB | — |
| Oct 25, 2023 | OPNS | NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB | — |
| Oct 25, 2023 | OP2R | NOTICE OF START OF OPPOSITION PERIOD CREATED, TO BE SENT TO IB | — |
| Oct 25, 2023 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Oct 6, 2023 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Oct 6, 2023 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Oct 6, 2023 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Oct 6, 2023 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Oct 6, 2023 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jul 31, 2023 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Jul 31, 2023 | 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. |
| Jul 31, 2023 | 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. |
| Jun 30, 2023 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jun 30, 2023 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 30, 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. |
| Mar 29, 2023 | RFNP | REFUSAL PROCESSED BY IB | — |
| Mar 3, 2023 | RFCS | NON-FINAL ACTION MAILED - REFUSAL SENT TO IB | — |
| Mar 2, 2023 | RFRR | REFUSAL PROCESSED BY MPU | — |
| Jan 10, 2023 | RFCR | NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW | — |
| Jan 9, 2023 | 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. |
| Jan 6, 2023 | DOCK | ASSIGNED TO EXAMINER | — |
| Dec 3, 2022 | ADCH | CHANGE OF NAME/ADDRESS REC'D FROM IB | — |
| Sep 6, 2022 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Sep 2, 2022 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Sep 1, 2022 | REPR | SN ASSIGNED FOR SECT 66A APPL FROM IB | — |