USPTO serial 79349017
2XIDEAS
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jan 2, 2024
- Examiner
- CORWIN, KEVIN SCOTT
- 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.
J. Scott Gerien
J. Scott Gerien Dickenson, Peatman & Fogarty1500 First Street, Ste. 200Napa, CA 94559UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial and monetary affairs, financial services, and financial consultation, namely, estate planning as it relates to inheritance and succession; Financial management, namely, brokerage of investment of wealth and estates particular particularly as it relates to the investment of wealth and estates in funds and other financial instruments, shares, raw materials and derivatives; Estate planning as it relates to credit brokerage, development, creation and presentation of proposals for others for wealth and estate investment; Financial management and wealth management services as they relates to the development and brokerage of wealth and estate investment strategies; Financial consultation as it relates to wealth and estates and with respect to wealth and estate investment, creation of wealth and estate investment projects, and financial transactions; Financial consultation as it relates to brokerage and wealth and estate investment brokerage and financial affairs, in particular in the fields of corporate finance, mergers, acquisitions and funds, and capital investment; Financial analysis; Providing stock market information, in particular with respect to the trading of financial securities, especially fund securities, options, derivatives, precious metals and currencies; Foreign exchange transactions; Financial consulting services, namely, establishing fiscal expert reports and estimates, financial evaluation and valuation of assets in the nature of financial investments and of companies, wealth, estates, real property, intellectual property rights, and licenses; Financial services in the nature of wealth management services and estate trust management; Real estate affairs, namely, real estate investment consultancy, operation of real estate hedge funds, real estate financing services, and real estate management; Wealth management services, estate planning, and management of portfolios comprising securities, all particularly in relation to investment funds and fund securities, security deposits, and real estate; Securities deposit services as it relates to the deposit of securities and bonds; Financial valuations as it relates to stocks of goods for financial purposes, not including inventorying goods for inventory management purposes; Financial consulting, namely, financial and fiscal consulting in connection with setting up, purchase, sale, transformation, stabilizing, reorganizing, merging, succession planning and liquidation of companies; Providing news in the fields of finance and monetary affairs; Providing financial information via a global computer network, particularly in relation to finance, monetary affairs, management of wealth and estate, investment of wealth and estates, and financial information as it relates to tax consulting; Preparation of financial reports for others; Providing financial information by computer networks, particularly the Internet; Financial consulting services for all the aforesaid services as it relates to wealth and estate investment, financial planning, financial analyses, and to financial management; Financial analysis, namely, investment analysis services; Financial asset management; Financial asset and financial portfolio management; Providing advice with respect to investment management; Consultancy services relating to personal finances; Computerized financial services, namely, financial investment brokerage services, all provided via the Internet; Brokerage, namely, brokerage services in the field of securities and commodities investing; Provident fund services, namely, financial administration of employee retirement plans; Stock and bonds brokerage; Estate trust management as it relates to the establishment of financial trusts; Financial analysis and providing financial information; Financial evaluation and financial analysis of securities investment opportunities; Financial services, namely, wealth management services and financial consulting services; Financial research; Fund management for private clients, namely, management of private equity funds; Cash management services; Investment of funds for others in the field of international investment funds; Investment management, investment brokerage, and investment consultation services; Capital investment; Investment management; Capital management, namely, financial services in the nature of wealth management services; Financial management, financial analysis, and information services in the nature of providing financial information; Brokerage services in relation to capital investments, namely, financial investment brokerage; Brokerage services with respect to collective investments, namely, financial investment brokerage; Establishing mutual funds for others; Financial services in the nature of wealth management services; Management of securities portfolios, namely, management of listed securities; Management of financial assets; Fund management, namely venture capital fund management, management of private equity funds, management of a capital investment fund; Financial management, namely, management of hedge funds; Providing stock market information; Financial information services and providing advice in the field of finance; Providing information, consultant services and providing advice in the field of investment banking services; Providing financial information online; Providing information on securities markets | 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.
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Sep 10, 2026 | NREP | NEW REPRESENTATIVE AT IB RECEIVED | — |
| Jan 16, 2025 | ADCH | CHANGE OF NAME/ADDRESS REC'D FROM IB | — |
| Apr 29, 2024 | FINO | FINAL DECISION TRANSACTION PROCESSED BY IB | — |
| Apr 8, 2024 | FICS | FINAL DISPOSITION NOTICE SENT TO IB | — |
| Apr 8, 2024 | FIMP | FINAL DISPOSITION PROCESSED | — |
| Apr 2, 2024 | FICR | FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB | — |
| Jan 2, 2024 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Jan 2, 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. |
| Oct 17, 2023 | GPNX | NOTIFICATION PROCESSED BY IB | — |
| Oct 17, 2023 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Oct 17, 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. |
| Sep 30, 2023 | ADCH | CHANGE OF NAME/ADDRESS REC'D FROM IB | — |
| Sep 27, 2023 | OPNS | NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB | — |
| Sep 27, 2023 | OP2R | NOTICE OF START OF OPPOSITION PERIOD CREATED, TO BE SENT TO IB | — |
| Sep 27, 2023 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Sep 13, 2023 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Sep 12, 2023 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 11, 2023 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 11, 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. |
| Apr 6, 2023 | RFNT | REFUSAL PROCESSED BY IB | — |
| Mar 14, 2023 | RFCS | NON-FINAL ACTION MAILED - REFUSAL SENT TO IB | — |
| Mar 14, 2023 | RFRR | REFUSAL PROCESSED BY MPU | — |
| Jan 19, 2023 | RFCR | NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW | — |
| Jan 18, 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. |
| Dec 12, 2022 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 13, 2022 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Sep 9, 2022 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Sep 8, 2022 | REPR | SN ASSIGNED FOR SECT 66A APPL FROM IB | — |