USPTO serial 79362892
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, namely, software for use in connection with financial advisory services for wealth management and for financial administration of securities and data processing of securities comprising database and data registration of market prices, static data and trades;and excluding computer programs and software targeted at the travel, air transport and tourism industry; all the aforementioned goods being related to software for family offices, funds, asset managers, trusts, foundations, endowments and other investors and wealth owners. | ACTIVE | — |
| 035 | Book-keeping and accounting services; administration of securities, namely, administrative accounting, recording transactions, and recording ownership for securities across listed and unlisted asset classes; administration of securities, namely, providing financial oversight and reporting for securities across listed and unlisted asset classes in the nature of providing and updating a financial index of securities values and classification, analysis, and reporting thereof and preparing financial reports for others | ACTIVE | — |
| 036 | Financial advisory services; financial investment services in the field of wealth management; financial information; financial risk management and risk assessment services; financial management; financial planning services; preparation and financial analysis of financial reports | ACTIVE | — |
| 042 | Design, development and maintenance of computer software; providing of non-downloadable computer software online for wealth management; hosting and operation of online computer systems for others including related installations, namely, featuring wealth management software; providing of software as a service (SaaS) to others featuring software for wealth management; all the aforesaid services excluding services in relation to software, computer systems and Software as a Service targeted at the travel, air transport and tourism industry; all the aforementioned services being related to software for family offices, funds, asset managers, trusts, foundations, endowments and other investors and wealth owners. | 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 |
|---|---|---|---|
| Jul 23, 2025 | CHLD | CHANGE OF OWNER RECEIVED FROM IB | — |
| Mar 1, 2025 | FINO | FINAL DECISION TRANSACTION PROCESSED BY IB | — |
| Feb 6, 2025 | FICS | FINAL DISPOSITION NOTICE SENT TO IB | — |
| Feb 6, 2025 | FIMP | FINAL DISPOSITION PROCESSED | — |
| Jan 21, 2025 | CORN | CORRECTION FROM THE IB EXAMINED, NO ACTION IS NEEDED | — |
| Jan 21, 2025 | LIMN | LIMITATION FROM THE IB EXAMINED, NO ACTION IS NEEDED | — |
| Dec 21, 2024 | CRCV | CORRECTION TRANSACTION RECEIVED FROM IB | — |
| Dec 20, 2024 | LIMG | LIMITATION OF GOODS RECEIVED FROM IB | — |
| Oct 30, 2024 | FICR | FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB | — |
| Aug 3, 2024 | OPNX | NOTIFICATION OF POSSIBLE OPPOSITION - PROCESSED BY IB | — |
| Jul 30, 2024 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Jul 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. |
| Jul 15, 2024 | OPNS | NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB | — |
| Jul 14, 2024 | OPNR | NOTIFICATION OF POSSIBLE OPPOSITION CREATED, TO BE SENT TO IB | — |
| Jun 21, 2024 | LIME | LIMITATION FROM THE IB EXAMINED AND ENTERED | — |
| May 14, 2024 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| May 14, 2024 | 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 24, 2024 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Apr 8, 2024 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Apr 8, 2024 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Apr 8, 2024 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Apr 8, 2024 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Apr 8, 2024 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Apr 6, 2024 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Apr 4, 2024 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Apr 4, 2024 | 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 3, 2024 | LIMG | LIMITATION OF GOODS RECEIVED FROM IB | — |
| Nov 21, 2023 | ATRV | ATTORNEY REVIEW COMPLETED | — |
| Nov 6, 2023 | LIME | LIMITATION FROM THE IB - REQUEST EXAM REVIEW | — |
| Oct 25, 2023 | RFNT | REFUSAL PROCESSED BY IB | — |
| Oct 14, 2023 | LIMG | LIMITATION OF GOODS RECEIVED FROM IB | — |
| Oct 5, 2023 | RFCS | NON-FINAL ACTION MAILED - REFUSAL SENT TO IB | — |
| Oct 4, 2023 | RFRR | REFUSAL PROCESSED BY MPU | — |
| Sep 25, 2023 | RFCR | NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW | — |
| Sep 25, 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. |
| Sep 13, 2023 | DOCK | ASSIGNED TO EXAMINER | — |
| Feb 21, 2023 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Feb 17, 2023 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Feb 16, 2023 | REPR | SN ASSIGNED FOR SECT 66A APPL FROM IB | — |