USPTO serial 85189909
UNIFIED INCOMEPLAN
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Dec 13, 2011
- Examiner
- RINGLE, JAMES W
- Law office
- GENERIC WEB UPDATE
What this means
Status 800 means the registration was renewed after acceptable combined Section 8 and Section 9 filings. The mark remains registered for another 10-year term with active federal protection. Calendar the next Section 8 and 9 deadline in 10 years and maintain monitoring.
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Owner
Lexington, KY, US
MID ATLANTIC CAPITAL GROUP, INC.
Pittsburgh, PA, US
Lexington, KY, US
Lexington, KY, US
NASHVILLE, TN, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Jennifer L. Dean
Jennifer L. Dean Faegre Drinker Biddle & Reath LLP1500 K Street, NWSuite 1100Washington, DC 20005Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Investment consultation; fund investment consultation; capital investment consultation; funds investment; mutual fund investment; investment of funds for others; retirement fund investment services; investment management; management of private equity funds; financial asset management; wealth management services; financial planning; financial analysis; providing financial information by electronic means; providing personalized financial investment information; providing financial investment information in the field of retirement planning; providing financial information relating to the transition from work to retirement; financial investment account management by means of wireless communication devices and by means of the Internet; research in the field of financial investments and finance; financial information services, namely, providing retirement plan sponsors with financial information, information about retirement planning, investment account information, and information about mutual fund performance; donor advised investment of funds for charitable purposes; providing financial information about employee stock option plans to participants and potential participants in such plans; financial administration of employee benefit plans, defined benefit plans, defined contribution plans and employee pension plans; financial consultation services rendered to employers with respect to the design and administration of employee benefit plans; financial and actuarial consulting services; providing personalized financial investment information by electronic mail; providing online information about financial securities; providing an online database featuring financial information of general interest to investors | ACTIVE | Oct 1, 2010 |
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 Unified Trust Company, N.A.
- Other trademarks owned by MID ATLANTIC CAPITAL GROUP, INC.
- Other trademarks owned by Unified Trust Company, N.A.
- Other trademarks owned by Unified Trust Company, N.A.
- Other trademarks owned by UNIFIED TRUST COMPANY, LLC
- Other trademarks in Class 036
- Similar marks named UNIFIED INCOMEPLAN
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Sep 9, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Sep 9, 2026 | 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. |
| Sep 9, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Sep 9, 2026 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Sep 9, 2026 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Dec 18, 2024 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Mar 31, 2021 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Mar 31, 2021 | RNL1 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | The trademark registration was renewed for another 10-year term after acceptable maintenance filings. RNL1, RNL2, and RNL3 indicate which renewal cycle (first, second, or third 10-year term) was recorded. The registration remains active. |
| Mar 31, 2021 | 89AG | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | The USPTO accepted your combined Section 8 declaration and Section 9 renewal application. The registration is renewed for another 10-year term. The next combined maintenance filing will be due at the following 10-year anniversary. |
| Mar 31, 2021 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Feb 1, 2021 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Feb 1, 2021 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Feb 1, 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. |
| Feb 1, 2021 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Feb 1, 2021 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jan 27, 2021 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Dec 16, 2020 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Dec 13, 2020 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Dec 2, 2020 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Nov 11, 2020 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Apr 30, 2018 | CORV | REVIEW OF CORRESPONDENCE COMPLETE - POWER OF ATTORNEY ENTERED | — |
| Mar 29, 2018 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Dec 13, 2017 | 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. |
| Dec 13, 2017 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Mar 15, 2017 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Mar 15, 2017 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Mar 15, 2017 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jan 11, 2017 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Apr 15, 2013 | CORV | REVIEW OF CORRESPONDENCE COMPLETE - POWER OF ATTORNEY ENTERED | — |
| Apr 8, 2013 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Dec 13, 2011 | 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. |
| Nov 5, 2011 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Nov 4, 2011 | REGV | LAW OFFICE REGISTRATION REVIEW COMPLETED | — |
| Nov 4, 2011 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Nov 3, 2011 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Nov 3, 2011 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Nov 1, 2011 | IUAF | USE AMENDMENT FILED | — |
| Nov 1, 2011 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Jul 5, 2011 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| May 10, 2011 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| May 10, 2011 | 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 2, 2011 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Apr 2, 2011 | ALIE | ASSIGNED TO LIE | — |
| Mar 17, 2011 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 17, 2011 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Mar 17, 2011 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Mar 17, 2011 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Mar 17, 2011 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Mar 16, 2011 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Mar 16, 2011 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 16, 2011 | 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 14, 2011 | 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. |
| Mar 14, 2011 | 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. |
| Mar 14, 2011 | 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. |
| Mar 10, 2011 | DOCK | ASSIGNED TO EXAMINER | — |
| Dec 8, 2010 | MPMK | NOTICE OF PSEUDO MARK MAILED | — |
| Dec 7, 2010 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |