USPTO serial 85190270
ESSENTIALS FOR MANAGING WEALTH
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- May 22, 2012
- Examiner
- CORWIN, CHARLOTTE K
- 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
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Garrett W. Balich
Garrett W. Balich Getz Balich LLC10 Waterside Drive, Suite 205Farmington, CT 06032UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | PROVIDING AN INTERACTIVE WEB SITE FEATURING CRITICAL FINANCIAL INFORMATION AND CONTENT ABOUT WEALTH MANAGEMENT, PHILANTHROPY AND FAMILY GOVERNANCE | ACTIVE | Feb 25, 2010 |
| 042 | PROVIDING AN INTERACTIVE WEB SITE FEATURING ONLINE NON-DOWNLOADABLE SOFTWARE WHICH PROVIDES A SECURE COLLABORATIVE WORKSPACE FOR WEALTH MANAGEMENT, SOCIAL NETWORKING FUNCTIONALITY, DATA STORAGE AND ENCRYPTED E-MAIL | ACTIVE | Feb 25, 2010 |
| 045 | PROVIDING AN INTERACTIVE WEB SITE FEATURING INFORMATION ABOUT WELL-TO-DO LIFESTYLES | ACTIVE | Feb 25, 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 Summitas LLC
- Other trademarks owned by Summitas LLC
- Other trademarks owned by Summitas LLC
- Other trademarks in Class 036
- Other trademarks in Class 042
- Other trademarks in Class 045
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- Recently changed USPTO trademarks
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Dec 6, 2022 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Dec 6, 2022 | 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. |
| Dec 6, 2022 | 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. |
| Dec 6, 2022 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| May 23, 2022 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| May 22, 2021 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Jun 2, 2018 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Jun 1, 2018 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Jun 1, 2018 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| May 21, 2018 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| May 18, 2018 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| May 18, 2018 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| May 22, 2017 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| May 22, 2012 | 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. |
| Apr 14, 2012 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Apr 13, 2012 | REGV | LAW OFFICE REGISTRATION REVIEW COMPLETED | — |
| Apr 13, 2012 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Mar 7, 2012 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Mar 1, 2012 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Jan 30, 2012 | IUAF | USE AMENDMENT FILED | — |
| Jan 30, 2012 | 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. |
| Nov 1, 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. |
| Sep 6, 2011 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Sep 6, 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. |
| Aug 1, 2011 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Jul 30, 2011 | ALIE | ASSIGNED TO LIE | — |
| Jul 18, 2011 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jul 14, 2011 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jul 14, 2011 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jul 14, 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. |
| Jul 12, 2011 | 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. |
| Jul 12, 2011 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Mar 16, 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 16, 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 16, 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 9, 2011 | DOCK | ASSIGNED TO EXAMINER | — |
| Dec 7, 2010 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 7, 2010 | NWAP | NEW APPLICATION ENTERED | — |