USPTO serial 85321169
ENDURING WEALTH ADVISORS
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jun 5, 2012
- Examiner
- POLZER, NATALIE M
- 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
Temecula, CA
Temecula, CA
Temecula, CA
TEMECULA, CA
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Catherine J. Holland
Catherine J. Holland Knobbe, Martens, Olson & Bear, LLP2040 Main Street, 14th FloorIRVINE, CA 92614UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Advice relating to investments; [ Agencies for brokerage of securities trading in overseas securities markets and of transactions on commission of overseas market securities futures; ] Agencies in the field of bonds and other securities; Agencies or brokerage for trading of securities, securities index futures, securities options [, and overseas market securities futures ] ; Brokerage of shares and other securities; Brokerage of shares or stocks and other securities; Brokerage services in the field of securities and commodities investing; Commodity investment advice; Credit and financial consultation; Financial advice; Financial advisory and consultancy services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial evaluation for insurance purposes; Financial investment brokerage; Financial investment brokerage services; Financial investment in the field of securities; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, commodity trading and managed futures advisory and management services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Investment advice; Investment advisory services; Investment of funds for others; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of securities portfolios; Mutual fund investment; Mutual funds and capital investment; Private equity fund investment services; Private placements of hedge funds, private equity funds, securities and derivatives for others; Securities brokerage; Securities brokerage services; Security brokerage; Trading in securities | ACTIVE | May 11, 2011 |
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 Enduring Wealth Advisors
- Other trademarks owned by Enduring Wealth Advisors
- Other trademarks owned by Enduring Wealth Advisors
- Other trademarks owned by BENDER, RALPH
- Other trademarks in Class 036
- Similar marks named ENDURING WEALTH ADVISORS
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Dec 15, 2022 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Dec 15, 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 15, 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 15, 2022 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jun 1, 2022 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Jun 5, 2021 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Apr 17, 2018 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Apr 17, 2018 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Apr 17, 2018 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Apr 6, 2018 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Jun 5, 2017 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Sep 19, 2012 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jun 5, 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. |
| May 1, 2012 | TMBN | TTAB RELEASE CASE TO TRADEMARKS | — |
| May 1, 2012 | OP.T | OPPOSITION TERMINATED NO. 999999 | — |
| May 1, 2012 | OP.D | OPPOSITION DISMISSED NO. 999999 | — |
| Feb 22, 2012 | OP.I | OPPOSITION INSTITUTED NO. 999999 | — |
| Nov 21, 2011 | ETOF | EXTENSION OF TIME TO OPPOSE RECEIVED | — |
| Oct 25, 2011 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Oct 25, 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. |
| Sep 19, 2011 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Sep 16, 2011 | ALIE | ASSIGNED TO LIE | — |
| Aug 31, 2011 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Aug 31, 2011 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Aug 31, 2011 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Aug 31, 2011 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Aug 31, 2011 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Aug 30, 2011 | DOCK | ASSIGNED TO EXAMINER | — |
| May 20, 2011 | MDSC | NOTICE OF DESIGN SEARCH CODE MAILED | — |
| May 19, 2011 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| May 18, 2011 | NWAP | NEW APPLICATION ENTERED | — |