USPTO serial 85639631
ANNUITY OPTIMIZER
Reviewed by CopyMark Law Group
Reg. 4538419Status 710
- Filing date
- Status date
- Registration date
- May 27, 2014
- Examiner
- GARDNER, DAWNA BERYL
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 710 means the registration was cancelled because a required Section 8 declaration of continued use was not filed within the deadline (including any grace period). The federal registration is no longer active. Evaluate filing a new application if you still use the mark, or petition if cancellation was erroneous. Consult counsel on remaining common-law rights.
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Current trademark owner
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Owner
SUNNYVALE, CA, US
EDELMAN FINANCIAL ENGINES, LLC
SUNNYVALE, CA, US
Overland Park, KS, US
Overland Park, KS, US
Overland Park, KS, US
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 016 | printed matter and printed publications, namely, reports, newsletters, bulletins, booklets, information sheets, reference guides, brochures and pamphlets all the foregoing relating to annuities | SECTION 8 - CANCELLED | — |
| 036 | Financial consultancy services, namely, financial advice and analysis | SECTION 8 - CANCELLED | — |
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 FINANCIAL ENGINES, INC.
- Other trademarks owned by EDELMAN FINANCIAL ENGINES, LLC
- Other trademarks owned by TMFS Holdings, LLC
- Other trademarks owned by TMFS Holdings, LLC
- Other trademarks owned by TMFS Holdings, LLC
- Other trademarks in Class 016
- Other trademarks in Class 036
- Similar marks named ANNUITY OPTIMIZER
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jul 8, 2026 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Jul 8, 2026 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Jan 1, 2021 | C8.. | CANCELLED SEC. 8 (6-YR) | — |
| May 27, 2019 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Dec 5, 2018 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Aug 1, 2018 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Jul 25, 2018 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Sep 29, 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. |
| Sep 29, 2017 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Sep 27, 2017 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Feb 10, 2016 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| May 27, 2014 | 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 23, 2014 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED | — |
| Apr 22, 2014 | REGV | LAW OFFICE REGISTRATION REVIEW COMPLETED | — |
| Apr 17, 2014 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Mar 26, 2014 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Mar 21, 2014 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Feb 19, 2014 | IUAF | USE AMENDMENT FILED | — |
| Feb 19, 2014 | 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. |
| Aug 21, 2013 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST MAILED | — |
| Aug 19, 2013 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Aug 19, 2013 | EXT1 | SOU EXTENSION 1 FILED | — |
| Aug 19, 2013 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Feb 19, 2013 | NOAM | NOA 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. |
| Dec 25, 2012 | 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. |
| Dec 5, 2012 | NPUB | NOTICE OF PUBLICATION | — |
| Nov 16, 2012 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Nov 16, 2012 | ALIE | ASSIGNED TO LIE | — |
| Nov 1, 2012 | CNEA | EXAMINERS AMENDMENT MAILED | — |
| Oct 31, 2012 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Oct 31, 2012 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Oct 31, 2012 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Sep 24, 2012 | CNRT | NON-FINAL ACTION 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. |
| Sep 22, 2012 | 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 18, 2012 | DOCK | ASSIGNED TO EXAMINER | — |
| Jun 8, 2012 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jun 4, 2012 | NWAP | NEW APPLICATION ENTERED | — |