USPTO serial 85800913
FINANCIAL TRANSITIONIST
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Mar 4, 2014
- Examiner
- MCMORROW, JANICE LEE
- Law office
- PUBLICATION AND ISSUE SECTION
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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Current trademark owner
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Owner
PALM BEACH GARDENS, FL, US
Palm Beach Gardens, FL, US
Palm Beach Gardens, FL, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Carl J. Spagnuolo
Carl J. Spagnuolo MCHALE & SLAVIN, P.A.2855 PGA BLVDPALM BEACH GARDENS, FL 33410-2910United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| B | Financial advice; financial planning and investment advisory services; providing information in the field of personal finance | ACTIVE | Jan 3, 2014 |
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.
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jan 20, 2026 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Jan 20, 2026 | 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. |
| Jan 20, 2026 | 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. |
| Feb 28, 2025 | EROP | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED | — |
| Sep 3, 2024 | PR89 | POST REGISTRATION ACTION MAILED - SEC. 8 & 9 | — |
| Jun 6, 2024 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jun 6, 2024 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Feb 29, 2024 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Mar 4, 2023 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Nov 10, 2020 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| Nov 10, 2020 | 8.OK | REGISTERED - SEC. 8 (6-YR) ACCEPTED | The USPTO accepted your Section 8 declaration showing the mark is still in use in commerce (or excusable nonuse). This satisfies the six-year maintenance requirement and keeps the registration active until the next renewal deadline. |
| Nov 6, 2020 | EROP | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED | — |
| Nov 6, 2020 | EROP | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED | — |
| May 7, 2020 | PRA8 | POST REGISTRATION ACTION MAILED - SEC. 8 | — |
| Apr 22, 2020 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Apr 22, 2020 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Mar 3, 2020 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Mar 4, 2019 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Feb 10, 2016 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Mar 4, 2014 | R.SR | REGISTERED-SUPPLEMENTAL REGISTER | Your mark is registered on the Supplemental Register, which is available for marks that are not yet distinctive enough for the Principal Register but can still identify a source. Protection is more limited than Principal Register registration but can later support a Principal Register application. |
| Jan 25, 2014 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Jan 24, 2014 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Jan 24, 2014 | AAUA | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED | — |
| Jan 23, 2014 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Jan 23, 2014 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Jan 23, 2014 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Jan 23, 2014 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jan 23, 2014 | IUAA | USE AMENDMENT ACCEPTED | — |
| Jan 23, 2014 | AUPC | AMENDMENT TO USE PROCESSING COMPLETE | — |
| Jan 14, 2014 | IUAF | USE AMENDMENT FILED | — |
| Jan 14, 2014 | EAAU | TEAS AMENDMENT OF USE RECEIVED | — |
| Sep 4, 2013 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Sep 4, 2013 | GNFR | FINAL REFUSAL E-MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Sep 4, 2013 | CNFR | FINAL REFUSAL WRITTEN | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Aug 22, 2013 | ACEC | AMENDMENT FROM APPLICANT ENTERED | — |
| Aug 22, 2013 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Aug 15, 2013 | ALIE | ASSIGNED TO LIE | — |
| Aug 12, 2013 | PAPER RECEIVED | — | |
| Mar 29, 2013 | 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 29, 2013 | 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 29, 2013 | 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 28, 2013 | DOCK | ASSIGNED TO EXAMINER | — |
| Dec 26, 2012 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 15, 2012 | NWAP | NEW APPLICATION ENTERED | — |