USPTO serial 85900938
DIRECT YOUR FUTURE
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Nov 19, 2013
- Examiner
- BRECKENFELD, WILLIAM G
- 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
Oakland, CA
Oakland, CA
OAKLAND, CA
Oakland, CA
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Robert P. Felber, Jr.
Robert P. Felber, Jr. Holland & Knight LLP511 Union StreetSuite 2700Nashville, TN 37219Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 016 | Publications and printed matter, namely, newsletters, magazines, reports, guides, charts, worksheets, forms, instructional materials, educational materials, bulletins, pamphlets, booklets, posters and leaflets in the field of self-directed, tax-deferred and tax-free investment plans, accounts and trusts | ACTIVE | Jul 26, 2012 |
| 035 | Financial record-keeping for regulatory compliance purposes; Financial record-keeping of self-directed, tax-deferred and tax-free investment plans, accounts, and trusts for regulatory compliance purposes; Financial record-keeping and reporting for tax compliance purposes | ACTIVE | Jul 26, 2012 |
| 036 | Account administration services, namely, administration of nontraditional and alternative investments for self-directed, tax-deferred and tax-free investment plans, accounts and trusts of others; Third party administration and management of self-directed, tax-deferred and tax-free investment plans, accounts and trusts; Third party administration and management of tax-advantaged investment plans, accounts, and trusts, namely, education savings accounts (ESA) and health savings accounts (HSA); Financial services, namely, administration of transactions involving funds drawn from tax-deferred and tax-free investments in retirement plans and accounts using a credit or debit card over a global data network; Financial services, namely, administration of financial transactions involving funds drawn from self-directed, tax-free and tax-deferred investment plans, account, and trusts | ACTIVE | Jul 26, 2012 |
| 041 | Education services, namely, conducting classes, seminars, conferences, or workshops in the field of self-directed, tax-deferred and tax-free investment plans, accounts and trusts; Providing online newsletters and blogs featuring information about self-directed, tax-deferred and tax-free investment plans, accounts, and trusts; Education services, namely, providing live and on-line classes and webinars in the field of self-directed, tax-deferred and tax-free investment plans, accounts and trusts | ACTIVE | Jul 26, 2012 |
| 045 | Regulatory compliance consulting in the field of self-directed, tax-deferred and tax-free investment plans, accounts and trusts | ACTIVE | Jul 26, 2012 |
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 The Entrust Group, Inc.
- Other trademarks owned by The Entrust Group, Inc.
- Other trademarks owned by THE ENTRUST GROUP, INC.
- Other trademarks owned by The Entrust Group, Inc.
- Other trademarks in Class 016
- Other trademarks in Class 035
- Other trademarks in Class 036
- Other trademarks in Class 041
- Other trademarks in Class 045
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Nov 4, 2023 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Nov 4, 2023 | 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. |
| Nov 4, 2023 | 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. |
| Oct 21, 2023 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Apr 24, 2023 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Nov 21, 2022 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Nov 21, 2022 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Nov 21, 2022 | 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. |
| Nov 21, 2022 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Nov 21, 2022 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Nov 19, 2022 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Dec 16, 2020 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Sep 22, 2020 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Sep 22, 2020 | 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 22, 2020 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jan 9, 2020 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Jan 9, 2020 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Jan 9, 2020 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Nov 19, 2019 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Nov 19, 2018 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Nov 19, 2013 | 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. |
| Sep 3, 2013 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Sep 3, 2013 | 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 14, 2013 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jul 30, 2013 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Jul 29, 2013 | ALIE | ASSIGNED TO LIE | — |
| Jul 11, 2013 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jul 4, 2013 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jul 2, 2013 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jul 2, 2013 | 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. |
| May 20, 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. |
| May 20, 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. |
| May 20, 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. |
| May 15, 2013 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 17, 2013 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Apr 13, 2013 | NWAP | NEW APPLICATION ENTERED | — |