USPTO serial 86178046
HEARTWOOD INVESTMENTS
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Sep 9, 2014
- Examiner
- BURNS, ELLEN
- 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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Owner
Waterloo, IA
Waterloo, IA
Waterloo, IA
NORWALK, CT
NORWALK, CT
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Nichole Weber Engle
Nichole Weber Engle Engle Law, LLC2126 Morgan Road NEMarietta, GA 30066United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis and consultation; Financial analysis and research services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial information and advisory services; Financial investment analysis and stock research; Financial management; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Strategic financial advisory services | ACTIVE | — |
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 Heartwood Investments, Inc.
- Other trademarks owned by Heartwood Investments, Inc.
- Other trademarks owned by Heartwood Investments, Inc.
- Other trademarks owned by HTWD LLC
- Other trademarks owned by HEARTWOOD PARTNERS, LLC
- Other trademarks in Class 036
- Similar marks named HEARTWOOD INVESTMENTS
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Aug 23, 2024 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Aug 23, 2024 | 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. |
| Aug 23, 2024 | 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. |
| Aug 23, 2024 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Aug 8, 2024 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 8, 2024 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Sep 9, 2023 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Jun 14, 2023 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jan 11, 2022 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jan 11, 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. |
| Jan 11, 2022 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jun 17, 2021 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| Jun 17, 2021 | 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. |
| Jun 17, 2021 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Mar 8, 2021 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Mar 19, 2020 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Mar 19, 2020 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Mar 19, 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. |
| Mar 19, 2020 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Mar 19, 2020 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Mar 18, 2020 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Sep 9, 2019 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Sep 9, 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. |
| Jun 24, 2014 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jun 24, 2014 | 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. |
| Jun 4, 2014 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| May 21, 2014 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| May 19, 2014 | ALIE | ASSIGNED TO LIE | — |
| May 5, 2014 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| May 5, 2014 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| May 5, 2014 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| May 5, 2014 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| May 5, 2014 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| May 1, 2014 | DOCK | ASSIGNED TO EXAMINER | — |
| Feb 8, 2014 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jan 31, 2014 | NWAP | NEW APPLICATION ENTERED | — |