USPTO serial 86197130
PURPOSE-BASED ADVISOR
Reviewed by CopyMark Law Group
Status 606
- Filing date
- Status date
- Registration date
- —
- Examiner
- EINSTEIN, MATTHEW T
- Law office
- INTENT TO USE SECTION
What this means
This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.
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Owner
Pleasant Hill, CA
Pleasant Hill, CA
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment advisory, consultation, and management services; financial planning services; wealth management; fund management, namely, management of mutual funds; financial asset management; alternative investment management; strategic investment management and investment consultation services in all asset classes, including fixed-income products, equities, alternative investments, and commodities; financial risk management consultation; custodial services in the nature of financial trust operations; investment management services and investment of funds and assets of others, capital investment services, and financial transaction services, namely, securities trading for others, investment fund transfer and transaction services, and assisting others with the completion of financial transactions for securities and investment fund transfer and transaction services; trust and estate planning and management services; brokerage services, namely, acting as broker and dealer of equity and debt securities; investment management and financial advisory services for retirement plans and 401k plans; financial planning strategy services; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial goals and financial independence; providing information and advice to align personal financial strategies and planning with life goals; implementing and monitoring financial planning strategies to achieve life goals | 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.
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Mar 30, 2015 | MAB6 | ABANDONMENT NOTICE MAILED - NO USE STATEMENT FILED | The intent-to-use application was abandoned because no acceptable Statement of Use (or valid extension) was filed before the Notice of Allowance deadline expired. The application is dead unless revived within a limited window. |
| Mar 30, 2015 | ABN6 | ABANDONMENT - NO USE STATEMENT FILED | The intent-to-use application was abandoned because no acceptable Statement of Use (or valid extension) was filed before the Notice of Allowance deadline expired. The application is dead unless revived within a limited window. |
| Aug 26, 2014 | NOAM | NOA E-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. |
| Jul 1, 2014 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jul 1, 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 11, 2014 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| May 28, 2014 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| May 27, 2014 | ALIE | ASSIGNED TO LIE | — |
| May 23, 2014 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| May 23, 2014 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| May 23, 2014 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| May 23, 2014 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| May 23, 2014 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| May 23, 2014 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 3, 2014 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Feb 21, 2014 | NWAP | NEW APPLICATION ENTERED | — |