USPTO serial 86197140
PURPOSE-BASED PLANNING
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- —
- Examiner
- EINSTEIN, MATTHEW T
- Law office
- TMO LAW OFFICE 115 - EXAMINING ATTORNEY ASSIGNED
What this means
These status codes mean the trademark application is abandoned and no longer pending. Common reasons include missing an Office Action response (600), filing without a valid basis (602), express abandonment by the applicant (604), or failure to respond to an examiner's inquiry (618). Revival may be possible in limited circumstances. If abandonment was unintentional, consult counsel about a petition to revive. Otherwise file a new application if protection is still needed.
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Current trademark owner
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File a new U.S. trademark application, or speak with our attorneys.
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 | May 16, 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 |
|---|---|---|---|
| Dec 6, 2016 | MAB2 | ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND | The trademark application was abandoned because a required response or document was not filed by the deadline — usually a missed Office Action response. The application is dead unless a petition to revive is granted within a limited time. |
| Dec 6, 2016 | ABN2 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE | The trademark application was abandoned because a required response or document was not filed by the deadline — usually a missed Office Action response. The application is dead unless a petition to revive is granted within a limited time. |
| May 10, 2016 | 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 10, 2016 | 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 10, 2016 | CNRT | SU - 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. |
| Apr 26, 2016 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Apr 26, 2016 | EARE | EARLY EXTENSION OF USE REFUSED | — |
| Aug 25, 2015 | 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. |
| Apr 1, 2015 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Mar 31, 2015 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Mar 31, 2015 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Feb 24, 2015 | IUAF | USE AMENDMENT FILED | — |
| Feb 24, 2015 | EXT1 | SOU EXTENSION 1 FILED | — |
| Feb 24, 2015 | 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 24, 2015 | 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 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 | — |