USPTO serial 86216596
Reviewed by CopyMark Law Group
Status 702 means the registration is active, Section 8 was accepted, and a Section 15 declaration of incontestability was also accepted. Incontestability strengthens your rights by limiting certain challenges after five years of continuous use. Continue use in commerce and plan for the 10-year Section 8 and 9 renewal.
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Kristine Anderson
110 CAMINO RUIZCAMARILLO, CA 93012United States| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Computer software for planning, illustrating and displaying financial, estate and gift planning consequences of financial planning and charitable estate planning | ACTIVE | Jan 15, 2014 |
| 016 | Newsletters in the field of financial planning, estate planning and charitable gift giving | ACTIVE | Jan 15, 2014 |
| 041 | Educational services, namely, conducting seminars in the field of financial planning, estate planning and charitable gift giving and the distribution of course materials in connection therewith | ACTIVE | Jan 15, 2014 |
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
| Date | Code | Event | What it means |
|---|---|---|---|
| Apr 23, 2026 | EROP | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED | — |
| Jan 17, 2026 | CORV | REVIEW OF CORRESPONDENCE COMPLETE - INFORMATION MADE OF RECORD | — |
| Jan 17, 2026 | PRAN | POST REGISTRATION ACTION MAILED NO RESPONSE REQUIRED | — |
| Jan 17, 2026 | PR89 | POST REGISTRATION ACTION MAILED - SEC. 8 & 9 | — |
| Dec 9, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Dec 13, 2024 | PARI | TEAS VOLUNTARY AMENDMENT RECEIVED | — |
| Oct 22, 2024 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Dec 2, 2023 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Nov 10, 2020 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Nov 10, 2020 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Nov 10, 2020 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Sep 16, 2020 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Dec 2, 2019 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Dec 2, 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. |
| Sep 16, 2014 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Sep 16, 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. |
| Aug 27, 2014 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Aug 11, 2014 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Aug 9, 2014 | ALIE | ASSIGNED TO LIE | — |
| Jul 31, 2014 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jul 30, 2014 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jul 29, 2014 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jul 29, 2014 | 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. |
| Jun 14, 2014 | 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. |
| Jun 14, 2014 | 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. |
| Jun 14, 2014 | 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. |
| Jun 13, 2014 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 25, 2014 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Mar 22, 2014 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 13, 2014 | NWAP | NEW APPLICATION ENTERED | — |