USPTO serial 86320600
FINANCIAL HEALTH INDEX
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- May 19, 2015
- Examiner
- DAHLING, KRISTIN M
- 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
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Joshua J. Burke
Joshua J. Burke Pirkey Barber PLLC1801 East 6th Street, Suite 300Austin, TX 78702United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning; Financial planning consultation; Financial counseling services, namely, helping others build a better working relationship with their money; Financial planning for retirement; Financial consulting services, namely, expert analysis in finance; Providing information in the field of personal finance; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advice, namely, budget planning; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analyses; Financial analysis and consultation; Financial consultancy; Financial consultation; Financial consulting; Financial forecasting; Financial information and advisory services; Financial information and evaluations; Financial risk management consultation; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Strategic financial advisory services; Debt advisory services; Debt counseling services; Debt management consultation; Credit and financial consultation | ACTIVE | Mar 1, 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 |
|---|---|---|---|
| Sep 13, 2025 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Sep 13, 2025 | 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. |
| Sep 13, 2025 | 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. |
| Sep 13, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| May 14, 2025 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| May 19, 2024 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Feb 26, 2021 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| Feb 26, 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. |
| Feb 26, 2021 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Dec 28, 2020 | ES8R | TEAS SECTION 8 RECEIVED | — |
| May 19, 2020 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| May 19, 2015 | R.SR | REGISTERED-SUPPLEMENTAL REGISTER | Your mark is registered on the Supplemental Register, which is available for marks that are not yet distinctive enough for the Principal Register but can still identify a source. Protection is more limited than Principal Register registration but can later support a Principal Register application. |
| Apr 13, 2015 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Apr 13, 2015 | ALIE | ASSIGNED TO LIE | — |
| Mar 24, 2015 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Mar 5, 2015 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Mar 4, 2015 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 4, 2015 | 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. |
| Oct 3, 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. |
| Oct 3, 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. |
| Oct 3, 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. |
| Oct 1, 2014 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 2, 2014 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |