USPTO serial 86325665
Reviewed by CopyMark Law Group
This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.
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.
Plus Government fees of $850
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Thomas A. Walsh
Thomas A. Walsh Ice Miller LLPOne American Square, Suite 2900Indianapolis, IN 46282United States| Class | Description | Status | First use |
|---|---|---|---|
| 036 | [ insurance services in the field of life insurance, namely, underwriting, issuance and administration of life insurance, insurance agency services in the fields of life insurance and annuities, namely, underwriting, issuance and administration of annuities and life insurance; annuity services, namely, account and investments administration; ] Investment advisory services and [, investment management services, ] financial planning [, research and advisory services, capital investment consultation services, estate planning services; and financial information provided by electronic means; financial analysis and planning tools in the nature of online, interactive financial calculators and questionnaires to assist in investment and financial planning decisions ] | ACTIVE | Mar 30, 2016 |
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 |
|---|---|---|---|
| Nov 23, 2025 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Nov 23, 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. |
| Nov 23, 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. |
| Nov 23, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Aug 12, 2025 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Jul 26, 2025 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Jul 3, 2024 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jul 3, 2024 | 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. |
| Jul 3, 2024 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jul 3, 2024 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jul 3, 2024 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Oct 3, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Oct 3, 2023 | 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. |
| Oct 3, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Oct 18, 2022 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Oct 18, 2022 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Oct 12, 2022 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Apr 14, 2022 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Jul 26, 2021 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Nov 9, 2016 | COC. | CORRECTION UNDER SECTION 7 - PROCESSED | — |
| Sep 17, 2016 | COC. | CORRECTION UNDER SECTION 7 - PROCESSED | — |
| Aug 26, 2016 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Aug 25, 2016 | ES7R | TEAS SECTION 7 REQUEST RECEIVED | — |
| Jul 26, 2016 | 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, 2016 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Jun 23, 2016 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Jun 21, 2016 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Jun 21, 2016 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Jun 21, 2016 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Jun 21, 2016 | SNEA | SU-EXAMINER'S AMENDMENT WRITTEN | — |
| Jun 13, 2016 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jun 13, 2016 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 6, 2016 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 6, 2016 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| May 31, 2016 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| May 5, 2016 | IUAF | USE AMENDMENT FILED | — |
| May 5, 2016 | 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. |
| Oct 20, 2015 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Oct 16, 2015 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Oct 16, 2015 | EXT1 | SOU EXTENSION 1 FILED | — |
| Oct 16, 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. |
| May 5, 2015 | 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. |
| Mar 10, 2015 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Mar 10, 2015 | 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. |
| Mar 6, 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. |
| Feb 18, 2015 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jan 31, 2015 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Jan 30, 2015 | ALIE | ASSIGNED TO LIE | — |
| Jan 9, 2015 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jan 8, 2015 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jan 8, 2015 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jan 8, 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. |
| Dec 8, 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. |
| Dec 8, 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. |
| Dec 8, 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. |
| Nov 14, 2014 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Nov 13, 2014 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Nov 13, 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. |
| Oct 17, 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 17, 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 17, 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 9, 2014 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 7, 2014 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jul 4, 2014 | NWAP | NEW APPLICATION ENTERED | — |