USPTO serial 86326181
Reviewed by CopyMark Law Group
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.
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.
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Advice relating to investments; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial information provided by electronic means in the field of financial planning; financial investment brokerage services; financial investment in the field of financial planning; financial planning and investment advisory services; financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; financial services, namely, providing an investment option available for variable annuity and variable life insurance products; fund investment consultation; investment advice; investment advisory services; investment consultation; investment management; investment management of and distribution of annuities; investment management of and distribution of variable annuities; investment of funds for others; investment services, namely, asset acquisition, consultation, development and management services; mutual fund investment; mutual funds and capital investment; providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; 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; trust services, namely, investment and trust company services | ACTIVE | Jul 4, 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 |
|---|---|---|---|
| Sep 25, 2025 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Sep 25, 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 25, 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 23, 2025 | EROP | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED | — |
| Sep 17, 2025 | PR89 | POST REGISTRATION ACTION MAILED - SEC. 8 & 9 | — |
| Sep 17, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| May 20, 2025 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Aug 18, 2024 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Jan 30, 2021 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| Jan 29, 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. |
| Jan 29, 2021 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Dec 15, 2020 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Aug 18, 2020 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Aug 18, 2015 | 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. |
| Jul 17, 2015 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Jul 16, 2015 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Jul 7, 2015 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Jul 4, 2015 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Jun 5, 2015 | IUAF | USE AMENDMENT FILED | — |
| Jun 5, 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. |
| Jan 27, 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. |
| Dec 2, 2014 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Dec 2, 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. |
| Nov 12, 2014 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Oct 30, 2014 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Oct 30, 2014 | ALIE | ASSIGNED TO LIE | — |
| Oct 10, 2014 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Oct 10, 2014 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Oct 10, 2014 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Oct 10, 2014 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Oct 10, 2014 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Oct 9, 2014 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 8, 2014 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jul 4, 2014 | NWAP | NEW APPLICATION ENTERED | — |