USPTO serial 86332295
Reviewed by CopyMark Law Group
Status 701 means the registration is active and the first Section 8 declaration of continued use was accepted. The next major deadline is the combined Section 8 and Section 9 filing at the 10-year anniversary. Calendar the 10-year Section 8 and 9 combined 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.
Michael T. Murphy
Michael T. Murphy Global IP Counselors LLP1233 Twentieth Street NW, Suite 600Washington, DC 20036United States| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Investment advisory services, namely, providing managed investment portfolios consisting of exchange traded funds to investors with investable assets valued between $200,000 to $500,000 | ACTIVE | Jun 6, 2008 |
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 |
|---|---|---|---|
| Oct 21, 2025 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| Oct 21, 2025 | 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. |
| Oct 20, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jul 14, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jul 14, 2025 | 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 14, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jul 14, 2025 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jul 14, 2025 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jun 27, 2025 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Jul 23, 2024 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Jul 23, 2019 | 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. |
| Jun 18, 2019 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Jun 13, 2019 | EXPT | EXPARTE APPEAL TERMINATED | — |
| Jun 13, 2019 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| May 28, 2019 | JURT | JURISDICTION RESTORED TO EXAMINING ATTORNEY | — |
| Mar 19, 2019 | GEA1 | NOTIFICATION OF ACTION DENYING REQ FOR RECON E-MAILED | — |
| Mar 19, 2019 | GECD | ACTION DENYING REQ FOR RECON E-MAILED | — |
| Mar 19, 2019 | CNCF | ACTION CONTINUING FINAL - COMPLETED | — |
| Feb 25, 2019 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Feb 25, 2019 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Feb 25, 2019 | ALIE | ASSIGNED TO LIE | — |
| Feb 19, 2019 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Aug 21, 2018 | GNS1 | NOTIFICATION OF SUBSEQUENT FINAL EMAILED | — |
| Aug 21, 2018 | GNSF | SUBSEQUENT FINAL EMAILED | — |
| Aug 21, 2018 | CFRC | SUBSEQUENT FINAL REFUSAL WRITTEN | — |
| Aug 16, 2018 | ZZZX | PREVIOUS ALLOWANCE COUNT WITHDRAWN | — |
| May 23, 2017 | PBCR | WITHDRAWN FROM PUB - OG REVIEW QUERY | — |
| May 10, 2017 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| May 9, 2017 | EXPT | EXPARTE APPEAL TERMINATED | — |
| May 9, 2017 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 1, 2017 | DOCK | ASSIGNED TO EXAMINER | — |
| Feb 24, 2017 | JURT | JURISDICTION RESTORED TO EXAMINING ATTORNEY | — |
| Dec 3, 2016 | GNS1 | NOTIFICATION OF SUBSEQUENT FINAL EMAILED | — |
| Dec 3, 2016 | GNSF | SUBSEQUENT FINAL EMAILED | — |
| Dec 3, 2016 | CFRC | SUBSEQUENT FINAL REFUSAL WRITTEN | — |
| Sep 10, 2016 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 9, 2016 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Sep 9, 2016 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 9, 2016 | 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. |
| Mar 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. |
| Mar 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. |
| Mar 10, 2016 | 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. |
| Jan 29, 2016 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jan 29, 2016 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jan 22, 2016 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Jan 22, 2016 | EXPI | EX PARTE APPEAL-INSTITUTED | — |
| Jan 22, 2016 | JURT | JURISDICTION RESTORED TO EXAMINING ATTORNEY | — |
| Jan 22, 2016 | EXAF | EXPARTE APPEAL RECEIVED AT TTAB | — |
| Nov 11, 2015 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jul 23, 2015 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Jul 23, 2015 | GNFR | FINAL REFUSAL E-MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Jul 23, 2015 | CNFR | FINAL REFUSAL WRITTEN | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| May 14, 2015 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 14, 2015 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 13, 2015 | ALIE | ASSIGNED TO LIE | — |
| May 11, 2015 | PARI | TEAS VOLUNTARY AMENDMENT RECEIVED | — |
| May 6, 2015 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 5, 2015 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 5, 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. |
| May 5, 2015 | 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. |
| May 5, 2015 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| May 5, 2015 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 4, 2015 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 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. |
| May 4, 2015 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Nov 5, 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. |
| Nov 5, 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. |
| Nov 5, 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 20, 2014 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 16, 2014 | MPMK | NOTICE OF PSEUDO MARK E-MAILED | — |
| Jul 15, 2014 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jul 12, 2014 | NWAP | NEW APPLICATION ENTERED | — |