USPTO serial 86369882
VETTED-ADVISOR
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- —
- Examiner
- BUTLER, MIDGE
- Law office
- TMEG LAW OFFICE 107 - EXAMINING ATTORNEY ASSIGNED
What this means
These status codes mean the trademark application is abandoned and no longer pending. Common reasons include missing an Office Action response (600), filing without a valid basis (602), express abandonment by the applicant (604), or failure to respond to an examiner's inquiry (618). Revival may be possible in limited circumstances. If abandonment was unintentional, consult counsel about a petition to revive. Otherwise file a new application if protection is still needed.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Julie Cho
JULIE CHO HOPLON FINANCIAL GROUP, INC.2400 MAIN ST STE 202IRVINE, CA 92614-6271UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analyses; Financial analysis and consultation; Financial analysis and research services; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultancy services in the area of healthcare; Financial consultation; Financial consulting; Financial consulting and advising in the field of mergers and acquisitions; Financial counseling services, namely, helping others build a better working relationship with their money; Financial due diligence; Financial due diligence services in the field of real estate; Financial evaluation for insurance purposes; Financial forecasting; Financial information; Financial information and advisory services; Financial information and evaluations; Financial information processing; Financial information provided by electronic means; Financial information services provided on-line from a computer database or a global computer network, namely, providing information in the field of financial classification of companies and securities; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial management; Financial management via the Internet; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research; Financial research and equity research brokerage services; Financial research and information services; Financial retirement plan consulting services; Financial risk management; Financial risk management consultation; Financial securities exchange services; Financial services in the nature of an investment security; Financial services rendered in connection with the issuance, receipt and transfer of lines of credit, namely, credit processing 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, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, commodity trading and managed futures advisory and management services; Financial services, namely, conducting a securities and derivatives exchange; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, dealing in securities as a market maker and in trading commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; Financial services, namely, estate settlement services; 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, investment fund transfer and transaction services; Financial services, namely, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, proprietary trading in commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, providing on-line stored value accounts in an electronic environment; Financial services, namely, savings programs for youths; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Financial trust administration; Financial trust operations; Financial trust planning; Insurance and financial information and consultancy services; Monitoring financial markets for investment purposes; On-line financial planning services; On-line trading of financial instruments, shares, options and other derivative products; Organization of online stock exchanges for the benefit of the trade of stocks and other financial securities; Organization of stock exchanges for the benefit of the trade of stocks and other financial values; Providing a web site featuring personal financial information and financial advice; Providing a web site featuring the ratings, reviews and recommendations on stocks, bonds, mutual funds and other financial instruments posted by users; Providing a web site that assists financial professionals in the management of retirement accounts; Providing financial information; Providing financial information regarding rating changes that affect financial portfolios via e-mail notification alerts; Providing financial information via a web site; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; 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 and research in the field of finance and financial investments; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Providing information in the field of financial stock and equity markets; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing investors with financial information; Providing on-line financial calculators; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Provision of a financial exchange for the trading of securities, shares and options and other derivative products; Provision of financial information; Strategic corporate financial advisory services; Strategic financial advisory services | ACTIVE | Jul 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 |
|---|---|---|---|
| Jan 21, 2016 | MAB2 | ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND | The trademark application was abandoned because a required response or document was not filed by the deadline — usually a missed Office Action response. The application is dead unless a petition to revive is granted within a limited time. |
| Jan 21, 2016 | ABN2 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE | The trademark application was abandoned because a required response or document was not filed by the deadline — usually a missed Office Action response. The application is dead unless a petition to revive is granted within a limited time. |
| Jun 25, 2015 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Jun 25, 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. |
| Jun 25, 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. |
| Jun 9, 2015 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jun 8, 2015 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 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 6, 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 6, 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 6, 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. |
| Dec 3, 2014 | DOCK | ASSIGNED TO EXAMINER | — |
| Aug 29, 2014 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Aug 21, 2014 | NWAP | NEW APPLICATION ENTERED | — |