USPTO serial 86399939
UNIFIED WEALTH MANAGEMENT
Reviewed by CopyMark Law Group
Reg. 4792228Status 710
- Filing date
- Status date
- Registration date
- Aug 11, 2015
- Examiner
- GOODSAID, IRA
- Law office
- TMEG LAW OFFICE 101
What this means
Status 710 means the registration was cancelled because a required Section 8 declaration of continued use was not filed within the deadline (including any grace period). The federal registration is no longer active. Evaluate filing a new application if you still use the mark, or petition if cancellation was erroneous. Consult counsel on remaining common-law rights.
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Owner
Wakefield, MA, US
Wakefield, MA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Thomas D. Bratschun
Thomas D. Bratschun Adsero IP8210 SOUTHPARK TERLITTLETON, CO 80120-5614UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Software as a service (SAAS) services featuring computer software for use by investment managers, namely, financial portfolio analysis and management, investment tracking, reporting and performance management, trades tracking and trade order management, account reconciliation and accounting, investment revenue management, corporate actions tracking billing management, account billing, receivables tracking, revenue distribution and reporting, financial trading and stock borrowing compliance, margin and document management | SECTION 8 - CANCELLED | Mar 31, 2011 |
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 |
|---|---|---|---|
| Feb 27, 2026 | CAEX | CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9 | — |
| Aug 11, 2024 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Nov 19, 2020 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| Nov 19, 2020 | 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. |
| Nov 19, 2020 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Sep 8, 2020 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Aug 11, 2020 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Aug 11, 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. |
| Jul 3, 2015 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Jul 1, 2015 | ALIE | ASSIGNED TO LIE | — |
| Jun 15, 2015 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Jun 15, 2015 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Jun 15, 2015 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Jun 15, 2015 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Jun 15, 2015 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jun 10, 2015 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jun 10, 2015 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 10, 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. |
| Jan 6, 2015 | 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. |
| Jan 6, 2015 | 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. |
| Jan 6, 2015 | 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 6, 2015 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 26, 2014 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Sep 23, 2014 | NWAP | NEW APPLICATION ENTERED | — |