USPTO serial 86399946
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.
Wakefield, MA, US
Wakefield, MA, US
Wakefield, MA, US
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Xheneta Ademi
Xheneta Ademi Quarles & Brady LLP2020 K Street, NW, Suite 400Washington, DC 20006-1806United States| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Software as a service (SAAS) services featuring software for wealth management, namely, financial portfolio analysis and management, investment tracking, reporting and performance management, trade tracking and order management, account reconciliation and accounting, investment revenue management, corporate actions tracking, billing management, account billing, receivables tracking, revenue distribution and reporting, financial compliance, margin and document management | ACTIVE | May 31, 2011 |
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 14, 2026 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Sep 14, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Sep 14, 2026 | 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. |
| Sep 14, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Sep 8, 2025 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Sep 8, 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 8, 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 8, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| May 8, 2025 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| May 26, 2024 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Sep 25, 2020 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Sep 25, 2020 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Sep 25, 2020 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jul 28, 2020 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| May 26, 2020 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| May 26, 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. |
| 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. |
| Feb 18, 2015 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Feb 2, 2015 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Jan 28, 2015 | ALIE | ASSIGNED TO LIE | — |
| Jan 7, 2015 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jan 7, 2015 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Jan 7, 2015 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Jan 7, 2015 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Jan 7, 2015 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jan 6, 2015 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 27, 2014 | MPMK | NOTICE OF PSEUDO MARK E-MAILED | — |
| Sep 26, 2014 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Sep 23, 2014 | NWAP | NEW APPLICATION ENTERED | — |