Drawing for IA

USPTO serial 86474396

IA

Reviewed by CopyMark Law Group

Reg. 5084592Status 702Renewal
Filing date
Status date
Registration date
Nov 22, 2016
Examiner
AIKENS, RONALD E
Law office
TMO LAW OFFICE 112

What this means

This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.

Status 702: Status 702 means the registration is active, Section 8 was accepted, and a Section 15 declaration of incontestability was also accepted. Incontestability strengthens your rights by limiting certain challenges after five years of continuous use.

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Owner

Attorney of record

The USPTO lists this attorney as the applicant's representative for correspondence on this application.

Jacqueline L. Patt, Esq.

Jacqueline L. Patt, Esq. MARKERY LAW LLCP.O. BOX 84150GAITHERSBURG, MD 20883-4150UNITED STATES

Goods and services

ClassDescriptionStatusFirst use
009Downloadable publications, namely, newsletters form, brochures, pamphlets and books that may be stored on central server systems, individual hard drives, external hard drives, backup systems, floppy disks, CD-ROMs, audio cassettes or video all in the field of financial securities, investment and financial services; Retirement planning tools, namely, software allowing to calculate disposable income in retirement; computer programs for document management; computer programs for generating portfolio reports in the field of financial securities, investment and financial services; software for the management and calculation of credit insurance premiums and loans; software for evaluating the performance of companies; software to analyze financial profits, certificates of securities, prospectus and pocket memorandaACTIVE—
016Printed publications, namely, newsletters, brochures, pamphlets and books all in the field of financial securities, investment and financial servicesACTIVE—
035Real estate investment management services and development of buildings, namely, rental property planning services in commercial matters, also known as Providing business planning and marketing solutions for real estate professionals; Promotion of products for motor vehicles, namely, extended warranties, replacement insurance, credit insurance, appearance products, anti-theft coverage and roadside assistance; management and administration of investment fund companies, for others; Customer service management for others in the field of financial securities, investment and financial services, financial counseling service, assistance with retirement financial planning, financial planning assistance, analysis of financial condition of customers and their needs, wealth management, asset management, business development in the field of financial securities, investment and financial services; Business services provided to the healthcare industry, namely, the collection, reporting, and analysis of healthcare quality data for business purposes, namely, the design of health profiles and statistical reportsACTIVE—
036General insurance services, also known as insurance services of individual and collective person, namely, life insurance, disability insurance, health insurance and critical illness insurance, medical insurance, accident insurance, dental insurance, loan insurance, hospitalization insurance, home care insurance and travel insurance; mortgage insurance services, namely, issuing and administering mortgage insurance; credit insurance services, namely, financial guarantee and surety services; special risks insurance services, also known as international and national risk insurance services, builder's risk insurance services, credit risk insurance services in the nature of factoring agency services; Administration of workplace savings and retirement products, namely, registered retirement savings plans, nonregistered retirement savings plans, registered education savings plans, locked-in retirement accounts, retirement income registered funds, life income funds, annuities, fixed-term annuities; Financial advice and consultancy services regarding investment options, namely, guaranteed interest investments, secured stock-market investment, segregated funds, mutual funds, securities; Brokerage of mutual funds for third parties; Advisory services relating to loan services, namely, investment loans, Registered Retirement Savings Plan lines of credit and Registered Education Savings Plans loans; administration of residential and commercial mortgage loans for third parties; damage insurance administration services in the fields of car insurance, home insurance, liability insurance, travel insurance; Investment advice; Portfolio management of segregated funds and mutual funds; Securities brokerage; Additional trust services for life insurance and annuity services, namely, investment management, investment of funds for others, maintaining fiduciary deposit accounts for investments; Distribution, also known as underwriting, of products for motor vehicles, namely, extended warranties, replacement insurance, credit insurance, appearance products, anti-theft coverage and roadside assistance; financing after-sales service of products for motor vehicles, also known as underwriting extended warranty contracts in the field of extended warranties, replacement insurance, credit insurance, appearance products, anti-theft coverage and roadside assistance; administration of extended warranties and insurance policies for the motor vehicles of others; Management, administration and distribution of investment funds for others; Mortgage brokerage servicesACTIVE—
041Training in the field of customer relations, insurance, financing, banking negotiations, protection of motor vehicles and extended warrantiesACTIVE—
042Platform as a service (PAAS) featuring computer software platforms for allowing administrators to manage their group insurance plan; Platform as a service (PAAS) featuring computer software platforms for allowing daily administration of group insurance plansACTIVE—
044Providing an on-line computer database featuring information regarding health and wellness via a computer database, website, email, telephone and educational activities on health and wellness for the purpose of promoting the health and well-being of peopleACTIVE—

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

DateCodeEventWhat it means
Mar 13, 2026REM2COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED—
Jun 1, 2023NA85NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED—
Jun 1, 2023C15AREGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.—
Jun 1, 2023APRECASE ASSIGNED TO POST REGISTRATION PARALEGAL—
Nov 22, 2022E815TEAS SECTION 8 & 15 RECEIVED—
Nov 22, 2021REM1COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED—
Nov 22, 2016R.PRREGISTERED-PRINCIPAL REGISTERYour 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.
Sep 6, 2016NPUBOFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED—
Sep 6, 2016PUBOPUBLISHED FOR OPPOSITIONYour 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.
Aug 17, 2016NONPNOTIFICATION OF NOTICE OF PUBLICATION E-MAILED—
Aug 1, 2016PREVLAW OFFICE PUBLICATION REVIEW COMPLETED—
Jul 25, 2016CNSAAPPROVED FOR PUB - PRINCIPAL REGISTER—
Jul 22, 2016TEMETEAS/EMAIL CORRESPONDENCE ENTERED—
Jul 22, 2016CRFACORRESPONDENCE RECEIVED IN LAW OFFICE—
Jul 18, 2016ERSITEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED—
Apr 21, 2016GNS2NOTIFICATION OF INQUIRY AS TO SUSPENSION E-MAILED—
Apr 21, 2016GNSIINQUIRY TO SUSPENSION E-MAILED—
Apr 21, 2016CNSISUSPENSION INQUIRY WRITTEN—
Apr 18, 2016RCCKSUSPENSION CHECKED - TO ATTORNEY FOR ACTION—
Apr 18, 2016ALIEASSIGNED TO LIE—
Sep 25, 2015GNS3NOTIFICATION OF LETTER OF SUSPENSION E-MAILED—
Sep 25, 2015GNSLLETTER OF SUSPENSION E-MAILED—
Sep 25, 2015CNSLSUSPENSION LETTER WRITTEN—
Sep 15, 2015TEMETEAS/EMAIL CORRESPONDENCE ENTERED—
Sep 15, 2015CRFACORRESPONDENCE RECEIVED IN LAW OFFICE—
Sep 15, 2015TROATEAS RESPONSE TO OFFICE ACTION RECEIVEDThis 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 27, 2015GNRNNOTIFICATION OF NON-FINAL ACTION E-MAILEDA 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 27, 2015GNRTNON-FINAL ACTION E-MAILEDA 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 27, 2015CNRTNON-FINAL ACTION WRITTENA 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 21, 2015DOCKASSIGNED TO EXAMINER—
Dec 13, 2014MPMKNOTICE OF PSEUDO MARK E-MAILED—
Dec 12, 2014NWOSNEW APPLICATION OFFICE SUPPLIED DATA ENTERED—

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