USPTO serial 86501811
SPONSORWORKS
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jul 5, 2016
- Examiner
- AGOSTO, GISELLE MARIE
- Law office
- TMEG LAW OFFICE 102
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.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Timothy J. Lyden
Timothy J. Lyden VLP Law Group LLPP.O. Box 10503Attn: TrademarksMcLean, VA 22102Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Providing an Internet website portal featuring a multi-functional platform for providing online information in the fields of financial and investment products and services for purposes of promoting, managing, analyzing, tracking, organizing, supervising, targeting, and structuring marketing related sales campaigns, investment data, investment advisor data, investment strategies, and investment reports | ACTIVE | Jan 1, 2016 |
| 042 | Platform as a service (PAAS) featuring a multi-functional computer software platform for providing access to documents, information, data, technology services and content related to financial and investment products and services, investment related trends, and advisor information for purposes of analyzing, tracking, and targeting investment advisor data, advisor investment behavior, client demographic information, investment strategies, investment reports, and third party data to enable users to market, promote, manage, analyze, track, organize, supervise, target, and structure marketing related sales campaigns | ACTIVE | Jan 1, 2016 |
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.
- Other trademarks owned by LPL Financial LLC
- Other trademarks owned by LPL Financial LLC
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jul 5, 2025 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Jun 14, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 14, 2023 | 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. |
| Jun 14, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jun 14, 2023 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jun 14, 2023 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jun 30, 2022 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Jun 30, 2022 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Jun 30, 2022 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jan 26, 2022 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Jul 5, 2021 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Jun 23, 2021 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jun 23, 2021 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 23, 2021 | 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. |
| Jun 23, 2021 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jun 23, 2021 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jul 5, 2016 | 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. |
| May 31, 2016 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| May 28, 2016 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| May 19, 2016 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| May 19, 2016 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Apr 21, 2016 | IUAF | USE AMENDMENT FILED | — |
| Apr 21, 2016 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Oct 27, 2015 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Sep 1, 2015 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Sep 1, 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. |
| Aug 12, 2015 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jul 29, 2015 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Jul 27, 2015 | ALIE | ASSIGNED TO LIE | — |
| Jul 15, 2015 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jul 15, 2015 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Jul 15, 2015 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Jul 15, 2015 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Jul 15, 2015 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Apr 20, 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. |
| Apr 20, 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. |
| Apr 20, 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. |
| Apr 17, 2015 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 23, 2015 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jan 16, 2015 | NWAP | NEW APPLICATION ENTERED | — |