USPTO serial 86549534
Reviewed by CopyMark Law Group
This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.
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.
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial and family office services, namely, providing financial advice, investment consultation, investment management, investment valuations, estate and financial trust planning, providing financial information and advice in the field of living and retirement to high net worth individuals but expressly excluding services as an investment adviser as that term is defined by the Investment Advisers Act of 1940; trust services, namely, investment and trust company services | ACTIVE | Dec 1, 2015 |
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 |
|---|---|---|---|
| Dec 8, 2025 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Dec 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. |
| Dec 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. |
| Dec 8, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Aug 26, 2025 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Aug 23, 2025 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Feb 28, 2023 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Feb 28, 2023 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Feb 28, 2023 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Aug 11, 2022 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Aug 23, 2021 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Aug 23, 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. |
| Jul 19, 2016 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Jul 18, 2016 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Jul 7, 2016 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Jun 16, 2016 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| May 24, 2016 | IUAF | USE AMENDMENT FILED | — |
| May 24, 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. |
| Mar 15, 2016 | 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. |
| Jan 19, 2016 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jan 19, 2016 | 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. |
| Dec 30, 2015 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Dec 11, 2015 | EAAU | TEAS AMENDMENT OF USE RECEIVED | — |
| Dec 11, 2015 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Dec 11, 2015 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Dec 11, 2015 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Dec 11, 2015 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Dec 11, 2015 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Dec 5, 2015 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Dec 4, 2015 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Dec 4, 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. |
| Jun 8, 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. |
| Jun 8, 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. |
| Jun 8, 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. |
| Jun 4, 2015 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 13, 2015 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 4, 2015 | NWAP | NEW APPLICATION ENTERED | — |