USPTO serial 86577533
STRATEGY ASSESSMENT
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Nov 8, 2016
- Examiner
- WATSON, JULIE A
- Law office
- TMEG LAW OFFICE 109
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.
Need help with STRATEGY ASSESSMENT?
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.
Current trademark owner
Get help with this Renewal, set up monitoring, or talk with CopyMark.
Get Attorney Assistance for just $299*
Plus Government fees of $650
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
Shoreview, MN
Shoreview, MN
ARDEN HILLS, MN
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Z. Peter Sawicki
Z. Peter Sawicki WESTMAN, CHAMPLIN & KOEHLER, P.A.121 South Eighth Street, Suite 1100MINNEAPOLIS, MN 55402UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Software as a service (SAAS) services, namely, hosting software for use by financial services professionals that collects and sorts personal financial data specific to a particular client or individual and allows for the formulation of financial planning options based on specific answers to questions and data provided by clients | ACTIVE | Jan 6, 2015 |
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 |
|---|---|---|---|
| Nov 8, 2025 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| May 17, 2023 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| May 17, 2023 | 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. |
| May 17, 2023 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Nov 3, 2022 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Nov 8, 2021 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Jun 9, 2021 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jan 20, 2020 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Nov 8, 2016 | 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. |
| Oct 4, 2016 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Sep 29, 2016 | EXPT | EXPARTE APPEAL TERMINATED | — |
| Sep 29, 2016 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Sep 9, 2016 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 9, 2016 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Aug 23, 2016 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Aug 2, 2016 | GEA1 | NOTIFICATION OF ACTION DENYING REQ FOR RECON E-MAILED | — |
| Aug 2, 2016 | GECD | ACTION DENYING REQ FOR RECON E-MAILED | — |
| Aug 2, 2016 | CNCF | ACTION CONTINUING FINAL - COMPLETED | — |
| Jul 29, 2016 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jul 29, 2016 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jul 23, 2016 | ALIE | ASSIGNED TO LIE | — |
| Jul 20, 2016 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Jul 20, 2016 | EXPI | EX PARTE APPEAL-INSTITUTED | — |
| Jul 20, 2016 | JURT | JURISDICTION RESTORED TO EXAMINING ATTORNEY | — |
| Jul 20, 2016 | EXAF | EXPARTE APPEAL RECEIVED AT TTAB | — |
| Jan 20, 2016 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Jan 20, 2016 | GNFR | FINAL REFUSAL E-MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Jan 20, 2016 | CNFR | FINAL REFUSAL WRITTEN | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Dec 31, 2015 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Dec 30, 2015 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Dec 30, 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. |
| Jul 1, 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. |
| Jul 1, 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. |
| Jul 1, 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 29, 2015 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 4, 2015 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 30, 2015 | NWAP | NEW APPLICATION ENTERED | — |