USPTO serial 86656648
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.
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| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Providing information and analysis in the field of economic market data; market analysis; business risk management; preparing financial reports for others; providing and updating a financial index; investment marketing services, namely, promoting or advertising the investment funds, stocks, bonds, options, commodities, futures and other securities and commodity pools and other collective investment vehicles of others | ACTIVE | — |
| 036 | Investment management; investment advice; financial risk management; financial management consultation; financial consultation; providing financial management information; providing financial information; financial research; financial investment data analysis; financial analysis of financial reports; funds investment; financial investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; financial investment services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles; financial investment services, namely, administering the issuance and distribution of securities; financial investment services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal or a credit or debit card over a global data network; distribution of exchange-traded funds; financial administration of exchange-traded funds; providing financial information in the field of investment opportunities and financial analysis; providing an interactive website and on-line computer database in the fields of finance information, investment advisory services, investment management and financial management; financial planning for retirement; individual retirement account services, namely, design of individual retirement plans for others, financial administration of individual retirement plans and financial advisory and consultancy services regarding individual retirement plans; providing financial information and financial consultation in the field of designing retirement plans for others and retirement planning; providing personalized financial information in the field of financial planning and retirement | ACTIVE | — |
| 042 | Providing temporary use of on-line non-downloadable computer software for use by others in rendering financial services, namely, software for the collection, editing, organizing, modifying, book marking, transmission, storage and sharing of data and information in the fields of financial risk management, financial management and investment management; providing on-line non-downloadable computer software for evaluating, analyzing and assessing financial risks of investments and evaluating and analyzing finances; providing temporary use of on-line non-downloadable computer software used in connection with financial services, namely, software for the collection, editing, organizing, modifying, book marking, transmission, storage and sharing of data and information in the fields of financial management, investment management, retirement plans and personalized financial planning | ACTIVE | — |
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 |
|---|---|---|---|
| May 24, 2025 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Mar 14, 2023 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Mar 14, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Mar 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. |
| Mar 14, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Mar 14, 2023 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Aug 26, 2022 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Aug 26, 2022 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Aug 26, 2022 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Mar 4, 2022 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| May 24, 2021 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| May 24, 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. |
| Apr 22, 2016 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Apr 21, 2016 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Apr 20, 2016 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Apr 14, 2016 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Mar 9, 2016 | IUAF | USE AMENDMENT FILED | — |
| Mar 9, 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. |
| Dec 22, 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. |
| Oct 27, 2015 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Oct 27, 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. |
| Oct 7, 2015 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Sep 18, 2015 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Sep 18, 2015 | DOCK | ASSIGNED TO EXAMINER | — |
| Jun 13, 2015 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Jun 12, 2015 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jun 12, 2015 | NWAP | NEW APPLICATION ENTERED | — |