USPTO serial 86698786
LEGACY ADVISOR STRATEGIES
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- —
- Examiner
- IM, JEAN H
- Law office
- TMEG LAW OFFICE 101 - EXAMINING ATTORNEY ASSIGNED
What this means
These status codes mean the trademark application is abandoned and no longer pending. Common reasons include missing an Office Action response (600), filing without a valid basis (602), express abandonment by the applicant (604), or failure to respond to an examiner's inquiry (618). Revival may be possible in limited circumstances. If abandonment was unintentional, consult counsel about a petition to revive. Otherwise file a new application if protection is still needed.
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Owner
San Diego, CA
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Paul Nardulli
PAUL NARDULLI Optima Law Group4275 Executive Sq Ste 200LA Jolla, CA 92037-1476UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Computer software that provides web-based access to legacy planning applications and services for financial professionals and estate planning attorneys through a web operating system or portal interface; downloadable documents and tools in the fields of legacy planning, estate planning and financial planning provided via a website; downloadable electronic publications in the nature of instructional manuals, guides, whitepapers, magazines, and newsletters in the field of legacy planning and family history | ACTIVE | Dec 1, 2014 |
| 036 | Providing on-line information and tools such as guides, marketing and collateral material, event ideas, invitations and templates, to financial services professionals and estate planning attorneys for the purpose of assisting in client legacy planning; legacy planning services, namely, assisting client families with personalized plans for creating a meaningful legacy and transferring family values, not wealth; providing an online resource center for financial professional and estate planning attorneys to assist their clients in the field of legacy planning and family history with a multi-generational reach and planning approach | ACTIVE | Dec 1, 2014 |
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 |
|---|---|---|---|
| Jun 17, 2016 | MAB2 | ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND | The trademark application was abandoned because a required response or document was not filed by the deadline — usually a missed Office Action response. The application is dead unless a petition to revive is granted within a limited time. |
| Jun 17, 2016 | ABN2 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE | The trademark application was abandoned because a required response or document was not filed by the deadline — usually a missed Office Action response. The application is dead unless a petition to revive is granted within a limited time. |
| Nov 6, 2015 | CNRT | NON-FINAL ACTION 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. |
| Nov 5, 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. |
| Oct 29, 2015 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 25, 2015 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jul 23, 2015 | NWAP | NEW APPLICATION ENTERED | — |