Drawing for ASSET VANTAGE

USPTO serial 86858372

ASSET VANTAGE

Reviewed by CopyMark Law Group

Reg. 5106427Status 704Renewal
Filing date
Status date
Registration date
Dec 20, 2016
Examiner
ENGEL, MICHAEL
Law office
—

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.

Status 704: Status 704 applies to Madrid Protocol extensions of protection in the U.S. Section 71 (similar to Section 8) showing continued use was accepted. The U.S. extension remains active.

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Owner

Attorney of record

The USPTO lists this attorney as the applicant's representative for correspondence on this application.

Alexander Lazouski

Alexander Lazouski LAZOUSKI IP LLC14726 BOWFIN TER.,SUITE 1LAKEWOOD RANCH, FL 34202

Goods and services

ClassDescriptionStatusFirst use
009Computer software for use in uploading, importing, storing, accessing, data management and using financial related documents and electronic files for financial transaction data, account management, financial reporting, accounting features and related reference information; computer software for automating the process of global investment management; computer software for use in electronically searching, reading, and pulling information and data from electronic documents and automatically analysing such information and data into financial portfolio performance charts; computer software for performing investment analytics; computer software for integrated accounting; computer software containing back office solutions; computer software for market watch; computer software for consolidating individual or family wealth data; computer software to sync investments, banking transactions and all related documents on a single platformACTIVEJun 2, 2016
036[ Personal and small business financial and investment management services; personal investment management services; financial transaction services, namely, budget planning in the nature of income and expense transaction tracking; financial planning; financial management; financial analysis; financial services, namely, tracking of personal and business expenses; forecasting and analysis of financial data; financial data aggregation, namely, electronically collecting financial data from multiple accounts into a single location for financial review analysis; financial administration and management services for the administration of credit and debit cards, loans, mortgages, investments and financial accounts; providing information, news, opinions and advice in the fields of banking, financial management, saving and financial planning and retirement financial planning, including via computer and communication networks, the internet, and social media; providing information and news regarding investment opportunities; providing research reports on investment ]SECTION 8 - CANCELLEDJun 2, 2016
042Software as a service (SaaS) for the provision of use of online non-downloadable software for use in uploading, importing, storing, accessing, and using financial related documents and electronic files for financial transaction data, account management, financial reporting, accounting features and related reference information; providing temporary use of online non-downloadable software for use in electronically searching, reading, and pulling information and data from electronic documents and automatically analysing such information and data into portfolio information; hosting and providing a website that features technology that enables users to upload, import, store, access, and use finance related documents and electronic files for financial transaction data, account management, financial reporting, accounting features and related reference information; providing a website that features technology that enables users to electronically search, read, and pull information and data from electronic documents and automatically enter such information and data into tax forms; software as a service for providing real-time access to an individual or family's wealth assets; software as a service (SaaS) for use by individuals or companies for purposes of accounting, preparing tax returns and tax planningACTIVEJun 2, 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.

Prosecution history

DateCodeEventWhat it means
Oct 7, 2026E89RTEAS SECTION 8 & 9 RECEIVED—
Dec 20, 2025REM2COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED—
Jun 20, 2023NAS8NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED—
Jun 20, 20238.PRREGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED—
Jun 15, 2023APRECASE ASSIGNED TO POST REGISTRATION PARALEGAL—
Jan 25, 2023ASGNAUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP—
Dec 20, 2022ES8RTEAS SECTION 8 RECEIVED—
Dec 20, 2021REM1COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED—
Dec 20, 2016R.PRREGISTERED-PRINCIPAL REGISTERYour 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.
Nov 15, 2016SUNANOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED—
Nov 14, 2016CNPRALLOWED PRINCIPAL REGISTER - SOU ACCEPTED—
Oct 14, 2016SUPCSTATEMENT OF USE PROCESSING COMPLETE—
Oct 14, 2016AITUCASE ASSIGNED TO INTENT TO USE PARALEGAL—
Sep 27, 2016IUAFUSE AMENDMENT FILED—
Sep 27, 2016EISUTEAS STATEMENT OF USE RECEIVEDThe 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.
Jul 26, 2016NOAMNOA E-MAILED - SOU REQUIRED FROM APPLICANTA 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.
May 31, 2016NPUBOFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED—
May 31, 2016PUBOPUBLISHED FOR OPPOSITIONYour 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.
May 11, 2016NONPNOTIFICATION OF NOTICE OF PUBLICATION E-MAILED—
Apr 27, 2016CNSAAPPROVED FOR PUB - PRINCIPAL REGISTER—
Apr 26, 2016TEMETEAS/EMAIL CORRESPONDENCE ENTERED—
Apr 25, 2016CRFACORRESPONDENCE RECEIVED IN LAW OFFICE—
Apr 25, 2016TROATEAS RESPONSE TO OFFICE ACTION RECEIVEDThis 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.
Apr 25, 2016GNRNNOTIFICATION OF NON-FINAL ACTION E-MAILEDA 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 25, 2016GNRTNON-FINAL ACTION E-MAILEDA 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 25, 2016CNRTNON-FINAL ACTION WRITTENA 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 14, 2016DOCKASSIGNED TO EXAMINER—
Jan 6, 2016NWOSNEW APPLICATION OFFICE SUPPLIED DATA ENTERED—
Dec 31, 2015NWAPNEW APPLICATION ENTERED—

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