USPTO serial 86878729
TRUST-CFO
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Aug 23, 2016
- Examiner
- WEIGLE, KATHERINE CONNOLLY
- Law office
- PUBLICATION AND ISSUE SECTION
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.
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Owner
Granite Bay, CA, US
Roseville, CA, US
Granite Bay, CA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Marc E. Hankin
Marc E. Hankin HANKIN PATENT LAW, A PROFESSIONAL CORPORATION11414 Thurston CircleLos Angeles, CA 90049United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial administration of retirement plans; Financial planning for retirement; Financial risk management; Financial trust administration; Insurance administration; Insurance administration in the field of life | ACTIVE | Jul 3, 2012 |
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 |
|---|---|---|---|
| Jan 20, 2026 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Jan 20, 2026 | 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. |
| Jan 20, 2026 | 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. |
| Jan 20, 2026 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Oct 14, 2025 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Aug 23, 2025 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Oct 18, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Oct 18, 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. |
| Oct 18, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Dec 10, 2021 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Dec 10, 2021 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Dec 10, 2021 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Sep 8, 2021 | 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. |
| Jun 7, 2016 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jun 7, 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. |
| May 18, 2016 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| May 3, 2016 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| May 3, 2016 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 22, 2016 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jan 21, 2016 | NWAP | NEW APPLICATION ENTERED | — |