USPTO serial 86888595
V
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Nov 29, 2016
- Examiner
- DANG, PETER T
- 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
CORNELIUS, NC, US
Cornelius, NC, US
Cornelius, NC, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Benjamin A. Costa
Benjamin A. Costa Ridder, Costa & Johnstone LLP#7550440 N Barranca AveCovina, CA 91723Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Computer software for use in trust accounting and wealth management; Computer software for trust account management, stock investment analysis, wealth management, and analysis of personal financial portfolios | ACTIVE | Mar 9, 2016 |
| 042 | Providing a website featuring non-downloadable computer software for use in trust account and wealth management funds transfer and distribution management, including providing for electronic approval of transfer and distribution requests; Application service provider (ASP) featuring software for use in trust accounting and wealth management; Providing temporary use of an on-line non-downloadable software tool for use in facilitating trust account compliance with federal regulations | ACTIVE | Jan 15, 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
| Date | Code | Event | What it means |
|---|---|---|---|
| Feb 28, 2026 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Feb 28, 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. |
| Feb 28, 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. |
| Feb 28, 2026 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Dec 3, 2025 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Nov 29, 2025 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Aug 25, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Aug 25, 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. |
| Aug 25, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Aug 25, 2023 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Aug 25, 2023 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Oct 14, 2022 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Oct 14, 2022 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Oct 12, 2022 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Apr 15, 2022 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Nov 29, 2021 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Nov 29, 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. |
| Oct 25, 2016 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Oct 24, 2016 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Oct 17, 2016 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Oct 17, 2016 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Sep 28, 2016 | IUAF | USE AMENDMENT FILED | — |
| Sep 28, 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. |
| Aug 16, 2016 | 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. |
| Jun 21, 2016 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jun 21, 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. |
| Jun 1, 2016 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| May 18, 2016 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| May 11, 2016 | DOCK | ASSIGNED TO EXAMINER | — |
| Feb 2, 2016 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Feb 1, 2016 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Feb 1, 2016 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jan 30, 2016 | NWAP | NEW APPLICATION ENTERED | — |