USPTO serial 86981310
WHITE COAT INVESTOR
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Feb 14, 2017
- Examiner
- LOBO, DEBORAH E
- 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
Sandy, UT, US
Sandy, UT, US
Salt Lake City, UT, US
WCI INTELLECTUAL PROPERTY, LLC
SALT LAKE CITY, UT, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
LaVar Oldham
LaVar Oldham WORKMAN NYDEGGER60 EAST SOUTH TEMPLE SUITE 1000SALT LAKE CITY, UT 84111United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial advice services, namely, financial advice services for doctors and other high salary individuals | ACTIVE | May 22, 2011 |
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.
- Other trademarks owned by The White Coat Investor, LLC
- Other trademarks owned by The White Coat Investor, LLC
- Other trademarks owned by The White Coat Investor, LLC
- Other trademarks owned by WCI INTELLECTUAL PROPERTY, LLC
- Other trademarks in Class 036
- Similar marks named WHITE COAT INVESTOR
- Recently changed USPTO trademarks
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Apr 29, 2026 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Apr 29, 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. |
| Apr 29, 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. |
| Apr 29, 2026 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Feb 23, 2026 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Feb 15, 2026 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Jun 12, 2023 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Jun 12, 2023 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Jun 12, 2023 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Dec 8, 2022 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Feb 14, 2022 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Jun 10, 2020 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Feb 14, 2017 | 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. |
| Jan 12, 2017 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Jan 11, 2017 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Jan 6, 2017 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jan 5, 2017 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Jan 5, 2017 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Jan 5, 2017 | DPCC | DIVISIONAL PROCESSING COMPLETE | — |
| Jan 5, 2017 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Dec 8, 2016 | IUAF | USE AMENDMENT FILED | — |
| Dec 8, 2016 | EXT1 | SOU EXTENSION 1 FILED | — |
| Dec 8, 2016 | DRRR | DIVISIONAL REQUEST RECEIVED | — |
| Dec 8, 2016 | ERTD | TEAS REQUEST TO DIVIDE RECEIVED | — |
| Dec 8, 2016 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Dec 8, 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. |
| Nov 17, 2016 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Nov 17, 2016 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Sep 20, 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. |
| Jul 26, 2016 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jul 26, 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. |
| Jul 6, 2016 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jun 23, 2016 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jun 23, 2016 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Jun 23, 2016 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Jun 23, 2016 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Jun 23, 2016 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jun 9, 2016 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-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. |
| Jun 9, 2016 | GNRT | NON-FINAL ACTION E-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. |
| Jun 9, 2016 | 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. |
| Jun 8, 2016 | DOCK | ASSIGNED TO EXAMINER | — |
| Feb 29, 2016 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Feb 27, 2016 | NWAP | NEW APPLICATION ENTERED | — |