USPTO serial 87152085
Serial No. 87152085
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Apr 11, 2017
- Examiner
- DEFORD, JEFFREY S
- Law office
- Historical data usage
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
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Douglas R. Wolf
Douglas R. Wolf Wolf, Greenfield & Sacks, P.C.600 Atlantic AvenueBoston, MA 02210United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial services, namely, financial planning, research and advisory services; estate planning, trust and estate management, administration and settlement services; investment consultation, advisory and management; financial analysis, consultation, and management; financial planning for retirement; custodial banking services, financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; corporate trustee services; tax planning; financial planning services, namely, developing and managing charitable gifts; bill payment services; family office services, namely, financial planning and advisory services, trust and estate planning, investment consultation, advisory and management, tax planning and advisory services, and financial philanthropic gift planning | ACTIVE | Jul 11, 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 |
|---|---|---|---|
| Sep 4, 2026 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Apr 11, 2026 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Jan 13, 2026 | NURC | NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED | — |
| Dec 19, 2025 | COC. | CORRECTION UNDER SECTION 7 - PROCESSED | — |
| Dec 15, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Sep 29, 2025 | ES7R | TEAS SECTION 7 REQUEST RECEIVED | — |
| Mar 6, 2023 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Mar 6, 2023 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Feb 28, 2023 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Aug 11, 2022 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Jul 28, 2022 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jul 28, 2022 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jul 28, 2022 | 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. |
| Jul 28, 2022 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jul 28, 2022 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Apr 11, 2022 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Jul 23, 2020 | CORV | REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED | — |
| Jun 5, 2020 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Apr 11, 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 24, 2017 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jan 24, 2017 | 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. |
| Jan 4, 2017 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Dec 9, 2016 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Dec 9, 2016 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Dec 9, 2016 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Dec 9, 2016 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Dec 9, 2016 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Dec 6, 2016 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 1, 2016 | MDSM | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Aug 31, 2016 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Aug 30, 2016 | NWAP | NEW APPLICATION ENTERED | — |