USPTO serial 87154252
INVESTMENT FOUNDATIONS
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Aug 22, 2017
- Examiner
- DALIER, JOHN DAVID
- Law office
- TMEG LAW OFFICE 106
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
Charlottesville, VA, US
Charlottesville, VA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Andrew J. Avsec
Andrew J. Avsec CROWELL & MORNING LLPP.O. Box 10395Chicago, IL 60610-0395UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 041 | Educational services, namely, arranging, conducting, and providing courses of instruction and examinations in the field of securities ethics, structure, tools, and client services and the distribution of course materials and issuance of certificates in connection therewith | ACTIVE | Sep 13, 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 |
|---|---|---|---|
| Aug 22, 2026 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Oct 11, 2023 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| Oct 11, 2023 | 8.OK | REGISTERED - SEC. 8 (6-YR) ACCEPTED | The USPTO accepted your Section 8 declaration showing the mark is still in use in commerce (or excusable nonuse). This satisfies the six-year maintenance requirement and keeps the registration active until the next renewal deadline. |
| Oct 11, 2023 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jun 1, 2023 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Aug 22, 2022 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Nov 17, 2021 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Nov 17, 2021 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Nov 17, 2021 | 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. |
| Nov 17, 2021 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Nov 17, 2021 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Aug 22, 2017 | R.SR | REGISTERED-SUPPLEMENTAL REGISTER | Your mark is registered on the Supplemental Register, which is available for marks that are not yet distinctive enough for the Principal Register but can still identify a source. Protection is more limited than Principal Register registration but can later support a Principal Register application. |
| Jul 20, 2017 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Jul 15, 2017 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Jul 14, 2017 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jul 14, 2017 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jul 14, 2017 | ALIE | ASSIGNED TO LIE | — |
| Jun 6, 2017 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | 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. |
| May 6, 2017 | AAUA | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED | — |
| May 5, 2017 | IUAA | USE AMENDMENT ACCEPTED | — |
| May 4, 2017 | AUPC | AMENDMENT TO USE PROCESSING COMPLETE | — |
| May 4, 2017 | IUAF | USE AMENDMENT FILED | — |
| May 3, 2017 | EAAU | TEAS AMENDMENT OF USE RECEIVED | — |
| Apr 6, 2017 | 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. |
| Apr 6, 2017 | 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. |
| Apr 6, 2017 | 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. |
| Mar 14, 2017 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Mar 14, 2017 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 13, 2017 | ALIE | ASSIGNED TO LIE | — |
| Feb 27, 2017 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | 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. |
| Dec 21, 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. |
| Dec 21, 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. |
| Dec 21, 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. |
| Dec 7, 2016 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 2, 2016 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Sep 1, 2016 | NWAP | NEW APPLICATION ENTERED | — |