USPTO serial 87173623
LIFESTAGE PORTFOLIOS
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jul 23, 2019
- Examiner
- NADELMAN, ANDREA KOYNER
- Law office
- Historical data usage
What this means
Status 702 means the registration is active, Section 8 was accepted, and a Section 15 declaration of incontestability was also accepted. Incontestability strengthens your rights by limiting certain challenges after five years of continuous use. Continue use in commerce and plan for the 10-year Section 8 and 9 renewal.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Jonathan A. Winter
Jonathan A. Winter Farber LLC4 Corporate Drive, Suite 287Shelton, CT 06484United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial asset management; financial investment services in the nature of financial asset management in the field of turnkey asset management; financial investment services, namely, financial investment brokerage, financial investment analysis, investment management; financial advisory services; financial and administrative services, namely, financial consultation, financial analysis, financial trust administration; financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal or credit or debit card over a global data network; financial planning, advisory, and management services; financial portfolio analysis services; financial portfolio management; asset management, namely, cash management, investment management, financial risk management, capital investment consulting, and related services, namely, financial consultancy, excluding all of the above services used in connection with pension, retirement, and other employee benefit plan accounts for clergy and employees of churches and other church-related entities, and the beneficiaries of those individuals | ACTIVE | Mar 18, 2009 |
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 |
|---|---|---|---|
| Nov 13, 2025 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Nov 13, 2025 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Nov 13, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jul 23, 2025 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Jul 23, 2024 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Apr 18, 2024 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Apr 18, 2024 | 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. |
| Apr 18, 2024 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Dec 15, 2023 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Dec 15, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Dec 15, 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. |
| Dec 15, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Dec 15, 2023 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Dec 15, 2023 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jul 23, 2019 | 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 13, 2019 | TMBN | TTAB RELEASE CASE TO TRADEMARKS | — |
| Jun 13, 2019 | OP.T | OPPOSITION TERMINATED NO. 999999 | — |
| Jun 13, 2019 | OP.D | OPPOSITION DISMISSED NO. 999999 | — |
| Jul 25, 2018 | OP.I | OPPOSITION INSTITUTED NO. 999999 | — |
| Jan 31, 2018 | ETOF | EXTENSION OF TIME TO OPPOSE RECEIVED | — |
| Jan 23, 2018 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jan 23, 2018 | 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 3, 2018 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Dec 11, 2017 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Dec 8, 2017 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Dec 7, 2017 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Dec 7, 2017 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Jul 13, 2017 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Jul 13, 2017 | GNFR | FINAL REFUSAL E-MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Jul 13, 2017 | CNFR | FINAL REFUSAL WRITTEN | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Jun 26, 2017 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jun 26, 2017 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 26, 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 28, 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 28, 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 28, 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 22, 2016 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 22, 2016 | MPMK | NOTICE OF PSEUDO MARK E-MAILED | — |
| Sep 21, 2016 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Sep 20, 2016 | NWAP | NEW APPLICATION ENTERED | — |