USPTO serial 87292205
PORTFOLIO PAYCHECKS
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- —
- Examiner
- GALBO, AMANDA
- Law office
- TMO LAW OFFICE 125 - EXAMINING ATTORNEY ASSIGNED
What this means
These status codes mean the trademark application is abandoned and no longer pending. Common reasons include missing an Office Action response (600), filing without a valid basis (602), express abandonment by the applicant (604), or failure to respond to an examiner's inquiry (618). Revival may be possible in limited circumstances. If abandonment was unintentional, consult counsel about a petition to revive. Otherwise file a new application if protection is still needed.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Pollie Gautsch, Esq.
Pollie Gautsch, Esq. G&A LEGAL, APC665 SAN RODOLFO 124-209SOLANA BEACH, CA 92075UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Computer software for use by others in rendering financial services, namely, software for collecting, analyzing, organizing, storing, and transmitting data and information and providing customized advice in the fields of financial risk management, financial management, investment management, personalized financial planning and retirement planning; downloadable electronic publications in the nature of newsletters, reports, guides, charts, worksheets, forms, instructional materials, educational materials, presentations, bulletins, pamphlets, and booklets in the fields of investing, investment funds, exchange traded funds, investment advisory services, finance, mutual fund investment advisory services, investment management services and financial management services in the nature of pooled investment funds | ACTIVE | Oct 21, 2008 |
| 036 | Financial services, namely, providing information to others in the fields of financial investments, stocks and bonds, real estate, insurance and financial planning; Financial services, namely, wealth management; financial analysis; cash management; Portfolio construction, being financial portfolio management; providing financial advice; insurance brokerage services; Investment management services; Financial planning for retirement; Individual retirement account services; mortgage lending services; mortgage brokerage services; insurance administration services, namely, assisting others with adjusting insurance claims, assisting others with collecting insurance premiums; and lease purchase financing services; investment selection advisory, namely, investment advice in the field of real estate investment trusts (REIT); brokerage services in the field of securities and various packaged financial products, namely, mutual funds, exchange-traded funds, closed-end funds, unit investment trusts, real estate investment trusts, general equities, variable insurance products and annuity products | ACTIVE | Oct 21, 2008 |
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 3, 2020 | MAB0 | ABANDONMENT NOTICE MAILED - INCOMPLETE RESPONSE | — |
| Feb 3, 2020 | ABN0 | ABANDONMENT - INCOMPLETE RESPONSE | — |
| Jan 14, 2020 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jan 14, 2020 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jan 8, 2020 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Jul 12, 2019 | GNS1 | NOTIFICATION OF SUBSEQUENT FINAL EMAILED | — |
| Jul 12, 2019 | GNSF | SUBSEQUENT FINAL EMAILED | — |
| Jul 12, 2019 | CFRC | SUBSEQUENT FINAL REFUSAL WRITTEN | — |
| Jun 18, 2019 | AAUA | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED | — |
| Jun 17, 2019 | CFRC | SUBSEQUENT FINAL REFUSAL WRITTEN | — |
| Jun 15, 2019 | IUAA | USE AMENDMENT ACCEPTED | — |
| May 23, 2019 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 23, 2019 | AUPC | AMENDMENT TO USE PROCESSING COMPLETE | — |
| May 23, 2019 | IUAF | USE AMENDMENT FILED | — |
| May 22, 2019 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 22, 2019 | 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 22, 2019 | EAAU | TEAS AMENDMENT OF USE RECEIVED | — |
| Nov 28, 2018 | 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. |
| Nov 28, 2018 | 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. |
| Nov 28, 2018 | 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. |
| Nov 5, 2018 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Nov 5, 2018 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Oct 24, 2018 | ALIE | ASSIGNED TO LIE | — |
| Oct 15, 2018 | 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. |
| Apr 16, 2018 | 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 16, 2018 | 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 16, 2018 | 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 26, 2018 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Mar 26, 2018 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 26, 2018 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Sep 26, 2017 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Sep 26, 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. |
| Sep 26, 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. |
| Sep 5, 2017 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 4, 2017 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 4, 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. |
| Apr 11, 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 11, 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 11, 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 30, 2017 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 13, 2017 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jan 10, 2017 | NWAP | NEW APPLICATION ENTERED | — |