USPTO serial 87304328
INVESTING MADE SMART
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jun 29, 2021
- Examiner
- RITTNER, HANNO I
- 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
Scarborough, Ontario, CA
Scarborough, Ontario, CA
Scarborough, Ontario, CA
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Rebecca Kupfer
Rebecca Kupfer Shift Law Professional Corporation60 St Clair Ave E Suite 300Toronto, Ontario, M4T1N5CANADAGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Referral and affiliate marketing services | ACTIVE | — |
| 036 | Financial management services, investment management services, financial advisory services, investment advisory services, financial analysis services, investment analysis services, financial consultation services, investment consultation services, portfolio management, namely, financial portfolio management, investment portfolio management; operating a website providing information in the field of financial and investment services including financial planning, investment and personal finance advice, and ratings, reviews and comparisons of investment products | ACTIVE | — |
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 |
|---|---|---|---|
| Jun 29, 2026 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Apr 11, 2024 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Apr 11, 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 11, 2024 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Apr 11, 2024 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Apr 11, 2024 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Mar 1, 2024 | WOAG | WITHDRAWAL OF ATTORNEY GRANTED | — |
| Mar 1, 2024 | WOAR | TEAS WITHDRAWAL OF ATTORNEY RECEIVED | — |
| Feb 29, 2024 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Feb 29, 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. |
| Feb 29, 2024 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Feb 29, 2024 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Feb 29, 2024 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jun 29, 2021 | 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. |
| Apr 13, 2021 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Apr 13, 2021 | 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. |
| Mar 24, 2021 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Mar 12, 2021 | MREI | NOTICE OF REINSTATEMENT E-MAILED | — |
| Mar 8, 2021 | ADBS | 1(B) BASIS DELETED; NEW BASIS REQUESTED | — |
| Mar 8, 2021 | PCBG | PETITION TO DIRECTOR - CHANGE BASIS - GRANTED | — |
| Mar 8, 2021 | REIN | REINSTATED | — |
| Mar 5, 2021 | APET | ASSIGNED TO PETITION STAFF | — |
| Mar 1, 2021 | MAB6 | ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED | The intent-to-use application was abandoned because no acceptable Statement of Use (or valid extension) was filed before the Notice of Allowance deadline expired. The application is dead unless revived within a limited window. |
| Mar 1, 2021 | ABN6 | ABANDONMENT - NO USE STATEMENT FILED | The intent-to-use application was abandoned because no acceptable Statement of Use (or valid extension) was filed before the Notice of Allowance deadline expired. The application is dead unless revived within a limited window. |
| Jan 25, 2021 | IUCN | NOTICE OF ALLOWANCE CANCELLED | — |
| Jan 14, 2021 | TPDR | TEAS PETITION TO DIRECTOR RECEIVED | — |
| Aug 8, 2020 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Aug 7, 2020 | EX5G | SOU EXTENSION 5 GRANTED | — |
| Aug 6, 2020 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Jul 15, 2020 | EXT5 | SOU EXTENSION 5 FILED | — |
| Jul 15, 2020 | 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. |
| Jan 18, 2020 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jan 16, 2020 | EX4G | SOU EXTENSION 4 GRANTED | — |
| Jan 16, 2020 | EXT4 | SOU EXTENSION 4 FILED | — |
| Jan 16, 2020 | 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. |
| Aug 8, 2019 | 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. |
| Aug 8, 2019 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jul 24, 2019 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jul 22, 2019 | EX3G | SOU EXTENSION 3 GRANTED | — |
| Jul 22, 2019 | EXT3 | SOU EXTENSION 3 FILED | — |
| Jul 22, 2019 | 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. |
| Jul 22, 2019 | 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 22, 2019 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| May 31, 2019 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Dec 8, 2018 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Dec 6, 2018 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Dec 6, 2018 | EXT2 | SOU EXTENSION 2 FILED | — |
| Dec 6, 2018 | 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. |
| Jul 17, 2018 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jul 13, 2018 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Jul 13, 2018 | EXT1 | SOU EXTENSION 1 FILED | — |
| Jul 13, 2018 | 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. |
| Jan 23, 2018 | 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. |
| Nov 28, 2017 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Nov 28, 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. |
| Nov 8, 2017 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Oct 13, 2017 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Oct 12, 2017 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Oct 11, 2017 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Oct 11, 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. |
| Oct 11, 2017 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Apr 14, 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 14, 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 14, 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. |
| Apr 12, 2017 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 25, 2017 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jan 20, 2017 | NWAP | NEW APPLICATION ENTERED | — |