USPTO serial 87321494
HIGH END WEALTH MANAGEMENT WITH A FAMILY FEEL
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jan 30, 2018
- Examiner
- SEVERSON, KAREN
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 710 means the registration was cancelled because a required Section 8 declaration of continued use was not filed within the deadline (including any grace period). The federal registration is no longer active. Evaluate filing a new application if you still use the mark, or petition if cancellation was erroneous. Consult counsel on remaining common-law rights.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Christina S. Loza
CHRISTINA S. LOZA LOZA & LOZA, LLP305 NORTH 2ND AVENUE #127UPLAND, CA 91786UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial planning for retirement; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; estate and trust planning; financial trust planning; financial consultations in the field of portfolio management and planning; online financial planning services; financial planning and services, namely, wealth management services; mutual fund planning and advisory services; hedge fund investment services; financial advisory and consultancy services; debt and expense counseling and management services; financial management of pension planning and rollover refinancing or reinvestment; investment advice and consulting; financial risk assessment services; financial services, namely, broker/dealer services in the field of stocks, bonds, mutual funds, and exchange traded funds; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes | SECTION 8 - CANCELLED | Jan 31, 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.
- Other trademarks owned by Miramontes Capital, LLC
- Other trademarks owned by Miramontes Capital, LLC
- Other trademarks owned by Miramontes Capital, LLC
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Aug 9, 2024 | C8.. | CANCELLED SEC. 8 (6-YR) | — |
| Jan 30, 2023 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Jan 30, 2018 | 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. |
| Dec 29, 2017 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Dec 28, 2017 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Dec 14, 2017 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Dec 14, 2017 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Nov 30, 2017 | IUAF | USE AMENDMENT FILED | — |
| Nov 30, 2017 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Nov 14, 2017 | 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. |
| Sep 19, 2017 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Sep 19, 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. |
| Aug 30, 2017 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Aug 9, 2017 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Aug 8, 2017 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Aug 7, 2017 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Aug 7, 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. |
| Mar 13, 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. |
| Mar 13, 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. |
| Mar 13, 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 7, 2017 | DOCK | ASSIGNED TO EXAMINER | — |
| Feb 6, 2017 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Feb 4, 2017 | NWAP | NEW APPLICATION ENTERED | — |