USPTO serial 87407619
YOUNGSMARTWEALTHY
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Dec 10, 2019
- Examiner
- FINK, GINA M
- Law office
- Historical data usage
What this means
Status 701 means the registration is active and the first Section 8 declaration of continued use was accepted. The next major deadline is the combined Section 8 and Section 9 filing at the 10-year anniversary. Calendar the 10-year Section 8 and 9 combined renewal.
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Owner
Irvine, CA, CA
Toronto, Ontario, CA
Toronto, Ontario, CA
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Karen C. Kline
Karen C. Kline DUANE MORRIS LLP5100 Town Center Circle, Suite 400BR-IPBoca Raton, FL 33486-1008Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Audio books, e-books, downloadable electronic books, audio and video tapes, DVDs, downloadable electronic pamphlets, downloadable electronic papers, downloadable electronic articles, and downloadable electronic newspaper and magazine columns, all about financial matters; computer software for financial planning, investment management, financial management and wealth management; downloadable training material and manuals in the fields of financial planning, investment management, financial management and wealth management; downloadable software applications for financial planning, investment management, financial management and wealth management; downloadable electronic educational publications, namely, workbooks, worksheets and hand-outs in the fields of financial planning, investment management, financial management and wealth management | ACTIVE | Sep 16, 2019 |
| 036 | Financial investment counseling; financial planning and analysis; financial services, namely, wealth management services, financial management, investment advice, investment consultation; consulting, advice and information on wealth management, financial planning, investment management, financial management; providing interactive websites in the fields of wealth management, financial services, financial planning, investment management, financial management | ACTIVE | Sep 16, 2019 |
| 041 | Educational services, namely, arranging and conducting financial conferences and seminars; education services, namely, conducting classes, seminars and workshops in the field of financial planning, investment management, financial management and wealth management; educational services, namely, providing live and online courses, training, seminars and workshops in the fields of financial planning, investment management, financial management, wealth management; providing blogs, video blogs, and podcasts in the fields of wealth management, financial services, financial planning, investment management, financial management; educational mentoring and personal coaching in the fields of wealth management, financial planning, investment management, financial management; providing online non-downloadable training material and manuals in the fields of financial planning, investment management, financial management and wealth management; providing online non-downloadable software applications in the fields of financial planning, investment management, financial management and wealth management | ACTIVE | Sep 16, 2019 |
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 Davidson, Michael
- Other trademarks owned by Davidson, Michael
- Other trademarks owned by Davidson, Michael
- Other trademarks in Class 009
- Other trademarks in Class 036
- Other trademarks in Class 041
- Similar marks named YOUNGSMARTWEALTHY
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Apr 24, 2026 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| Apr 24, 2026 | 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. |
| Apr 24, 2026 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Dec 10, 2025 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Dec 10, 2024 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| May 8, 2020 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| May 8, 2020 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| May 8, 2020 | 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. |
| May 8, 2020 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| May 8, 2020 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Dec 10, 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. |
| Nov 2, 2019 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Nov 1, 2019 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Oct 31, 2019 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Oct 29, 2019 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Oct 15, 2019 | IUAF | USE AMENDMENT FILED | — |
| Oct 15, 2019 | 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. |
| Apr 18, 2019 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Apr 16, 2019 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Apr 16, 2019 | EXT2 | SOU EXTENSION 2 FILED | — |
| Apr 16, 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. |
| Oct 18, 2018 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Oct 16, 2018 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Oct 16, 2018 | EXT1 | SOU EXTENSION 1 FILED | — |
| Oct 16, 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. |
| Apr 17, 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. |
| Feb 20, 2018 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Feb 20, 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 31, 2018 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jan 12, 2018 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jan 12, 2018 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Jan 12, 2018 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Jan 12, 2018 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Jan 12, 2018 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jan 4, 2018 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Jan 4, 2018 | 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. |
| Jan 4, 2018 | 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. |
| Dec 14, 2017 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Dec 13, 2017 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Dec 13, 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. |
| Jul 7, 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. |
| Jul 7, 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. |
| Jul 7, 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. |
| Jul 3, 2017 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 20, 2017 | MPMK | NOTICE OF PSEUDO MARK E-MAILED | — |
| Apr 19, 2017 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Apr 14, 2017 | NWAP | NEW APPLICATION ENTERED | — |