USPTO serial 87426727
INSTRATEGY
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Apr 13, 2021
- Examiner
- MALYSZEK, KIMBERLY RAY
- 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
SAN DIEGO, CA, US
Rowling and Associates Accountancy Corporation
San Diego, CA, US
Other trademarks owned by Rowling and Associates Accountancy Corporation
SAN DIEGO, CA, US
Rowling and Associates Accountancy Corporation
San Diego, CA, US
Other trademarks owned by Rowling and Associates Accountancy Corporation
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Michael J. Hoisington, Esq.
Michael J. Hoisington, Esq. Higgs Fletcher & Mack, LLP401 W. A Street, Suite 2600San Diego, CA 92101UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Investment research, namely, providing information and research in the field of finance and financial investment; global investment research and advisory services; Providing information and research in the field of finance, financial investments, and financial portfolio models; all of the foregoing excluding for use in the insurance and reinsurance industries | ACTIVE | — |
| 042 | Providing information and research in the field of software configuration, namely, financial investment tax strategy software settings | 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.
- Other trademarks owned by ROWLING & ASSOCIATES, LLC
- Other trademarks owned by Rowling and Associates Accountancy Corporation
- Other trademarks owned by ROWLING & ASSOCIATES, LLC
- Other trademarks owned by Rowling and Associates Accountancy Corporation
- Other trademarks in Class 036
- Other trademarks in Class 042
- Similar marks named INSTRATEGY
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Apr 13, 2026 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Apr 13, 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. |
| Mar 9, 2021 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Mar 9, 2021 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Mar 8, 2021 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Mar 8, 2021 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Mar 8, 2021 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Mar 1, 2021 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Feb 12, 2021 | IUAF | USE AMENDMENT FILED | — |
| Feb 12, 2021 | EXT1 | SOU EXTENSION 1 FILED | — |
| Feb 12, 2021 | 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. |
| Feb 12, 2021 | 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. |
| Feb 10, 2021 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jan 28, 2021 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jan 28, 2021 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Jan 28, 2021 | 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. |
| Jan 28, 2021 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Nov 17, 2020 | 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 22, 2020 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Sep 22, 2020 | 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. |
| Sep 2, 2020 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Aug 18, 2020 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Aug 13, 2020 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 2, 2020 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jul 1, 2020 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jul 1, 2020 | 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. |
| Feb 3, 2020 | 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. |
| Feb 3, 2020 | 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. |
| Feb 3, 2020 | 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. |
| Jan 7, 2020 | RCCK | SUSPENSION CHECKED - TO ATTORNEY FOR ACTION | — |
| Jan 7, 2020 | ALIE | ASSIGNED TO LIE | — |
| May 28, 2019 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| Oct 30, 2018 | GNS3 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | — |
| Oct 30, 2018 | GNSL | LETTER OF SUSPENSION E-MAILED | — |
| Oct 30, 2018 | CNSL | SUSPENSION LETTER WRITTEN | — |
| Oct 29, 2018 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Oct 29, 2018 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Oct 18, 2018 | ALIE | ASSIGNED TO LIE | — |
| Oct 9, 2018 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Apr 10, 2018 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Apr 10, 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. |
| Apr 10, 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. |
| Feb 3, 2018 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Feb 2, 2018 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Feb 2, 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. |
| Aug 2, 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. |
| Aug 2, 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. |
| Aug 2, 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 22, 2017 | DOCK | ASSIGNED TO EXAMINER | — |
| Jun 5, 2017 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Apr 29, 2017 | NWAP | NEW APPLICATION ENTERED | — |