USPTO serial 87460917
CERTIFIED FUND SPECIALIST
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Mar 10, 2020
- Examiner
- HAN, DAWN L
- 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
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Josh Gerben
Josh Gerben Gerben Perrott, PLLC1050 CONNECTICUT AVE. NWSUITE 500WASHINGTON, DC 20036-5334Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| B | Financial planning | ACTIVE | Mar 1, 1988 |
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 |
|---|---|---|---|
| Jul 11, 2025 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| Jul 11, 2025 | 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. |
| Jul 11, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jul 10, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Mar 31, 2025 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Mar 10, 2025 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Mar 10, 2020 | R.SR | REGISTERED-SUPPLEMENTAL REGISTER | Your mark is registered on the Supplemental Register, which is available for marks that are not yet distinctive enough for the Principal Register but can still identify a source. Protection is more limited than Principal Register registration but can later support a Principal Register application. |
| Feb 3, 2020 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Jan 28, 2020 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Jan 14, 2020 | ZZZX | PREVIOUS ALLOWANCE COUNT WITHDRAWN | — |
| Dec 6, 2019 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Dec 6, 2019 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Sep 17, 2019 | PBCR | WITHDRAWN FROM PUB - OG REVIEW QUERY | — |
| Sep 3, 2019 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Aug 26, 2019 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Aug 20, 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 20, 2019 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Aug 5, 2019 | NREV | NOTICE OF REVIVAL - E-MAILED | — |
| Aug 5, 2019 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Aug 5, 2019 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Aug 5, 2019 | PGRR | PETITION GRANTED - RESPONSE RECEIVED | — |
| Aug 1, 2019 | APET | ASSIGNED TO PETITION STAFF | — |
| Jun 13, 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. |
| Jun 13, 2019 | PROA | TEAS PETITION TO REVIVE RECEIVED | — |
| May 23, 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. |
| May 23, 2019 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Dec 6, 2018 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Dec 6, 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. |
| Dec 6, 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. |
| Nov 9, 2018 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Nov 9, 2018 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Oct 27, 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 30, 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 30, 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 30, 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. |
| Apr 4, 2018 | ZZZX | PREVIOUS ALLOWANCE COUNT WITHDRAWN | — |
| Mar 20, 2018 | PBCR | WITHDRAWN FROM PUB - OG REVIEW QUERY | — |
| Mar 6, 2018 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Feb 9, 2018 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Feb 9, 2018 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Feb 8, 2018 | ALIE | ASSIGNED TO LIE | — |
| Jan 31, 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 28, 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 28, 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 28, 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. |
| Aug 21, 2017 | DOCK | ASSIGNED TO EXAMINER | — |
| May 31, 2017 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| May 26, 2017 | NWAP | NEW APPLICATION ENTERED | — |