Drawing for TRADEPMR

USPTO serial 87544900

TRADEPMR

Reviewed by CopyMark Law Group

Reg. 5446717Status 705Registered
Filing date
Status date
Registration date
Apr 17, 2018
Examiner
DE JONGE, KATHLEEN
Law office
PUBLICATION AND ISSUE SECTION

What this means

Status 705 means a Madrid-based U.S. registration has accepted Section 71 maintenance and Section 15 incontestability. The U.S. extension is active with strengthened rights. Track next renewal deadlines in TSDR and WIPO records.

Status 705: Status 705 means a Madrid-based U.S. registration has accepted Section 71 maintenance and Section 15 incontestability. The U.S. extension is active with strengthened rights.

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If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.

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Owner

Attorney of record

The USPTO lists this attorney as the applicant's representative for correspondence on this application.

Calla E. Yee

Calla E. Yee Kilpatrick Townsend & Stockton LLPTwo Embarcadero Center, Suite 1900San Francisco, CA 94111United States

Goods and services

ClassDescriptionStatusFirst use
009[ Downloadable software for computers and mobile applications that provides tools for obtaining financial information, managing accounts, and conducting transactions related to banking and investing for use by financial advisors and their clients ]SECTION 8 - CANCELLEDDec 7, 2012
035Providing an on-line computer website that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information; Computerized tax accounting services; Financial record-keeping for regulatory compliance purposes via the InternetACTIVEAug 20, 2008
036Financial management; Financial investment brokerage services; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial consultation services, namely, providing financial analysis services to others; Advice related to investments; Investment advisory services; Registered Investment Advisor (RIA) services, namely, providing financial support services in the nature of investment account performance reports and data analysis, and financial investment portfolio rebalancing, and providing an online internet website portal for obtaining financial information, managing accounts, and conducting transactions related to investing, for use by registered investment advisors (RIAs); providing a website featuring financial information, analysis and guidance in the field of the registered investment advisor industry; Banking services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing and tax management needs; Financial portfolio analysis services; Financial portfolio management; Providing an Internet website portal for financial account management and financial transactionsACTIVE—
042Application service provider (ASP) featuring software for use as an order management application for investment advisors; platform as a service (PAAS) featuring web-based automated and customizable software platforms for management of investments for use by investment advisors and their clients; Platform as a service (PAAS) featuring computer software platforms for use in calculating financial advisor fees, managing retirement accounts, investment data analytics, tax lot accounting and engaging in online tradingACTIVEAug 20, 2008

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

DateCodeEventWhat it means
Jul 9, 2025TCCATEAS CHANGE OF CORRESPONDENCE RECEIVED—
Jul 9, 2025ARAAATTORNEY/DOM.REP.REVOKED AND/OR APPOINTEDThis 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 9, 2025REAPTEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED—
Jul 9, 2025CHANAPPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED—
Jul 9, 2025COARTEAS CHANGE OF OWNER ADDRESS RECEIVED—
Oct 15, 2024NA85NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED—
Oct 15, 2024C15PREGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.—
Oct 15, 2024APRECASE ASSIGNED TO POST REGISTRATION PARALEGAL—
Apr 16, 2024E815TEAS SECTION 8 & 15 RECEIVED—
Apr 17, 2023REM1COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED—
Apr 17, 2018R.PRREGISTERED-PRINCIPAL REGISTERYour 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.
Jan 30, 2018NPUBOFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED—
Jan 30, 2018PUBOPUBLISHED FOR OPPOSITIONYour 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 10, 2018NONPNOTIFICATION OF NOTICE OF PUBLICATION E-MAILED—
Dec 23, 2017CNSAAPPROVED FOR PUB - PRINCIPAL REGISTER—
Dec 22, 2017TEMETEAS/EMAIL CORRESPONDENCE ENTERED—
Dec 22, 2017CRFACORRESPONDENCE RECEIVED IN LAW OFFICE—
Dec 22, 2017ERFRTEAS REQUEST FOR RECONSIDERATION RECEIVED—
Dec 7, 2017GNFNNOTIFICATION OF FINAL REFUSAL EMAILED—
Dec 7, 2017GNFRFINAL REFUSAL E-MAILEDA 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 7, 2017CNFRFINAL REFUSAL WRITTENA 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, 2017TEMETEAS/EMAIL CORRESPONDENCE ENTERED—
Dec 6, 2017CRFACORRESPONDENCE RECEIVED IN LAW OFFICE—
Nov 28, 2017ALIEASSIGNED TO LIE—
Nov 14, 2017TROATEAS RESPONSE TO OFFICE ACTION RECEIVEDThis 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 28, 2017GNRNNOTIFICATION OF NON-FINAL ACTION E-MAILEDA 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.
Oct 28, 2017GNRTNON-FINAL ACTION E-MAILEDA 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.
Oct 28, 2017CNRTNON-FINAL ACTION WRITTENA 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.
Oct 28, 2017DOCKASSIGNED TO EXAMINER—
Aug 1, 2017NWOSNEW APPLICATION OFFICE SUPPLIED DATA ENTERED—
Jul 31, 2017NWAPNEW APPLICATION ENTERED—

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