USPTO serial 87568223
Serial No. 87568223
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Dec 25, 2018
- Examiner
- AWRICH, ELLEN
- 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
Aliso Viejo, CA, US
Aliso Viejo, CA, US
Aliso Viejo, CA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Perry J. Viscounty
Perry J. Viscounty LATHAM & WATKINS LLP650 Town Center Drive, 20th FlCosta Mesa, CA 92626United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial asset management; financial administration of retirement plans; financial and investment management services, namely, providing collective trust funds; financial planning for retirement; financial retirement plan consulting services; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including public equity and debt investment services; financial services, namely, operation and management of collective investment vehicles, namely, collective trust funds and mutual funds; financial trust administration, operations, and planning; mutual funds and capital investment; providing financial risk management services and investment advisory services to investment vehicles and funds, namely, mutual funds, separately managed accounts, variable insurance trusts, collective trust funds, collective income funds, collective investment trusts, collective investment funds, and retirement plans; trust management accounts | 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.
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 13, 2026 | NURC | NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED | — |
| Sep 23, 2026 | C.7C | NEW CERTIFICATE UNDER SECTION 7 - PROCESSED | — |
| Sep 21, 2026 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jul 31, 2026 | ES7R | TEAS SECTION 7 REQUEST RECEIVED | — |
| Mar 19, 2026 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| May 6, 2025 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| May 6, 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. |
| May 5, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Dec 3, 2024 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Dec 25, 2023 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Dec 25, 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. |
| Nov 21, 2018 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Nov 20, 2018 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Nov 19, 2018 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Nov 15, 2018 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Oct 22, 2018 | IUAF | USE AMENDMENT FILED | — |
| Oct 22, 2018 | 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. |
| Aug 21, 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. |
| Jun 26, 2018 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jun 26, 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. |
| Jun 6, 2018 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| May 14, 2018 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| May 12, 2018 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 11, 2018 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 11, 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. |
| Nov 15, 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. |
| Nov 15, 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. |
| Nov 15, 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. |
| Nov 15, 2017 | DOCK | ASSIGNED TO EXAMINER | — |
| Aug 22, 2017 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Aug 19, 2017 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Aug 17, 2017 | NWAP | NEW APPLICATION ENTERED | — |