USPTO serial 87578401
TAX SYNCHRONIZED PORTFOLIO
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Oct 30, 2018
- Examiner
- FOSDICK, GEOFFREY A
- 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
Chicago, IL
Chicago, IL
Chicago, IL
CHICAGO, IL
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Felicia Altman
Felicia Altman Make Your Trademark,LLC301 116th Ave SEBellevue, WA 98004United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial portfolio management | ACTIVE | Aug 24, 2018 |
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 The Mather Group, Inc.
- Other trademarks owned by The Mather Group, Inc.
- Other trademarks owned by The Mather Group, Inc.
- Other trademarks owned by THE MATHER GROUP, LLC
- Other trademarks in Class 036
- Similar marks named TAX SYNCHRONIZED PORTFOLIO
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| 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 | — |
| Nov 29, 2024 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Oct 30, 2023 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Jul 14, 2021 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Jun 18, 2020 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Oct 30, 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. |
| Sep 22, 2018 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Sep 21, 2018 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Sep 20, 2018 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Sep 19, 2018 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Aug 24, 2018 | IUAF | USE AMENDMENT FILED | — |
| Aug 24, 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. |
| Mar 13, 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. |
| Jan 16, 2018 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jan 16, 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. |
| Dec 27, 2017 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Dec 6, 2017 | ALIE | ASSIGNED TO LIE | — |
| Nov 28, 2017 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Nov 28, 2017 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Nov 28, 2017 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Nov 28, 2017 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Nov 28, 2017 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Nov 28, 2017 | DOCK | ASSIGNED TO EXAMINER | — |
| Aug 26, 2017 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Aug 25, 2017 | NWAP | NEW APPLICATION ENTERED | — |