USPTO serial 87580327
HSA GUIDED PORTFOLIO
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Feb 12, 2019
- Examiner
- GULIANO, ROBERT N
- 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
Minneapolis, MN, US
Minneapolis, MN, US
Bloomington, MN, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Todd R. Fronek
Todd R. Fronek LARKIN HOFFMAN DALY & LINDGREN LTD.8300 NORMAN CENTER DRIVESUITE 1000MINNEAPOLIS, MN 55437-1060Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Providing a website featuring non-downloadable interactive software for selecting asset allocation of investment choices based on personal criteria within an investment account | ACTIVE | Sep 30, 2015 |
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 |
|---|---|---|---|
| Jun 5, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 5, 2026 | 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. |
| Jun 5, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jun 5, 2026 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jun 5, 2026 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| May 26, 2025 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| May 26, 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 26, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jan 13, 2025 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Jun 6, 2024 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Feb 12, 2024 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Feb 12, 2019 | 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. |
| Jan 9, 2019 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Dec 26, 2018 | ALIE | ASSIGNED TO LIE | — |
| Dec 4, 2018 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Nov 7, 2018 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Nov 6, 2018 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Nov 6, 2018 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Sep 12, 2018 | UNDC | UNDELIVERABLE MAIL - COURTESY COPY MAILED | — |
| Sep 6, 2018 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Sep 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. |
| Sep 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. |
| Aug 16, 2018 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Aug 15, 2018 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Aug 15, 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. |
| Jun 21, 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. |
| Jun 21, 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. |
| Jun 21, 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. |
| May 31, 2018 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 30, 2018 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 30, 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 30, 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 30, 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 30, 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 29, 2017 | DOCK | ASSIGNED TO EXAMINER | — |
| Aug 28, 2017 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Aug 26, 2017 | NWAP | NEW APPLICATION ENTERED | — |