Drawing for BRIGHTER FINANCIAL BLUEPRINT

USPTO serial 87585428

BRIGHTER FINANCIAL BLUEPRINT

Reviewed by CopyMark Law Group

Reg. 6195525Status 702Renewal
Filing date
Status date
Registration date
Nov 10, 2020
Examiner
KNIGHT, TROY FRANK
Law office
Historical data usage

What this means

This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.

Status 702: Status 702 means the registration is active, Section 8 was accepted, and a Section 15 declaration of incontestability was also accepted. Incontestability strengthens your rights by limiting certain challenges after five years of continuous use.

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Owner

Attorney of record

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

Thomas D. Foster

Thomas D. Foster TDFOSTER - INTELLECTUAL PROPERTY LAW11622 El Camino Real, Suite 100SAN DIEGO, CA 92130United States

Goods and services

ClassDescriptionStatusFirst use
035Insurance lead collection and matching services, namely, matching consumer requests for insurance policy quotes collected over the internet to pre-qualified insurance brokers, agents and agencies interested in those requests; Tax and taxation planning, advice, information and consultancy services; Tax assessment; Tax consultation; Administration of employee benefit plans concerning life, disability, health, LTC; Promotion of financial and insurance services, on behalf of third parties; Providing insurance agent referralsACTIVEJun 23, 2020
036Advice relating to investments; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial administration of retirement plans; Financial administration of income plans; Financial advice, namely, budget planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial management in the field of income planning for retirement; Financial retirement plan consulting services; Insurance administration in the field of life, disability, health, LTC; Insurance administration of prescription drug benefit plans; Insurance agencies in the field of life, disability, health, LTC; Insurance agency and brokerage; Insurance and financial information and consultancy services; Insurance brokerage; Insurance claims processing; Insurance claims processing in the field of life, disability, health, LTC claims; Insurance services, namely, underwriting, issuance and administration of life, disability, health, LTC insurance; Insurance services, namely, underwriting, issuing and administration of life insurance; Financial consultancy and insurance consultancy; Financial evaluation for insurance purposes; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Health insurance underwriting; Life insurance brokerage; Life insurance underwriting; On-line financial planning servicesACTIVEJun 23, 2020

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
Apr 23, 2026NA85NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED—
Apr 23, 2026C15AREGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.—
Apr 23, 2026APRECASE ASSIGNED TO POST REGISTRATION PARALEGAL—
Jan 29, 2026E815TEAS SECTION 8 & 15 RECEIVED—
Nov 10, 2025REM1COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED—
Nov 10, 2020R.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.
Oct 6, 2020SUNANOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED—
Oct 3, 2020CNPRALLOWED PRINCIPAL REGISTER - SOU ACCEPTED—
Sep 18, 2020EXRANOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED—
Sep 17, 2020SUPCSTATEMENT OF USE PROCESSING COMPLETE—
Sep 17, 2020EX1GSOU EXTENSION 1 GRANTED—
Sep 17, 2020AITUCASE ASSIGNED TO INTENT TO USE PARALEGAL—
Sep 8, 2020IUAFUSE AMENDMENT FILED—
Sep 8, 2020EXT1SOU EXTENSION 1 FILED—
Sep 8, 2020EEXTSOU TEAS EXTENSION RECEIVEDThe applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use.
Sep 8, 2020EISUTEAS STATEMENT OF USE RECEIVEDThe 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 10, 2020NOAMNOA E-MAILED - SOU REQUIRED FROM APPLICANTA 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 14, 2020NPUBOFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED—
Jan 14, 2020PUBOPUBLISHED 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.
Dec 25, 2019NONPNOTIFICATION OF NOTICE OF PUBLICATION E-MAILED—
Dec 6, 2019EXPTEXPARTE APPEAL TERMINATED—
Dec 6, 2019CNSAAPPROVED FOR PUB - PRINCIPAL REGISTER—
Nov 25, 2019DOCKASSIGNED TO EXAMINER—
Jul 22, 2019RCCKSUSPENSION CHECKED - TO ATTORNEY FOR ACTION—
Mar 6, 2019DOCKASSIGNED TO EXAMINER—
Dec 28, 2018GNS3NOTIFICATION OF LETTER OF SUSPENSION E-MAILED—
Dec 28, 2018GNSLLETTER OF SUSPENSION E-MAILED—
Dec 28, 2018CNSLSUSPENSION LETTER WRITTEN—
Dec 26, 2018ERFRTEAS REQUEST FOR RECONSIDERATION RECEIVED—
Dec 26, 2018EXPIEX PARTE APPEAL-INSTITUTED—
Dec 26, 2018JURTJURISDICTION RESTORED TO EXAMINING ATTORNEY—
Dec 26, 2018EXAFEXPARTE APPEAL RECEIVED AT TTAB—
Jun 25, 2018GNFNNOTIFICATION OF FINAL REFUSAL EMAILED—
Jun 25, 2018GNFRFINAL 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.
Jun 25, 2018CNFRFINAL 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.
Jun 22, 2018TEMETEAS/EMAIL CORRESPONDENCE ENTERED—
Jun 22, 2018CRFACORRESPONDENCE RECEIVED IN LAW OFFICE—
Jun 18, 2018ALIEASSIGNED TO LIE—
Jun 5, 2018TROATEAS 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.
May 30, 2018ARAAATTORNEY/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.
May 30, 2018REAPTEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED—
Mar 14, 2018GAUNNOTIFICATION OF NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED—
Mar 14, 2018GAUDNOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED—
Mar 14, 2018NAUDREPORT UNRESPONSIVE AMENDMENT - COMPLETED—
Mar 13, 2018TEMETEAS/EMAIL CORRESPONDENCE ENTERED—
Mar 12, 2018CRFACORRESPONDENCE RECEIVED IN LAW OFFICE—
Mar 12, 2018TROATEAS 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.
Dec 7, 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.
Dec 7, 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.
Dec 7, 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.
Dec 4, 2017DOCKASSIGNED TO EXAMINER—
Sep 1, 2017NWOSNEW APPLICATION OFFICE SUPPLIED DATA ENTERED—
Aug 31, 2017NWAPNEW APPLICATION ENTERED—

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