USPTO serial 87618599
Reviewed by CopyMark Law Group
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. Continue use in commerce and plan for the 10-year Section 8 and 9 renewal.
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.
Cleveland, OH
Cleveland, OH
CLEVELAND, OH
Cleveland, OH
CLEVELAND, OH
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Angela R. Gott
Angela R. Gott Benesch, Friedlander, Coplan & Aronoff LLP127 Public Square, Suite 4900Cleveland, OH 44114-1284United States| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Tax planning services | ACTIVE | Jan 22, 2018 |
| 036 | Financial services, namely, portfolio and money management for high net worth clients and institutional investors consisting of mutual funds, hedge funds, equity investments, fixed income investments, alternative investments options and asset allocation strategies; Investment advice for individuals, institutions and charitable organizations; Investment advice for mutual fund managers; Private equity strategies; Private financial asset management; Mutual fund brokerage, financial management, and investment; Financial planning advice for individuals, namely, retirement income planning and estate planning; Insurance services for individuals and institutions, namely, evaluation, placement and monitoring of policies in the fields of long term care policies, health policies, life insurance policies, disability policies and annuities | ACTIVE | Jan 22, 2018 |
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
| Date | Code | Event | What it means |
|---|---|---|---|
| Apr 2, 2025 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Mar 14, 2025 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Mar 14, 2025 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Mar 14, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Nov 15, 2024 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Nov 4, 2024 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Nov 4, 2024 | 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. |
| Nov 4, 2024 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Nov 4, 2024 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Nov 4, 2024 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Oct 2, 2024 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Nov 20, 2023 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Mar 8, 2023 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Nov 20, 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. |
| Oct 17, 2018 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Oct 16, 2018 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Sep 26, 2018 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Sep 26, 2018 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Sep 4, 2018 | IUAF | USE AMENDMENT FILED | — |
| Sep 4, 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 14, 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 19, 2018 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jun 19, 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. |
| May 30, 2018 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| May 11, 2018 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| May 7, 2018 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 13, 2018 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Mar 13, 2018 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 9, 2018 | ALIE | ASSIGNED TO LIE | — |
| Feb 26, 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. |
| Dec 29, 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. |
| Dec 29, 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. |
| Dec 29, 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. |
| Dec 29, 2017 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 28, 2017 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Sep 26, 2017 | NWAP | NEW APPLICATION ENTERED | — |