USPTO serial 87650487
UNITED RETIREMENT SPECIALISTS A PASSION FOR PLANNING
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Aug 27, 2019
- Examiner
- LEE RISO, LOKSYE GEORGIANA
- Law office
- Historical data usage
What this means
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.
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Owner
West Palm Beach, FL
West Palm Beach, FL
West Palm Beach, FL
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Bradley Gies
Bradley Gies Bradley Gies P.A.1983 PGA BLVD, SUITE 104bPalm Beach Gardens, FL 33408United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Insurance administration; Insurance agencies; Insurance agency and brokerage; Insurance and financial information and consultancy services; Insurance brokerage; Insurance brokerage services; Insurance consultancy; Insurance consultation; Insurance information; Insurance information and consultancy; Investment advice; Investment advisory services; Investment brokerage; Investment clubs; Investment consultancy; Investment consultation; Investment management; Investment of funds; Advice on finance during retirement; Advice relating to investments; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Commodity investment advice; Financial investment analysis and stock research; Financial investment brokerage; Financial retirement plan consulting services; Financial administration of retirement plans; Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Funds investment; Hedge fund investment services; Individual retirement account services; Information, advisory, consultancy and research services relating to finance and investments; Investment advice in the fields of retirement planning; Investment consultation in the fields of retirement planning; Investment management in the fields of retirement planning; Life insurance underwriting; Mutual fund investment; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Provision of financial information relating to the finance industry involved in environmentally focused investments; Public equity investment management | ACTIVE | Jun 25, 2019 |
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 JEL Enterprises Inc.
- Other trademarks owned by JEL Enterprises Inc.
- Other trademarks owned by JEL Enterprises Inc.
- Other trademarks in Class 036
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Feb 21, 2025 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Feb 21, 2025 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Feb 21, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Oct 16, 2024 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Aug 27, 2024 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Aug 27, 2019 | 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. |
| Jul 23, 2019 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Jul 22, 2019 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Jul 17, 2019 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Jul 17, 2019 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Jun 26, 2019 | IUAF | USE AMENDMENT FILED | — |
| Jun 26, 2019 | 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. |
| May 17, 2019 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| May 15, 2019 | EX2G | SOU EXTENSION 2 GRANTED | — |
| May 15, 2019 | EXT2 | SOU EXTENSION 2 FILED | — |
| May 15, 2019 | EEXT | SOU TEAS EXTENSION RECEIVED | The 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. |
| Nov 9, 2018 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Nov 7, 2018 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Nov 7, 2018 | EXT1 | SOU EXTENSION 1 FILED | — |
| Nov 7, 2018 | EEXT | SOU TEAS EXTENSION RECEIVED | The 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. |
| May 15, 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. |
| Mar 20, 2018 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Mar 20, 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. |
| Feb 28, 2018 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Feb 6, 2018 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jan 17, 2018 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jan 17, 2018 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jan 5, 2018 | ALIE | ASSIGNED TO LIE | — |
| Dec 20, 2017 | 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 13, 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 13, 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 13, 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 9, 2017 | DOCK | ASSIGNED TO EXAMINER | — |
| Oct 28, 2017 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Oct 27, 2017 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Oct 21, 2017 | NWAP | NEW APPLICATION ENTERED | — |