USPTO serial 87657657
A
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jun 26, 2018
- Examiner
- LEVINE, HOWARD B
- 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
Mountain View, CA
New York, NY
Mountain View, CA
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Jessica C. Sganga
Jessica C. Sganga BAKER & HOSTETLER LLP1900 Avenue of the Stars, Suite 2700Los Angeles, CA 90067-4301United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Computer software for aggregating financial service and market data for use in the financial services industry; computer software for managing financial portfolios for use by financial advisers; computer software for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting; computer software for reporting portfolio analytics, financial goals, and financial objectives; computer software for client management and customer relationship management (CRM); computer software platforms for aggregating financial service and market data for use in the financial services industry | ACTIVE | Feb 17, 2012 |
| 042 | Providing temporary use of non-downloadable software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); providing temporary use of on-line non-downloadable software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); software as a service (SAAS) services featuring software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); cloud computing featuring software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); providing temporary use of a non-downloadable web application for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); providing a website featuring resources, namely, non-downloadable software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); providing temporary use of a web-based software application for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM) | ACTIVE | — |
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 |
|---|---|---|---|
| Feb 17, 2026 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Feb 17, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Feb 17, 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. |
| Feb 17, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Feb 17, 2026 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Feb 17, 2026 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Dec 4, 2024 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Dec 4, 2024 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Dec 4, 2024 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jun 25, 2024 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Jun 26, 2023 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Dec 8, 2022 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Dec 8, 2022 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Dec 8, 2022 | 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. |
| Dec 8, 2022 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Dec 8, 2022 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jun 26, 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. |
| Apr 10, 2018 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Apr 10, 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. |
| Mar 21, 2018 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Mar 8, 2018 | ALIE | ASSIGNED TO LIE | — |
| Mar 3, 2018 | AAUA | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED | — |
| Mar 2, 2018 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 2, 2018 | IUAA | USE AMENDMENT ACCEPTED | — |
| Mar 2, 2018 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Mar 2, 2018 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 2, 2018 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Mar 2, 2018 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Mar 2, 2018 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Mar 2, 2018 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Mar 1, 2018 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Feb 28, 2018 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Feb 28, 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. |
| Feb 2, 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. |
| Feb 2, 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. |
| Feb 2, 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. |
| Feb 2, 2018 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 9, 2018 | AUPC | AMENDMENT TO USE PROCESSING COMPLETE | — |
| Jan 9, 2018 | IUAF | USE AMENDMENT FILED | — |
| Jan 8, 2018 | EAAU | TEAS AMENDMENT OF USE RECEIVED | — |
| Nov 3, 2017 | MDSM | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Nov 2, 2017 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Oct 27, 2017 | NWAP | NEW APPLICATION ENTERED | — |