USPTO serial 87677938
Reviewed by CopyMark Law Group
This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.
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| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Establishing mutual funds and exchange-traded funds for others; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds and exchange-traded 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; Financial services, namely, business fund raising provided over a computer network such as the Internet; Financial services, namely, funding online cash accounts from prepaid cash cards, bank accounts and credit card accounts; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, raising money for the hedge funds of others; Fund investment consultation; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Fund raising for others for the purpose of purchasing companies; Fund raising services, namely, organizing, arranging and conducting fund raising programs for the benefit of schools and non-profit organizations; Fund raising services, namely, sharing profits from the sale of socially responsible products with not-for-profit organizations, schools, and civic groups; Funds investment; Hedge fund investment services; Intellectual property venture fund development and formation services for others; Intellectual property venture fund management services; Investment of funds for others; Management of a capital investment fund; Management of private equity funds; Mutual fund brokerage; Exchange-traded fund brokerage; Mutual fund distribution; Exchange-traded fund distribution; Mutual fund investment; Exchange-traded fund investment; Mutual funds and capital investment; Private equity fund investment services; Private placements of hedge funds, private equity funds, securities and derivatives for others; Providing a web site where users can post ratings, reviews and recommendations on stocks, bonds, mutual funds, exchange-traded funds and other financial instruments; Real estate funds investment services; Venture capital funding services to emerging and start-up companies | ACTIVE | Feb 19, 2021 |
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 27, 2026 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Apr 27, 2021 | 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. |
| Mar 23, 2021 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Mar 22, 2021 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Mar 4, 2021 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Feb 26, 2021 | IUAF | USE AMENDMENT FILED | — |
| Feb 26, 2021 | 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. |
| Nov 26, 2020 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Nov 24, 2020 | EX4G | SOU EXTENSION 4 GRANTED | — |
| Nov 24, 2020 | EXT4 | SOU EXTENSION 4 FILED | — |
| Nov 24, 2020 | 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 29, 2020 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| May 27, 2020 | EX3G | SOU EXTENSION 3 GRANTED | — |
| May 27, 2020 | EXT3 | SOU EXTENSION 3 FILED | — |
| May 27, 2020 | 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. |
| Jan 9, 2020 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jan 8, 2020 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Jan 8, 2020 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Nov 30, 2019 | NREV | NOTICE OF REVIVAL - E-MAILED | — |
| Nov 29, 2019 | TPEX | SOU EXTENSION RECEIVED WITH TEAS PETITION | — |
| Nov 29, 2019 | PETG | PETITION TO REVIVE-GRANTED | — |
| Nov 29, 2019 | PROA | TEAS PETITION TO REVIVE RECEIVED | — |
| Nov 27, 2019 | EXT2 | SOU EXTENSION 2 FILED | — |
| May 30, 2019 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| May 28, 2019 | EX1G | SOU EXTENSION 1 GRANTED | — |
| May 28, 2019 | EXT1 | SOU EXTENSION 1 FILED | — |
| May 28, 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 27, 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. |
| Oct 18, 2018 | ETOP | EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED | — |
| May 7, 2018 | ETOF | EXTENSION OF TIME TO OPPOSE RECEIVED | — |
| 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 7, 2018 | ALIE | ASSIGNED TO LIE | — |
| Feb 28, 2018 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Feb 27, 2018 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Feb 27, 2018 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Feb 27, 2018 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Feb 27, 2018 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Feb 22, 2018 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 20, 2017 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Nov 13, 2017 | NWAP | NEW APPLICATION ENTERED | — |