USPTO serial 87701246
HELPING YOU MAKE BETTER DECISIONS WITH YOUR MONEY
Reviewed by CopyMark Law Group
Reg. 5636183Status 710
- Filing date
- Status date
- Registration date
- Dec 25, 2018
- Examiner
- BULLOFF, TOBY ELLEN
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 710 means the registration was cancelled because a required Section 8 declaration of continued use was not filed within the deadline (including any grace period). The federal registration is no longer active. Evaluate filing a new application if you still use the mark, or petition if cancellation was erroneous. Consult counsel on remaining common-law rights.
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Current trademark owner
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Owner
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Gift card transaction processing services; Investment advice; Investment advisory services; Investment banking services; Investment banking services in the field of Employee Stock Ownership Plans (ESOP); Investment brokerage; Investment by electronic means; Investment clubs; Investment consultancy; Investment consultation; Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment management services in the field of acquiring joint ventures; Investment of funds; Investment of funds for others; Investment risk assessment services; Investment services, namely, asset acquisition, consultation, development and management services; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of securities portfolios; Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Advisory services relating to credit and debit control, investment, grants and financing of loans; Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Capital investment; Capital investment consulting; Capital investment services; Charitable foundation services, namely, providing fundraising activities and investment management services to support medical education and research and procedures for those in need; Commodity investment advice; Consultancy of capital investment; Consultation in art as an investment; Equity capital investment; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; Financial portfolio management; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting services, namely, advising others regarding intellectual property investments; Financial planning and investment advisory services; Financial services in the nature of an investment security; 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, wealth management services; 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; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; 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; Funds investment; Global investment research services; Hedge fund investment services; Information, advisory, consultancy and research services relating to finance and investments; Leveraged buy outs and investments in financially distressed or underperforming companies; Maintaining escrow accounts for investments; Management of a capital investment fund; Merchant banking and investment banking services; Monitoring financial markets for investment purposes; Mutual fund investment; Mutual funds and capital investment; Private equity fund investment services; Providing investors with financial information; 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; Providing venture capital, development capital, private equity and investment funding; Provision of financial information relating to the finance industry involved in environmentally focused investments; Public equity investment management; Real estate investment services; Real estate investment services in the nature of purchasing and selling of real estate for others; Real estate investment trust advisory services; Real estate investment trust management services; Real estate investment trust services; Real estate funds investment services; Securities trading and investing services for others via the internet; Transfer agency services rendered to issuers of investment securities; Trust services, namely, investment and trust company services | SECTION 8 - CANCELLED | Jul 12, 2016 |
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 |
|---|---|---|---|
| Jul 11, 2025 | C8.. | CANCELLED SEC. 8 (6-YR) | — |
| Dec 25, 2023 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Dec 25, 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 9, 2018 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Oct 9, 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. |
| Sep 19, 2018 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Aug 30, 2018 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Aug 29, 2018 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Aug 29, 2018 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Aug 29, 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. |
| Mar 8, 2018 | GPRN | NOTIFICATION OF PRIORITY ACTION E-MAILED | A priority action is a type of Office Action the USPTO treats as time-sensitive. It usually means the examining attorney needs a specific response or amendment quickly — often relating to a foreign priority claim or a formal requirement. Respond within the stated deadline. |
| Mar 8, 2018 | GPRA | PRIORITY ACTION E-MAILED | A priority action is a type of Office Action the USPTO treats as time-sensitive. It usually means the examining attorney needs a specific response or amendment quickly — often relating to a foreign priority claim or a formal requirement. Respond within the stated deadline. |
| Mar 8, 2018 | CPRA | PRIORITY ACTION WRITTEN | A priority action is a type of Office Action the USPTO treats as time-sensitive. It usually means the examining attorney needs a specific response or amendment quickly — often relating to a foreign priority claim or a formal requirement. Respond within the stated deadline. |
| Mar 8, 2018 | DOCK | ASSIGNED TO EXAMINER | — |
| Dec 9, 2017 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 2, 2017 | NWAP | NEW APPLICATION ENTERED | — |