USPTO serial 87708982
ADVANCED INVESTING FOR FORWARD-THINKING INVESTORS
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- May 14, 2019
- Examiner
- BLAZICH, JOAN MICHELE
- 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
Boston, MA
Boston, MA
Boston, MA
LUTHERVILLE TIMONIUM, MD
NEW YORK, NY
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Richard L. Sampson
Richard L. Sampson DAVIS, MALM & D'AGOSTINE, P.C.ONE BOSTON PLACESUITE 3700BOSTON, MA 02108Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Fund investment and advisory services; Investment counseling services; Management of portfolios comprising securities; Mutual fund investment, administration, distribution, brokerage, and investment advisory services; Financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments; Investment management services with respect to mutual funds, pension accounts, institutional accounts, and separate accounts | ACTIVE | Apr 5, 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.
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jun 20, 2025 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Jun 20, 2025 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Jun 20, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Feb 26, 2025 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| May 14, 2024 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Oct 5, 2022 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Sep 28, 2022 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| May 14, 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. |
| Apr 12, 2019 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Apr 11, 2019 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Apr 11, 2019 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Apr 10, 2019 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Apr 10, 2019 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Apr 10, 2019 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Apr 5, 2019 | IUAF | USE AMENDMENT FILED | — |
| Apr 5, 2019 | EXT2 | SOU EXTENSION 2 FILED | — |
| Apr 5, 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. |
| Apr 5, 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. |
| Dec 20, 2018 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Dec 18, 2018 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Dec 18, 2018 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Dec 18, 2018 | EXT1 | SOU EXTENSION 1 FILED | — |
| Dec 18, 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. |
| Jun 19, 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. |
| Apr 24, 2018 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Apr 24, 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. |
| Apr 4, 2018 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Mar 22, 2018 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 16, 2018 | DOCK | ASSIGNED TO EXAMINER | — |
| Dec 15, 2017 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 8, 2017 | NWAP | NEW APPLICATION ENTERED | — |