USPTO serial 87714056
TANDEM MODERATE PORTFOLIO
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Nov 6, 2018
- Examiner
- BROWN, TRICIA
- 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
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Maria Crimi Speth
Maria Crimi Speth Jaburg & Wilk, P.C.1850 North Central AvenueSuite 1200Phoenix, AZ 85004Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial management in the field of investment portfolios of publicly traded securities | ACTIVE | Apr 1, 2017 |
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 Tandem Wealth Advisors, LLC
- Other trademarks owned by Tandem Wealth Advisors, LLC
- Other trademarks owned by Tandem Wealth Advisors, LLC
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jan 27, 2025 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Jan 27, 2025 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Jan 23, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Sep 3, 2024 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| May 29, 2024 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| May 29, 2024 | 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. |
| May 29, 2024 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Nov 6, 2023 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Nov 6, 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. |
| Aug 21, 2018 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Aug 21, 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. |
| Aug 1, 2018 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jul 16, 2018 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jul 14, 2018 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jul 14, 2018 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jul 11, 2018 | ALIE | ASSIGNED TO LIE | — |
| Jun 25, 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 24, 2018 | GEAN | NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED | — |
| Mar 24, 2018 | GEAP | EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED | — |
| Mar 24, 2018 | EPEN | COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY | — |
| Mar 24, 2018 | CPEA | EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED | — |
| Mar 20, 2018 | DOCK | ASSIGNED TO EXAMINER | — |
| Dec 19, 2017 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 12, 2017 | NWAP | NEW APPLICATION ENTERED | — |