USPTO serial 87796848
AXOS
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Nov 9, 2021
- Examiner
- LINDEMYER, ANKHI MUKHERJEA
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
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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Owner
SAN DIEGO, CA
San Diego, CA
San Diego, CA
SAN DIEGO, CA
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
David M. Kramer
David M. Kramer Buchanan Ingersoll & Rooney, P.C.1700 K Street N.W.Suite 300Washington, DC 20006Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | electronic payment card services, namely, debit card transaction processing services, and automated teller machine transaction processing services; ATM banking services; debit card transaction processing services; financial investment brokerage and financial investment portfolio management services provided to financial professionals via global electronic networks; providing information and analysis in the fields of finance and investment via global electronic networks; providing information regarding investment account activity via global electronic networks; financial and investment services, namely, securities brokerage and trading of securities, stocks, bonds, derivatives, warrants, mutual funds, money market funds, exchange traded funds, commodities, futures, options and indices of any of the foregoing; financial and investment services, namely, cash management account services; providing web-based, automated and customized personal financial management services, namely, management of personal financial accounts and investments, daily monitoring of financial transactions and account balances, and budget and spending reporting, each through a global computer network; online financial advisory services in the nature of automated financial robo-advisory services; online financial management services in the nature of automated robo-wealth management and portfolio management and rebalancing; end-point investor services, namely, capital investment and investment of funds; investment consultancy and management and financial portfolio management; individual retirement account services; investment consultation services in the area of investment risk assessment | ACTIVE | Oct 1, 2018 |
| 042 | software as a service (SAAS) services featuring computer software for use in on-line trading of securities, portfolio management, and investment management in the fields of finance and investments; software as a service (SAAS) services featuring software for conducting account transactions, securities trades, research, analysis and portfolio management, monitoring, risk-appetite assessment, and rebalancing activities, all in the fields of finance, investments, and wealth management; software as a service (SAAS) services featuring software for accessing, viewing, downloading, sharing, managing and saving account data, news, research and information in the fields of finance and investing; software as a service (SAAS) services featuring software for communicating directly with financial services professionals and end-point investors | ACTIVE | Oct 1, 2018 |
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 AXOS BANK
- Other trademarks owned by BofI Federal Bank
- Other trademarks owned by BofI Federal Bank
- Other trademarks owned by AXOS BANK
- Other trademarks in Class 036
- Other trademarks in Class 042
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 19, 2023 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Oct 19, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Oct 19, 2023 | 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. |
| Oct 19, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Oct 19, 2023 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Oct 19, 2023 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Nov 9, 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. |
| Oct 8, 2021 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Oct 7, 2021 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Sep 14, 2021 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Sep 1, 2021 | IUAF | USE AMENDMENT FILED | — |
| Sep 1, 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. |
| Mar 19, 2021 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Mar 18, 2021 | EX5G | SOU EXTENSION 5 GRANTED | — |
| Mar 17, 2021 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Mar 4, 2021 | EXT5 | SOU EXTENSION 5 FILED | — |
| Mar 4, 2021 | 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. |
| Sep 8, 2020 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Sep 4, 2020 | EX4G | SOU EXTENSION 4 GRANTED | — |
| Sep 4, 2020 | EXT4 | SOU EXTENSION 4 FILED | — |
| Sep 4, 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 6, 2020 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 5, 2020 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Mar 3, 2020 | EX3G | SOU EXTENSION 3 GRANTED | — |
| Mar 3, 2020 | EXT3 | SOU EXTENSION 3 FILED | — |
| Mar 3, 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. |
| Sep 6, 2019 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Sep 4, 2019 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Sep 4, 2019 | EXT2 | SOU EXTENSION 2 FILED | — |
| Sep 4, 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. |
| Mar 6, 2019 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Mar 4, 2019 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Mar 4, 2019 | EXT1 | SOU EXTENSION 1 FILED | — |
| Mar 4, 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 14, 2018 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Sep 4, 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. |
| Jul 10, 2018 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jul 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. |
| Jun 20, 2018 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jun 7, 2018 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| May 31, 2018 | DOCK | ASSIGNED TO EXAMINER | — |
| Feb 22, 2018 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Feb 17, 2018 | NWAP | NEW APPLICATION ENTERED | — |