USPTO serial 87884128
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.
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Plus Government fees of $425
Mill Valley, CA
Mill Valley, CA
Mill Valley, CA
SAN FRANCISCO, CA
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Irina V. Lyapis
Irina V. Lyapis WINSTON & STRAWN LLP101 CALIFORNIA STREETSAN FRANCISCO, CA 94111UNITED STATES| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial services, namely, portfolio management of securities and investment management services for pension funds, endowments, institutions and high net worth clients; Financial investment management and investment advisory services, namely, the investment of funds of others; Financial investment analysis services; Financial services, namely, portfolio management and investment services for high net worth clients consisting of both separate accounts and funds for equity and fixed income investments; Financial planning and investment advisory services; Financial investment advisory services, investment advice and management services all in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, options and indices of financial securities; all of the foregoing excluding providing office functions to others, namely, payroll tax debiting services, business finance procurement services and financial sponsorship of sporting and cultural events | ACTIVE | Nov 1, 2018 |
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 |
|---|---|---|---|
| Sep 8, 2025 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Oct 14, 2020 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Sep 8, 2020 | 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 6, 2020 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Aug 5, 2020 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Aug 4, 2020 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Aug 3, 2020 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Jul 20, 2020 | IUAF | USE AMENDMENT FILED | — |
| Jul 20, 2020 | 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. |
| Feb 4, 2020 | 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. |
| Dec 10, 2019 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Dec 10, 2019 | 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. |
| Nov 20, 2019 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Nov 5, 2019 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Nov 5, 2019 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Nov 5, 2019 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Nov 5, 2019 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Nov 5, 2019 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Oct 7, 2019 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 27, 2019 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 27, 2019 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 25, 2019 | ALIE | ASSIGNED TO LIE | — |
| Sep 18, 2019 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Sep 18, 2019 | EXPI | EX PARTE APPEAL-INSTITUTED | — |
| Sep 18, 2019 | JURT | JURISDICTION RESTORED TO EXAMINING ATTORNEY | — |
| Sep 18, 2019 | EXAF | EXPARTE APPEAL RECEIVED AT TTAB | — |
| Mar 18, 2019 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Mar 18, 2019 | GNFR | FINAL REFUSAL E-MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Mar 18, 2019 | CNFR | FINAL REFUSAL WRITTEN | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Feb 15, 2019 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Feb 14, 2019 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Feb 14, 2019 | 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. |
| Aug 17, 2018 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Aug 17, 2018 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Aug 17, 2018 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Aug 9, 2018 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 28, 2018 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Apr 23, 2018 | NWAP | NEW APPLICATION ENTERED | — |