USPTO serial 87885788
KOA WEALTH MANAGEMENT
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- May 21, 2019
- Examiner
- ROSEN, AMANDA
- 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.
Stacy Matulis
Stacy Matulis Matulis IP Law9806 GRETNA GREEN DRIVETAMPA, FL 33626United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial asset management | ACTIVE | Jun 22, 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 Koa Wealth Management, LLC
- Other trademarks owned by Koa Wealth Management, LLC
- Other trademarks owned by Koa Wealth Management, LLC
- Other trademarks in Class 036
- Similar marks named KOA WEALTH MANAGEMENT
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- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Sep 30, 2025 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Sep 30, 2025 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Sep 29, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| May 19, 2025 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| May 21, 2024 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| May 21, 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 16, 2019 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Apr 15, 2019 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Mar 26, 2019 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Mar 25, 2019 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Mar 7, 2019 | IUAF | USE AMENDMENT FILED | — |
| Mar 7, 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. |
| Nov 13, 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. |
| Sep 18, 2018 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Sep 18, 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 29, 2018 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Aug 10, 2018 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Aug 10, 2018 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 30, 2018 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Apr 24, 2018 | NWAP | NEW APPLICATION ENTERED | — |