USPTO serial 87942062
CLEO
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Mar 21, 2023
- Examiner
- KEAM, ALEX S
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
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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.
Current trademark owner
Monitor this mark, or talk with CopyMark about this registration.
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
SAN FRANCISCO, CA, US
SAN FRANCISCO, CA, US
San Francisco, CA, US
SAN FRANCISCO, CA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Lindsey N. Rothrock
Lindsey N. Rothrock Taft Stettinius & Hollister LLPOne Indiana Square, Suite 3500Indianapolis, IN 46204United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable computer software for use in referring patients and/or customers to experts in the financial planning field | ACTIVE | Feb 3, 2023 |
| 035 | Provision of referral services for employers and employees to financial planning professionals | ACTIVE | Feb 3, 2023 |
| 036 | Provision of a website featuring information regarding financial planning | ACTIVE | Feb 3, 2023 |
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 CLEO LABS, INC.
- Other trademarks owned by CLEO LABS, INC.
- Other trademarks owned by InstaCare Group, Inc.
- Other trademarks owned by CLEO LABS, INC.
- Other trademarks in Class 009
- Other trademarks in Class 035
- Other trademarks in Class 036
- Similar marks named CLEO
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Apr 28, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Apr 28, 2026 | 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. |
| Apr 28, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Apr 27, 2026 | WOAG | WITHDRAWAL OF ATTORNEY GRANTED | — |
| Apr 27, 2026 | WOAR | TEAS WITHDRAWAL OF ATTORNEY RECEIVED | — |
| Apr 23, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Apr 23, 2026 | 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. |
| Apr 23, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Apr 23, 2026 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Apr 23, 2026 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Mar 21, 2023 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Mar 21, 2023 | 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. |
| Feb 11, 2023 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Feb 10, 2023 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Feb 10, 2023 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Feb 6, 2023 | IUAF | USE AMENDMENT FILED | — |
| Feb 6, 2023 | 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. |
| Aug 2, 2022 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Aug 1, 2022 | EX5G | SOU EXTENSION 5 GRANTED | — |
| Jul 26, 2022 | EXT5 | SOU EXTENSION 5 FILED | — |
| Jul 26, 2022 | 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. |
| Feb 8, 2022 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Feb 4, 2022 | EX4G | SOU EXTENSION 4 GRANTED | — |
| Feb 4, 2022 | EXT4 | SOU EXTENSION 4 FILED | — |
| Feb 4, 2022 | 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. |
| Aug 4, 2021 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Aug 2, 2021 | EX3G | SOU EXTENSION 3 GRANTED | — |
| Aug 2, 2021 | EXT3 | SOU EXTENSION 3 FILED | — |
| Aug 2, 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. |
| Feb 6, 2021 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Feb 4, 2021 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Feb 4, 2021 | EXT2 | SOU EXTENSION 2 FILED | — |
| Feb 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. |
| Jan 15, 2021 | NOAC | CORRECTED NOA E-MAILED | — |
| Jan 14, 2021 | DPCC | DIVISIONAL PROCESSING COMPLETE | — |
| Dec 21, 2020 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Nov 25, 2020 | DRRR | DIVISIONAL REQUEST RECEIVED | — |
| Nov 25, 2020 | ERTD | TEAS REQUEST TO DIVIDE RECEIVED | — |
| Aug 6, 2020 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Aug 4, 2020 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Aug 4, 2020 | EXT1 | SOU EXTENSION 1 FILED | — |
| Aug 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. |
| 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 | — |
| Oct 28, 2019 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Oct 28, 2019 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Oct 28, 2019 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Oct 28, 2019 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Oct 28, 2019 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Oct 21, 2019 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Oct 21, 2019 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Oct 17, 2019 | ALIE | ASSIGNED TO LIE | — |
| Oct 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. |
| Apr 12, 2019 | 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. |
| Apr 12, 2019 | 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. |
| Apr 12, 2019 | 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. |
| Mar 26, 2019 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Mar 25, 2019 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 25, 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. |
| Jan 9, 2019 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Sep 24, 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. |
| Sep 24, 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. |
| Sep 24, 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. |
| Sep 18, 2018 | DOCK | ASSIGNED TO EXAMINER | — |
| Jun 6, 2018 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jun 2, 2018 | NWAP | NEW APPLICATION ENTERED | — |