USPTO serial 87983486
CY
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Nov 24, 2020
- Examiner
- NASSERGHODSI, SAHAR
- Law office
- TMO LAW OFFICE 115
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
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Robert N. Cook
Robert N. Cook WHITHAM, CURTIS & COOK, P.C.11491 SUNSET HILLS ROADSuite 340RESTON, VA 20190Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial and investment services, namely, providing and assisting others with financial and investment management, planning and research; financial and investment portfolio management; financial and investment risk management; mutual fund brokerage; mutual fund distribution; mutual fund investment | ACTIVE | Sep 14, 2018 |
| 042 | Providing online non-downloadable computer software to assist others with business planning, financial planning, and investment management | ACTIVE | Sep 14, 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 WBI Investments, Inc.
- Other trademarks owned by WBI Investments, Inc.
- Other trademarks owned by WBI Investments, Inc.
- Other trademarks in Class 036
- Other trademarks in Class 042
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Nov 24, 2025 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Nov 24, 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. |
| Oct 17, 2020 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Oct 16, 2020 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Oct 14, 2020 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Oct 14, 2020 | DPCC | DIVISIONAL PROCESSING COMPLETE | — |
| Aug 4, 2020 | IUAF | USE AMENDMENT FILED | — |
| Aug 4, 2020 | DRRR | DIVISIONAL REQUEST RECEIVED | — |
| Aug 4, 2020 | ERTD | TEAS REQUEST TO DIVIDE RECEIVED | — |
| Aug 4, 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. |
| Jul 2, 2020 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jul 1, 2020 | UNTD | REQUEST TO DIVIDE UNTIMELY, REFUSED, OR WITHDRAWN | — |
| Jul 1, 2020 | EX3G | SOU EXTENSION 3 GRANTED | — |
| May 26, 2020 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Apr 27, 2020 | ERTD | TEAS REQUEST TO DIVIDE RECEIVED | — |
| Apr 27, 2020 | EPPA | TEAS POST PUBLICATION AMENDMENT RECEIVED | — |
| Apr 24, 2020 | NREV | NOTICE OF REVIVAL - E-MAILED | — |
| Apr 23, 2020 | TPEX | SOU EXTENSION RECEIVED WITH TEAS PETITION | — |
| Apr 23, 2020 | PETG | PETITION TO REVIVE-GRANTED | — |
| Apr 23, 2020 | PROA | TEAS PETITION TO REVIVE RECEIVED | — |
| Mar 16, 2020 | MAB6 | ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED | The intent-to-use application was abandoned because no acceptable Statement of Use (or valid extension) was filed before the Notice of Allowance deadline expired. The application is dead unless revived within a limited window. |
| Mar 16, 2020 | ABN6 | ABANDONMENT - NO USE STATEMENT FILED | The intent-to-use application was abandoned because no acceptable Statement of Use (or valid extension) was filed before the Notice of Allowance deadline expired. The application is dead unless revived within a limited window. |
| Feb 14, 2020 | EXT3 | SOU EXTENSION 3 FILED | — |
| Aug 14, 2019 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Aug 12, 2019 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Aug 12, 2019 | EXT2 | SOU EXTENSION 2 FILED | — |
| Aug 12, 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. |
| Feb 16, 2019 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Feb 14, 2019 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Feb 14, 2019 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Feb 14, 2019 | EXT1 | SOU EXTENSION 1 FILED | — |
| Feb 14, 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. |
| Aug 14, 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. |
| Jun 19, 2018 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jun 19, 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. |
| May 30, 2018 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| May 16, 2018 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| May 11, 2018 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| May 11, 2018 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| May 11, 2018 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| May 11, 2018 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| May 7, 2018 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 7, 2018 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 3, 2018 | ALIE | ASSIGNED TO LIE | — |
| Apr 27, 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 25, 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. |
| Mar 25, 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. |
| Mar 25, 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. |
| Mar 23, 2018 | DOCK | ASSIGNED TO EXAMINER | — |
| Dec 21, 2017 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 15, 2017 | NWAP | NEW APPLICATION ENTERED | — |