USPTO serial 88062886
CHALICE ADVISOR EXCHANGE
Reviewed by CopyMark Law Group
Reg. 5725875Status 710
- Filing date
- Status date
- Registration date
- Apr 16, 2019
- Examiner
- KENEALY, NATALIE LANGFORD
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 710 means the registration was cancelled because a required Section 8 declaration of continued use was not filed within the deadline (including any grace period). The federal registration is no longer active. Evaluate filing a new application if you still use the mark, or petition if cancellation was erroneous. Consult counsel on remaining common-law rights.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Katherine L. McDaniel, Esq.
5482 Wilshire Blvd., Suite 410Los Angeles, CA 90036UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Software-as-a-service (SaaS) featuring software that has technology that provides access to a technology platform that features fully integrated shared services for wealth management businesses that allows the user to manage business operations in the fields of managing securities brokerage accounts, managing alternative investment accounts, managing investment banking accounts, managing advisor loan applications for merger and acquisition purposes, managing employee retirement plans; Software-as-a-service (SaaS) featuring software that has technology that provides access to a turnkey asset management platform and corporate services platform for wealth management businesses that allows the user to manage employee human resource accounts, track information technology assets, manage employee payroll and group health insurance accounts | SECTION 8 - CANCELLED | Jun 15, 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 Chalice Wealth Partners LLC
- Other trademarks owned by Chalice Wealth Partners LLC
- Other trademarks owned by Chalice Wealth Partners LLC
- Other trademarks in Class 042
- Similar marks named CHALICE ADVISOR EXCHANGE
- Recently changed USPTO trademarks
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- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 31, 2025 | C8.. | CANCELLED SEC. 8 (6-YR) | — |
| Apr 16, 2024 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Oct 1, 2021 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Oct 1, 2021 | 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 1, 2021 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| May 20, 2019 | 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. |
| May 20, 2019 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Apr 16, 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. |
| Jan 29, 2019 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jan 29, 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. |
| Jan 9, 2019 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Dec 17, 2018 | ALIE | ASSIGNED TO LIE | — |
| Nov 28, 2018 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Nov 28, 2018 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Nov 28, 2018 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Nov 28, 2018 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Nov 28, 2018 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Nov 20, 2018 | DOCK | ASSIGNED TO EXAMINER | — |
| Aug 8, 2018 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Aug 6, 2018 | NWAP | NEW APPLICATION ENTERED | — |