USPTO serial 88068389
ENTRUSTED PLANNING ASSESSMENT
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Oct 15, 2019
- Examiner
- HERRERA-MARCUS, ROSELLE MORALDE
- Law office
- Historical data usage
What this means
Status 701 means the registration is active and the first Section 8 declaration of continued use was accepted. The next major deadline is the combined Section 8 and Section 9 filing at the 10-year anniversary. Calendar the 10-year Section 8 and 9 combined renewal.
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Owner
South Jordan, UT
South Jordan, UT
South Jordan, UT
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Spencer Witt
Spencer Witt YORK HOWELL10610 South Jordan Gateway, Suite 200South Jordan, UT 84095United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | tax assessment; promoting charitable giving that reflects core values of the donor by providing a method to identify the donor's core values and to select charities that foster those values | ACTIVE | Jul 1, 2018 |
| 036 | financial assessment services, namely, an assessment that is provided in preparation for the estate planning of individuals, couples, families, and family businesses, and an assessment that is provided in preparation for business succession planning; estate planning | ACTIVE | Jul 1, 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 YH Publishing, LLC
- Other trademarks owned by YH Publishing, LLC
- Other trademarks owned by YH Publishing, LLC
- Other trademarks in Class 035
- Other trademarks in Class 036
- Similar marks named ENTRUSTED PLANNING ASSESSMENT
- Recently changed USPTO trademarks
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jul 29, 2025 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| Jul 29, 2025 | 8.OK | REGISTERED - SEC. 8 (6-YR) ACCEPTED | The USPTO accepted your Section 8 declaration showing the mark is still in use in commerce (or excusable nonuse). This satisfies the six-year maintenance requirement and keeps the registration active until the next renewal deadline. |
| Apr 21, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Oct 22, 2024 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Oct 15, 2024 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Oct 15, 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. |
| Jul 30, 2019 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jul 30, 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. |
| Jul 10, 2019 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jun 22, 2019 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jun 20, 2019 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jun 20, 2019 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 20, 2019 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jun 19, 2019 | ALIE | ASSIGNED TO LIE | — |
| Jun 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. |
| Jun 7, 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. |
| Jun 7, 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. |
| Jun 7, 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. |
| Jun 4, 2019 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Jun 4, 2019 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Jun 4, 2019 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Jun 4, 2019 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jun 1, 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. |
| Jun 1, 2019 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Dec 4, 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. |
| Dec 4, 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. |
| Dec 4, 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. |
| Nov 26, 2018 | DOCK | ASSIGNED TO EXAMINER | — |
| Aug 14, 2018 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Aug 10, 2018 | NWAP | NEW APPLICATION ENTERED | — |