USPTO serial 88136557
LUMEA
Reviewed by CopyMark Law Group
Status 606
- Filing date
- Status date
- Registration date
- —
- Examiner
- GUSTASON, ANNE C
- Law office
- INTENT TO USE SECTION
What this means
This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Cheryl P. Leb
CHERYL P. LEB KELLY HART & HALLMAN LLP201 MAIN STREETSUITE 2500FORT WORTH, TX 76102Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable software for use in conducting financial and investment transactions and managing personal finances and investments; Mobile application for accessing and reviewing advice and information in the field of finance and investments; Downloadable software for tax planning and preparation and filing of tax return; Downloadable software in the nature of a mobile application for tax planning and preparation and filing of tax returns | ACTIVE | — |
| 016 | Printed materials, namely, marketing and educational printed reports in the fields of professional money management services, investment management services, investment account management services, financial planning for retirement, financial planning, estate planning, financial portfolio management, financial investment brokerage, securities brokerage, commodity brokerage, stock brokerage, insurance brokerage, and financial information; Printed financial services forms to financial services representatives | ACTIVE | — |
| 035 | Providing online business information, namely, commission statements, quarterly reports, client account information and invoices to financial services representatives; providing an online website to business and individual customers that provides financial transaction data, account management, financial reporting, and financial records management data, and tax information | ACTIVE | — |
| 036 | Financial investment and insurance services, namely, insurance brokerage, investment advisory services, professional money management services, retirement financial and estate planning services, financial portfolio management, and security, commodity and stock brokerage services; Information, advisory, consultancy and research services relating to finance and investments; Providing financial assessment and planning services to individual investors; Investment portfolio analysis and management; Providing online financial management services, namely, tracking of financial transactions, expenses, income, and account balances, providing account balance information, and providing bill payment services and reminders | ACTIVE | — |
| 041 | Education services, namely, providing seminars, webinars, mentoring, classes and workshops in the field of investing, investments, investment management, insurance services, financial planning, financial portfolio management, estate planning, professional money management, financial investment brokerage, financial analysis; Educational services, namely, providing continuing professional education courses in the field of investing, investments, investment management, insurance services, financial planning, financial portfolio management, estate planning, professional money management, financial investment brokerage, financial analysis, business management, business development, marketing, promotion, sales, sales methods, leadership, customer relationship management and technology | ACTIVE | — |
| 042 | Providing a website featuring temporary use of online non-downloadable software for the creation, marketing and presentation of financial plans, for use by consumers and professional financial advisers, certified financial planners, and certified public accountants; Providing online non-downloadable software for creating reports identifying investment and planning opportunities for federal tax returns; Providing online non-downloadable software for assisting users in the preparation of common legal documents, namely, wills and estate planning documents; Providing online non-downloadable software for tax calculating and preparing and filing of tax returns; Software as a service (SAAS) services featuring software for use in conducting financial and investment transactions and managing personal finances and investments | ACTIVE | — |
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 Blucora, Inc.
- Other trademarks owned by Blucora, Inc.
- Other trademarks in Class 009
- Other trademarks in Class 016
- Other trademarks in Class 035
- Other trademarks in Class 036
- Other trademarks in Class 041
- Other trademarks in Class 042
- Similar marks named LUMEA
- Prosecution event MAB6 explained
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Dec 30, 2019 | 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. |
| Dec 30, 2019 | 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. |
| May 28, 2019 | 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. |
| Apr 2, 2019 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Apr 2, 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. |
| Mar 13, 2019 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Feb 28, 2019 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Feb 25, 2019 | ALIE | ASSIGNED TO LIE | — |
| Feb 11, 2019 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Feb 11, 2019 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Feb 11, 2019 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Feb 11, 2019 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Feb 11, 2019 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Feb 1, 2019 | ZZZX | PREVIOUS ALLOWANCE COUNT WITHDRAWN | — |
| Jan 29, 2019 | PBCR | WITHDRAWN FROM PUB - OG REVIEW QUERY | — |
| Jan 11, 2019 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jan 10, 2019 | DOCK | ASSIGNED TO EXAMINER | — |
| Oct 6, 2018 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Oct 2, 2018 | NWAP | NEW APPLICATION ENTERED | — |