USPTO serial 88137614
PERSONAL PROFITABILITY
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Nov 12, 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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Current trademark owner
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Owner
Amagansett, NY
Amagansett, NY
Amagansett, NY
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Beth Felix
Beth Felix Avek IP, LLC7285 W. 132nd StreetSuite 340Overland Park, KS 66213Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, planning and advising; Financial planning, namely, development of plans; Financial advice, namely, budget planning; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial retirement plan consulting services; Financial services, namely, mortgage planning; Financial trust planning; On-line financial planning services; Providing on-line information in the field of charitable monetary giving through financial and estate planning | ACTIVE | Aug 15, 2019 |
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.
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jun 18, 2025 | NA15 | SEC. 15 ACKNOWLEDGEMENT - E-MAILED | — |
| Jun 18, 2025 | 15AK | REGISTERED - SEC. 15 ACKNOWLEDGED | — |
| Jun 18, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| May 19, 2025 | E15R | TEAS SECTION 15 RECEIVED | — |
| May 16, 2025 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| May 16, 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. |
| May 15, 2025 | EROP | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED | — |
| May 13, 2025 | EROP | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED | — |
| May 6, 2025 | PRA8 | POST REGISTRATION ACTION MAILED - SEC. 8 | — |
| May 5, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Dec 9, 2024 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Nov 12, 2024 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Oct 15, 2021 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Oct 15, 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 15, 2021 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Nov 12, 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. |
| Oct 9, 2019 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Oct 8, 2019 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Sep 18, 2019 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Sep 18, 2019 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Aug 21, 2019 | IUAF | USE AMENDMENT FILED | — |
| Aug 21, 2019 | 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. |
| May 14, 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. |
| Mar 19, 2019 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Mar 19, 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. |
| Feb 27, 2019 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Feb 9, 2019 | ALIE | ASSIGNED TO LIE | — |
| Jan 24, 2019 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jan 19, 2019 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jan 18, 2019 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jan 18, 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 18, 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. |
| Jan 18, 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. |
| Jan 18, 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. |
| Jan 10, 2019 | DOCK | ASSIGNED TO EXAMINER | — |
| Oct 7, 2018 | TAEA | TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED | — |
| Oct 7, 2018 | PARI | TEAS VOLUNTARY AMENDMENT RECEIVED | — |
| Oct 7, 2018 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Oct 4, 2018 | PARI | TEAS VOLUNTARY AMENDMENT RECEIVED | — |
| Oct 3, 2018 | NWAP | NEW APPLICATION ENTERED | — |