USPTO serial 88156056
Reviewed by CopyMark Law Group
This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Plus Government fees of $1,275
San Francisco, CA, US
San Francisco, CA, US
San Francisco, CA, US
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Holly Pranger
Holly Pranger PRANGER LAW PC88 GUY PLACE, SUITE 405SAN FRANCISCO, CA 94105United States| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial services, namely, investment fund transfer and transaction services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; financial information provided by electronic means; Providing a web site featuring personal financial information and financial advice | ACTIVE | Sep 28, 2018 |
| 038 | Providing access to a mobilized website featuring educational content, links and information in the field of investing, financial management, debt management | ACTIVE | Sep 28, 2018 |
| 042 | Providing online, non-downloadable, software platforms to enable customized fund solutions, analysis, reporting, advisory and consultation services in the field of financial services; Software as a service (SAAS) services, namely, hosting software for use by others in connection with the creation, management and administration of financial and investment accounts and programs; Providing temporary use of online non-downloadable software for use in connection with the creation, management and administration of financial and investment accounts and programs; Software as a service (SAAS) services, namely, hosting software for use by others for use in retirement plan advising and administration; Software as a service (SAAS) services featuring software for retirement plans; online non-downloadable software for analyzing, measuring, and reporting on both the efficiency of employer financial contributions to employee benefit programs and the effectiveness of elements of retirement benefit programs in preparing employees financially for retirement; On line non downloadable software for providing investment advice, content in the fields of financial investment, financial management, and debt management, investment management, investment consultation, and investment of funds for others, including private and public equity and debt investment services | ACTIVE | Sep 28, 2018 |
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
| Date | Code | Event | What it means |
|---|---|---|---|
| Apr 23, 2026 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Apr 23, 2026 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Apr 23, 2026 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jan 29, 2026 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Jul 7, 2025 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Jul 7, 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. |
| Jun 2, 2020 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Jun 1, 2020 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| May 15, 2020 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| May 15, 2020 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Apr 15, 2020 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Apr 15, 2020 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Apr 15, 2020 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Apr 15, 2020 | 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. |
| Apr 15, 2020 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Apr 15, 2020 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Apr 13, 2020 | IUAF | USE AMENDMENT FILED | — |
| Apr 13, 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. |
| Nov 5, 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. |
| Sep 10, 2019 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Sep 10, 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. |
| Aug 21, 2019 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Aug 8, 2019 | ALIE | ASSIGNED TO LIE | — |
| Jul 29, 2019 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jul 26, 2019 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jul 25, 2019 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jul 25, 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. |
| Feb 14, 2019 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Feb 14, 2019 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jan 25, 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 25, 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 25, 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 24, 2019 | DOCK | ASSIGNED TO EXAMINER | — |
| Oct 25, 2018 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Oct 18, 2018 | NWAP | NEW APPLICATION ENTERED | — |