USPTO serial 88225064
Reviewed by CopyMark Law Group
Status 702 means the registration is active, Section 8 was accepted, and a Section 15 declaration of incontestability was also accepted. Incontestability strengthens your rights by limiting certain challenges after five years of continuous use. Continue use in commerce and plan for the 10-year Section 8 and 9 renewal.
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.
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Ellen A. Andelman
Ellen A. Andelman MOORE & VAN ALLEN PLLC100 NORTH TRYON STREET, SUITE 4700CHARLOTTE, NC 28202United States| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Insurance underwriting and administration services for [ all types of ] * disability * insurance; [ providing underwriting and administration services for pension funds; residential and commercial mortgage lending services; real estate brokerage and management services; mutual fund brokerage and investment services, namely, investment banking and funds investment; ] financial retirement planning services; employee benefits services, namely, processing, administering, and managing employee benefit plans concerning insurance and finance; insurance services, namely, underwriting, issuing and administration of life insurance; issuance and administration of annuities; insurance brokerage services; [ investment services, namely, asset acquisition, consultation, development and management services; investment of funds for others; ] annuity services, namely, account and investment administration and the investment and distribution of annuity funds; financial services, namely, investment fund transfer and transaction services; financial services, namely, providing an investment option available for variable annuity and variable life insurance products; [ financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; ] insurance and financial information and consultancy services | ACTIVE | Mar 19, 2019 |
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 |
|---|---|---|---|
| Feb 2, 2026 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Feb 2, 2026 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Jan 30, 2026 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Oct 28, 2025 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Nov 5, 2024 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Jun 25, 2021 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 25, 2021 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Jun 25, 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. |
| Jun 25, 2021 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Mar 24, 2020 | A7OK | AMENDMENT UNDER SECTION 7 - PROCESSED | — |
| Mar 18, 2020 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Feb 4, 2020 | ES7R | TEAS SECTION 7 REQUEST RECEIVED | — |
| Nov 5, 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 2, 2019 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Oct 1, 2019 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Sep 12, 2019 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Sep 12, 2019 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Aug 14, 2019 | IUAF | USE AMENDMENT FILED | — |
| Aug 14, 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. |
| Jul 16, 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. |
| May 21, 2019 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| May 21, 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. |
| May 1, 2019 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Apr 12, 2019 | ALIE | ASSIGNED TO LIE | — |
| Mar 21, 2019 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 20, 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. |
| Mar 20, 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. |
| Mar 20, 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. |
| Mar 12, 2019 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 7, 2019 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 3, 2019 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 14, 2018 | NWAP | NEW APPLICATION ENTERED | — |