USPTO serial 88227436
ITMO
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Nov 3, 2020
- Examiner
- NUNLEY, CHRISTOPHER MICHAEL
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Holly Li
Holly Li The Law Offices of Holly Y. Li142 W. 57th Street, Floor 11New York, NY 10019UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial services in the nature of an investment security; Financial services rendered in connection with the issuance, receipt and transfer of lines of credit, namely, credit processing services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, arranging of modified loan terms designed to prevent home foreclosure; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, business fundraising for others; Financial services, namely, business fundraising provided over a computer network such as the Internet; Financial services, namely, commodity trading and managed futures advisory and management services; Financial services, namely, conducting a securities and derivatives exchange; Financial services, namely, conducting an online exchange of interest rate products via the internet and intranet systems; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, corporate workout, debt restructuring, receivership, and loan resolution for commercial loans; Financial services, namely, credit agencies featuring credit processing, namely, credit checking, credit analyzing, and financial reporting services; Financial services, namely, credit repair and restoration; Financial services, namely, dealing in securities as a market maker and in trading commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; Financial services, namely, debt resolution services in the nature of debt settlement and elimination; Financial services, namely, debt settlement; Financial services, namely, electronic remote check deposit services; Financial services, namely, estate settlement services; Financial services, namely, funding online cash accounts from prepaid cash cards, bank accounts and credit card accounts; Financial services, namely, funding research awards in the field of energy; Financial services, namely, gold trading; 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 services, namely, investment fund transfer and transaction services; Financial services, namely, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Financial services, namely, life insurance settlement services; Financial services, namely, loan default mitigation services; Financial services, namely, loss mitigation services for under- or non-performing mortgage loans; Financial services, namely, microfinance lending services; Financial services, namely, money lending; Financial services, namely, mortgage planning; Financial services, namely, mortgage refinancing; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, proprietary trading in commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; Financial services, namely, providing a virtual currency for use by members of an on-line community via a global computer network; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, providing electronic transfer of a virtual currency for use by members of an on-line community via a global computer network; Financial services, namely, providing for the exchange of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Financial services, namely, providing information in the fields of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Financial services, namely, providing on-line stored value accounts in an electronic environment; Financial services, namely, raising debt and equity capital for others; Financial services, namely, raising money for the hedge funds of others; Financial services, namely, real estate note brokerage; Financial services, namely, savings programs for youths; Financial services, namely, the purchase of residential mortgages on behalf of others and the issuance of mortgage-backed securities; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, vehicle title loans; Financial services, namely, wealth management services; Financial administration of medication reimbursement programs and services; Financial administration of pharmacy reimbursement programs and services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services relating to micro credits, micro finance and energy products; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis and research services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial brokerage services for cryptocurrency trading; Financial calculation services for others, namely, royalty calculation; Financial consultancy services in the area of healthcare; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial consulting services, namely, advising others regarding intellectual property investments; Financial consulting services, namely, expert analysis in finance; Financial counseling services, namely, helping others build a better working relationship with their money; Financial credit scoring services; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial customs brokerage services; Financial due diligence services in the field of real estate; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial guarantees; Financial information services provided on-line from a computer database or a global computer network, namely, providing information in the field of financial classification of companies and securities; Financial information and advisory services; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; Financial investment brokerage services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning and investment advisory services; Financial portfolio analysis services; Financial research and equity research brokerage services; Financial research and information services; Financial restructuring services; Financial retirement plan consulting services; Financial risk assessment services; Financial securities exchange services; Financial transaction services, namely, providing secure commercial transactions and payment options; Financial transaction services, namely, providing secure commercial transactions and payment options using a mobile device at a point of sale; Business liquidation services, financial; Charitable services, namely, providing financial assistance to meet the physical, psychological, social and other special needs of children; Charitable services, namely, providing financial assistance to meet the physical, psychological, social and other special needs of disabled persons; Charitable services, namely, providing financial support to disadvantaged individuals in the United States and other countries for the purpose of facilitating health, wellness and economic development; Charitable services, namely, providing financial support to disadvantaged patients for the purpose of facilitating good health; Charitable services, namely, providing financial support to people from disadvantaged countries for the purpose of facilitating educational opportunities; Charitable foundation services, namely, providing financial assistance for programs and services of others; Charitable foundation services, namely, providing financial support to individuals who are seeking to be with family during the holidays but are unable due to financial constraints; Charitable foundation services, namely, providing fundraising activities, supplemental funding, capital improvement funding, scholarships and financial assistance for programs and services of others; Charitable fundraising services using proceeds from CDs, to provide food, blankets, shelter, other relief materials, blood, and financial assistance to victims of diseases and disasters in the United States; College consulting services, namely, assisting students in applying for scholarships and financial aid; College counseling services, namely, assisting students in applying for scholarships and financial aid; Consultation services in the field of financial management of yacht operations; Electronic financial service for the purchase of savings bonds; Electronic financial trading services; Insurance and financial information and consultancy services; Mortgage compliance consulting services concerning financial requirements for mortgages for mortgage lenders and servicers and mortgage brokers; News reporting services in the field of financial news; On-line financial planning services; Online, real-time tax payment processing, tax payment financial management, and tax payment financial analysis services; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing financial risk management services for electronic funds transfer, credit and debit card and electronic check transactions via a global computer network; Providing an internet website portal in the field of financial transaction and payment processing services; Strategic financial advisory services; Strategic corporate financial advisory services | ACTIVE | Oct 1, 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 |
|---|---|---|---|
| Nov 3, 2025 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Nov 3, 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. |
| Sep 29, 2020 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Sep 28, 2020 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Sep 17, 2020 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Sep 16, 2020 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Sep 16, 2020 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Sep 15, 2020 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Jul 29, 2020 | NREV | NOTICE OF REVIVAL - E-MAILED | — |
| Jul 27, 2020 | IUAF | USE AMENDMENT FILED | — |
| Jul 27, 2020 | TPEX | SOU EXTENSION RECEIVED WITH TEAS PETITION | — |
| Jul 27, 2020 | PETG | PETITION TO REVIVE-GRANTED | — |
| Jul 27, 2020 | PROA | TEAS PETITION TO REVIVE RECEIVED | — |
| Jul 27, 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. |
| Jul 20, 2020 | 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. |
| Jul 20, 2020 | 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. |
| Jun 18, 2020 | EXT2 | SOU EXTENSION 2 FILED | — |
| Feb 12, 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. |
| Feb 12, 2020 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Dec 18, 2019 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Dec 16, 2019 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Dec 16, 2019 | EXT1 | SOU EXTENSION 1 FILED | — |
| Dec 16, 2019 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Jun 18, 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 30, 2019 | 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 30, 2019 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Apr 23, 2019 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Apr 23, 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. |
| Apr 3, 2019 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Mar 13, 2019 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 12, 2019 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 5, 2019 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 17, 2018 | NWAP | NEW APPLICATION ENTERED | — |