USPTO serial 88248193
ASSET PLANET
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Mar 10, 2020
- Examiner
- GARDNER, DAWNA BERYL
- 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
Calabasas, CA, US
Ventura, CA, US
Calabasas, CA, US
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Software as a service (SAAS) services featuring software for financial planning that allows users to customize their goals for saving money by tracking their investments and accounts | ACTIVE | Aug 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 |
|---|---|---|---|
| Sep 23, 2026 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| Sep 23, 2026 | 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. |
| Sep 21, 2026 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Sep 21, 2026 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jul 28, 2026 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Mar 10, 2025 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Jul 29, 2024 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jul 29, 2024 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jul 29, 2024 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Mar 10, 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. |
| Feb 1, 2020 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Jan 31, 2020 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Jan 28, 2020 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jan 28, 2020 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jan 28, 2020 | 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. |
| Dec 30, 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. |
| Dec 30, 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. |
| Dec 30, 2019 | CNRT | SU - 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. |
| Nov 29, 2019 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Nov 29, 2019 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Nov 29, 2019 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Nov 25, 2019 | RDX3 | NOTIFICATION FOR REQ FOR RECON DENIED NO APPEAL FILED | — |
| Nov 25, 2019 | RDX1 | ACTION FOR REQ FOR RECON DENIED NO APPEAL FILED E-MAILED | — |
| Nov 25, 2019 | RRDX | ACTION REQ FOR RECON DENIED NO APPEAL FILED COUNTED NOT MAILED | — |
| Nov 1, 2019 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Nov 1, 2019 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Oct 30, 2019 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Oct 29, 2019 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Oct 29, 2019 | GNFR | FINAL REFUSAL E-MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Oct 29, 2019 | CNFR | SU - FINAL REFUSAL - WRITTEN | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Sep 30, 2019 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 26, 2019 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 26, 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. |
| Sep 26, 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. |
| Sep 26, 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. |
| Sep 26, 2019 | CNRT | SU - 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. |
| Sep 7, 2019 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Sep 7, 2019 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Aug 7, 2019 | IUAF | USE AMENDMENT FILED | — |
| Aug 7, 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 21, 2019 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Mar 21, 2019 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Mar 21, 2019 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Mar 21, 2019 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Mar 15, 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 15, 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 15, 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 11, 2019 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 25, 2019 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Jan 24, 2019 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jan 7, 2019 | NWAP | NEW APPLICATION ENTERED | — |