USPTO serial 88300491
FEEL GOOD ABOUT YOUR MONEY.
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Nov 17, 2020
- Examiner
- FERRAIUOLO, DOMINIC
- 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
Venice, CA
Marina Del Rey, CA
Marina Del Rey, CA
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
William B. Patterson
William B. Patterson Patterson & Sheridan, LLP24 Greenway PlazaSuite 1600Houston, TX 77046Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Investment brokerage; Financial investment brokerage services; Financial investment brokerage; Brokerage services for capital investments; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, ETFs, currencies, commodities, real estate, futures, and other securities, and the investment of funds of others; Brokerage services in the field of securities and commodities investing; Brokerage services in the field of stocks, bonds, options, ETFs, currencies, commodities, real estate, futures, and other securities, and the investment of funds of others; Financial planning and investment advisory 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 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; 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; and 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 | ACTIVE | Sep 5, 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 17, 2025 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Jan 13, 2023 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jan 13, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jan 13, 2023 | 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. |
| Jan 13, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jan 13, 2023 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jan 5, 2023 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jan 5, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jan 5, 2023 | 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. |
| Jan 5, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jan 5, 2023 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jan 5, 2023 | WOAG | WITHDRAWAL OF ATTORNEY GRANTED | — |
| Jan 5, 2023 | WOAR | TEAS WITHDRAWAL OF ATTORNEY RECEIVED | — |
| Mar 16, 2021 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Mar 16, 2021 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Mar 16, 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. |
| Mar 16, 2021 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Mar 16, 2021 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Nov 17, 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. |
| Oct 15, 2020 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Oct 14, 2020 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Sep 23, 2020 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 23, 2020 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 23, 2020 | ALIE | ASSIGNED TO LIE | — |
| Aug 25, 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. |
| Feb 25, 2020 | 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. |
| Feb 25, 2020 | 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. |
| Feb 25, 2020 | 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. |
| Feb 15, 2020 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Feb 15, 2020 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Jan 30, 2020 | IUAF | USE AMENDMENT FILED | — |
| Jan 30, 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 30, 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. |
| Jun 4, 2019 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jun 4, 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 15, 2019 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Apr 24, 2019 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Apr 24, 2019 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 7, 2019 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Feb 16, 2019 | NWAP | NEW APPLICATION ENTERED | — |