USPTO serial 88411364
A V
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Mar 21, 2023
- Examiner
- MMEJE, OBIEZE GINIKANWA
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
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Current trademark owner
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Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
Morrisville, NC, US
Chapel Hill, NC, US
Morrisville, NC, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Jon P. Deppe
Jon P. Deppe Holzer Patel Drennan216 16th St., Suite 1350Denver, CO 80202UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable mobile applications for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; downloadable mobile applications for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database | ACTIVE | Oct 11, 2022 |
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 22, 2026 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Mar 21, 2023 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Mar 21, 2023 | 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 14, 2023 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Feb 13, 2023 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Feb 9, 2023 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Feb 6, 2023 | IUAF | USE AMENDMENT FILED | — |
| Feb 6, 2023 | 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. |
| Aug 31, 2022 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Aug 30, 2022 | EX5G | SOU EXTENSION 5 GRANTED | — |
| Aug 24, 2022 | EXT5 | SOU EXTENSION 5 FILED | — |
| Aug 24, 2022 | 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. |
| Feb 24, 2022 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Feb 22, 2022 | EX4G | SOU EXTENSION 4 GRANTED | — |
| Feb 22, 2022 | EXT4 | SOU EXTENSION 4 FILED | — |
| Feb 22, 2022 | 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. |
| Aug 10, 2021 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Aug 6, 2021 | EX3G | SOU EXTENSION 3 GRANTED | — |
| Aug 6, 2021 | EXT3 | SOU EXTENSION 3 FILED | — |
| Aug 6, 2021 | 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. |
| Feb 25, 2021 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Feb 23, 2021 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Feb 23, 2021 | EXT2 | SOU EXTENSION 2 FILED | — |
| Feb 23, 2021 | 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. |
| Sep 15, 2020 | NOAC | CORRECTED NOA E-MAILED | — |
| Sep 14, 2020 | DPCC | DIVISIONAL PROCESSING COMPLETE | — |
| Sep 10, 2020 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Sep 1, 2020 | DRRR | DIVISIONAL REQUEST RECEIVED | — |
| Sep 1, 2020 | ERTD | TEAS REQUEST TO DIVIDE RECEIVED | — |
| Aug 26, 2020 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Aug 24, 2020 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Aug 24, 2020 | EXT1 | SOU EXTENSION 1 FILED | — |
| Aug 24, 2020 | 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. |
| Feb 25, 2020 | 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. |
| Dec 31, 2019 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Dec 31, 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. |
| Dec 11, 2019 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Nov 22, 2019 | ALIE | ASSIGNED TO LIE | — |
| Nov 19, 2019 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Nov 15, 2019 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Nov 14, 2019 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Nov 14, 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. |
| Oct 28, 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. |
| Oct 28, 2019 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jul 16, 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. |
| Jul 16, 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. |
| Jul 16, 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. |
| Jul 15, 2019 | DOCK | ASSIGNED TO EXAMINER | — |
| May 18, 2019 | MDSM | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| May 17, 2019 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| May 4, 2019 | NWAP | NEW APPLICATION ENTERED | — |