USPTO serial 88431455
STRATEGIC ADVICE MANAGER
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- May 5, 2026
- Examiner
- CORWIN, KEVIN SCOTT
- Law office
- FILE REPOSITORY (FRANCONIA)
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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Owner
Winnipeg, Manitoba, CA
Winnipeg, Manitoba, CA
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Adam W. Sikich
Adam W. Sikich Raphael Bellum PLLC3243 P Street, NWWashington, DC 20007United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 041 | software training services, namely, training in the use of computer software in the investment advisory, insurance and financial planning fields | ACTIVE | — |
| 042 | software support services in the investment advisory, insurance and financial planning fields, namely, troubleshooting of computer software problems; providing temporary use of online non-downloadable software for data compilation and analysis in the investment advisory, insurance, and financial planning fields; providing temporary use of online non-downloadable artificial intelligence (AI) software for automated data compilation and analysis in the investment advisory, insurance and financial planning fields; providing temporary use of online, non-downloadable artificial intelligence (AI) software for decision analysis in the investment advisory, insurance and financial planning fields; providing temporary use of non-downloadable software for data analysis and decision-making based on artificial intelligence and machine learning in the investment advisory, insurance and financial planning fields; software as a service services (SaaS) featuring software for data compilation and analysis in the investment advisory, insurance and financial planning fields; software as a service services (SaaS) featuring artificial intelligence (AI) software for automated data compilation and analysis in the investment advisory, insurance and financial planning fields; software as a service services (SaaS) featuring artificial intelligence (AI) software for decision analysis in the investment advisory, insurance and financial planning fields; software as a service services (SaaS) featuring software for data analysis and decisionmaking based on artificial intelligence and machine learning in the investment advisory, insurance and financial planning fields | ACTIVE | — |
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 |
|---|---|---|---|
| May 5, 2026 | NRCS | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| May 5, 2026 | R.SR | REGISTERED-SUPPLEMENTAL REGISTER | Your mark is registered on the Supplemental Register, which is available for marks that are not yet distinctive enough for the Principal Register but can still identify a source. Protection is more limited than Principal Register registration but can later support a Principal Register application. |
| Apr 9, 2026 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Apr 1, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Apr 1, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Apr 1, 2026 | 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. |
| Mar 31, 2026 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Mar 31, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Mar 31, 2026 | EWOR | TEAS WITHDRAWAL AS DOMESTIC REPRESENTATIVE RECEIVED | — |
| Mar 31, 2026 | 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 31, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Mar 31, 2026 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Mar 31, 2026 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jan 12, 2026 | 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. |
| Jan 12, 2026 | 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. |
| Jan 12, 2026 | 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. |
| Nov 20, 2024 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Nov 20, 2024 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Nov 19, 2024 | ERSI | TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED | — |
| Aug 28, 2024 | GNS2 | NOTIFICATION OF INQUIRY AS TO SUSPENSION E-MAILED | — |
| Aug 28, 2024 | GNSI | INQUIRY TO SUSPENSION E-MAILED | — |
| Aug 28, 2024 | CNSI | SUSPENSION INQUIRY WRITTEN | — |
| Feb 6, 2024 | GNS3 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | — |
| Feb 6, 2024 | GNSL | LETTER OF SUSPENSION E-MAILED | — |
| Feb 6, 2024 | CNSL | SUSPENSION LETTER WRITTEN | — |
| Feb 6, 2024 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Feb 6, 2024 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Feb 6, 2024 | ALIE | ASSIGNED TO LIE | — |
| May 21, 2023 | ERSI | TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED | — |
| Feb 22, 2023 | GNS2 | NOTIFICATION OF INQUIRY AS TO SUSPENSION E-MAILED | — |
| Feb 22, 2023 | GNSI | INQUIRY TO SUSPENSION E-MAILED | — |
| Feb 22, 2023 | CNSI | SUSPENSION INQUIRY WRITTEN | — |
| Aug 17, 2022 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| Jul 20, 2022 | RCCK | SUSPENSION CHECKED - TO ATTORNEY FOR ACTION | — |
| Jan 11, 2022 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| Dec 20, 2021 | RCCK | SUSPENSION CHECKED - TO ATTORNEY FOR ACTION | — |
| Jun 15, 2021 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| Nov 21, 2020 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| Oct 29, 2020 | RCCK | SUSPENSION CHECKED - TO ATTORNEY FOR ACTION | — |
| Apr 6, 2020 | GNS3 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | — |
| Apr 6, 2020 | GNSL | LETTER OF SUSPENSION E-MAILED | — |
| Apr 6, 2020 | CNSL | SUSPENSION LETTER WRITTEN | — |
| Feb 28, 2020 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Feb 28, 2020 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Feb 28, 2020 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Feb 26, 2020 | ALIE | ASSIGNED TO LIE | — |
| Feb 20, 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 20, 2020 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Feb 20, 2020 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Feb 20, 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 20, 2020 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Feb 20, 2020 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| 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 | — |
| Aug 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. |
| Aug 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. |
| Aug 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. |
| Aug 1, 2019 | DOCK | ASSIGNED TO EXAMINER | — |
| May 31, 2019 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| May 18, 2019 | NWAP | NEW APPLICATION ENTERED | — |