USPTO serial 88505874
TAG
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- May 5, 2020
- Examiner
- ABRAMS, JACQUELINE WILLETTE
- Law office
- Historical data usage
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.
Need help with TAG?
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Current trademark owner
Get help with this Renewal, set up monitoring, or talk with CopyMark.
Get Attorney Assistance for just $748*
Plus Government fees of $850
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Jason S. Oliver
Jason S. Oliver Baker & Hostetler LLP45 Rockefeller PlazaNew York, NY 10111United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Administration and management services for high net worth individuals and families, namely, accounting, bill pay, bookkeeping, and budgeting; administration and supervision of banking and credit accounts and insurance matters; negotiation of personal and real property purchases, mortgages and leases for third parties | ACTIVE | Dec 31, 1988 |
| 036 | Family office services, namely, financial and investment management for high net worth individuals and families; financial planning, wealth management, trust and estate planning, tax planning, insurance risk management, advice and consultation regarding insurance needs and policies, financial services, namely, financial performance reporting, investment advice, investment management, investment consultation, and investment of funds for others, consultation on financial acquisitions and divestitures, all directed to high net worth individuals and families and related entities | ACTIVE | Dec 31, 1988 |
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 |
|---|---|---|---|
| Oct 18, 2025 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Oct 18, 2025 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Oct 18, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jun 17, 2025 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Jun 9, 2025 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Jun 9, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 9, 2025 | 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. |
| Jun 9, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jun 9, 2025 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jun 9, 2025 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| May 5, 2025 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| May 5, 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 18, 2020 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Feb 18, 2020 | 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. |
| Jan 29, 2020 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jan 14, 2020 | ALIE | ASSIGNED TO LIE | — |
| Jan 13, 2020 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jan 4, 2020 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jan 3, 2020 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jan 3, 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. |
| Nov 19, 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. |
| Nov 19, 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. |
| Nov 19, 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. |
| Nov 14, 2019 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Nov 13, 2019 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Nov 13, 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 | 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 25, 2019 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 17, 2019 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jul 12, 2019 | NWAP | NEW APPLICATION ENTERED | — |