USPTO serial 88523671
Reviewed by CopyMark Law Group
This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.
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.
Plus Government fees of $425
Lancaster, PA, US
Lancaster, PA, US
Lancaster, PA, US
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Capital investment; Commodity investment advice; Equity capital investment; Financial administration of retirement plans; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultancy and insurance consultancy; Financial consulting services, namely, advising others regarding intellectual property investments; Financial evaluation for insurance purposes; Financial investment analysis and stock research; Financial investment brokerage services; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial portfolio analysis services; Financial retirement plan consulting services; Financial securities exchange services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; 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; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Fund investment consultation; Funds investment; Global investment research services; Hedge fund investment services; Insurance brokerage; Insurance brokerage services; Insurance consultancy; Insurance services, namely, underwriting, issuing and administration of life insurance; Insurance underwriting services for all types of insurance; Investment advisory services; Investment banking services in the field of Employee Stock Ownership Plans (ESOP); Investment brokerage; Investment by electronic means; Investment consultation; Investment management; Investment management of and distribution of annuities; Investment of funds for others; Investment risk assessment services; Investment services, namely, asset acquisition, consultation, development and management services; Life insurance brokerage; Life insurance underwriting; Monitoring financial markets for investment purposes; Mutual fund investment; Mutual funds and capital investment; Private equity fund investment services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Public equity investment management; Real estate funds investment services; Real estate investment trust services; Securities trading and investing services for others via the internet; Strategic financial advisory services; Trust services, namely, investment and trust company services | ACTIVE | Jun 21, 2019 |
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
| Date | Code | Event | What it means |
|---|---|---|---|
| Jun 13, 2026 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| Jun 13, 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. |
| Jun 13, 2026 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Feb 19, 2026 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Apr 7, 2025 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Apr 7, 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. |
| Mar 3, 2020 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Feb 29, 2020 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Feb 14, 2020 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Feb 14, 2020 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Jan 29, 2020 | IUAF | USE AMENDMENT FILED | — |
| Jan 29, 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. |
| Jan 14, 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. |
| Nov 19, 2019 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Nov 19, 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. |
| Oct 30, 2019 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Oct 11, 2019 | ALIE | ASSIGNED TO LIE | — |
| Oct 8, 2019 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Oct 8, 2019 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Oct 8, 2019 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Oct 8, 2019 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Oct 8, 2019 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Oct 8, 2019 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 28, 2019 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jul 23, 2019 | NWAP | NEW APPLICATION ENTERED | — |