USPTO serial 88562690
Serial No. 88562690
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Mar 10, 2020
- Examiner
- AURAND, KYLE C
- Law office
- Historical data usage
What this means
Status 702 means the registration is active, Section 8 was accepted, and a Section 15 declaration of incontestability was also accepted. Incontestability strengthens your rights by limiting certain challenges after five years of continuous use. Continue use in commerce and plan for the 10-year Section 8 and 9 renewal.
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Owner
San Francisco, CA
San Francisco, CA
San Francisco, CA
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Patrick C. Stephenson
Patrick C. Stephenson KUTAK ROCK LLP1650 FARNAM STREETOMAHA, NE 68102United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable computer software and downloadable mobile applications for use by those who provide financial services, namely, software for collecting, organizing, analyzing, transmitting and storing data and information in the fields of financial management, financial risk management, and investment management; Downloadable computer software and downloadable mobile applications used in connection with financial services, namely, software for collecting, organizing, analyzing, transmitting and storing data and information in the fields of personal financial planning, personal financial management, personal investment management, and retirement planning | ACTIVE | Dec 17, 2014 |
| 036 | Providing web-based, automated and customized personal financial management services, namely, discretionary management of personal financial accounts, guidance and portfolio review, daily monitoring of financial transactions and account balances; financial services, namely, financial planning and investment advisory services via a website | ACTIVE | Dec 17, 2014 |
| 042 | Providing online, non-downloadable computer software in the field of financial services for collecting, organizing, analyzing, transmitting and storing data and information in connection with providing financial information, securities trading, financial risk management, investment management services, and retirement planning | ACTIVE | Dec 17, 2014 |
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 16, 2025 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Sep 16, 2025 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Sep 16, 2025 | PRAN | POST REGISTRATION ACTION MAILED NO RESPONSE REQUIRED | — |
| Sep 15, 2025 | EROP | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED | — |
| Sep 15, 2025 | PR23 | POST REGISTRATION ACTION MAILED - SEC. 8 & 15 | — |
| Sep 15, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| May 5, 2025 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Mar 10, 2025 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Mar 10, 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. |
| Dec 24, 2019 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Dec 24, 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 4, 2019 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Nov 15, 2019 | ALIE | ASSIGNED TO LIE | — |
| Nov 12, 2019 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Nov 6, 2019 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Nov 6, 2019 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Nov 6, 2019 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Nov 6, 2019 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Nov 1, 2019 | DOCK | ASSIGNED TO EXAMINER | — |
| Aug 21, 2019 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Aug 20, 2019 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Aug 6, 2019 | NWAP | NEW APPLICATION ENTERED | — |