USPTO serial 88599321
Reviewed by CopyMark Law Group
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.
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.
Clearwater, FL
Clearwater, FL
Clearwater, FL
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Mark D. Hansing
Mark D. Hansing MCKEE, VOORHEES & SEASE, P.L.C.801 GRAND AVENUE, SUITE 3200DES MOINES, IA 50309-2721UNITED STATES| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Tax and taxation planning, advice, information and consultancy services | ACTIVE | Aug 15, 2023 |
| 036 | Financial services, namely, wealth management services; financial analysis; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; financial trust planning; financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; financial risk management; financial affairs and monetary affairs, namely, financial information, management and analysis services; providing a web site featuring personal and business financial information and financial advice; providing financial information in the field of finances, asset protection, trusts and estates, investment, and taxes for individuals | ACTIVE | Aug 15, 2023 |
| 041 | Education services, namely, providing instruction in the field of finances, asset protection, trusts and estates, investment, taxes, and legal issues for individuals | ACTIVE | Aug 15, 2023 |
| 042 | Platform as a service (PAAS) featuring computer software platforms for coordination, for individual clients within a single account, of an investment and asset portfolio's maintenance, rebalancing, legal, and tax management needs; platform as a service (PAAS) featuring computer software platforms using artificial intelligence for coordination, for individual clients within a single account, of an investment portfolio's maintenance, rebalancing, legal, and tax management needs; software as a service (SAAS) services, namely, hosting software for use by others for coordination, for individual clients within a single account, of an investment portfolio's maintenance, rebalancing, legal, and tax management needs; software as a service (SAAS) services, namely, hosting software using artificial intelligence for use by others for coordination, for individual clients within a single account, of an investment portfolio's maintenance, rebalancing, legal, and tax management needs; advanced product research in the field of artificial intelligence; providing a website featuring on-line, non-downloadable software that enables users to access educational guides in the field of finances, asset protection, trusts and estates, investment, taxes, and legal issues for individuals | ACTIVE | Aug 15, 2023 |
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 |
|---|---|---|---|
| Nov 7, 2023 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Nov 7, 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. |
| Oct 3, 2023 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Oct 2, 2023 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Sep 29, 2023 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Sep 28, 2023 | IUAF | USE AMENDMENT FILED | — |
| Sep 28, 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. |
| Apr 6, 2023 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Apr 5, 2023 | EX5G | SOU EXTENSION 5 GRANTED | — |
| Apr 5, 2023 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Mar 28, 2023 | EXT5 | SOU EXTENSION 5 FILED | — |
| Mar 28, 2023 | 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 30, 2022 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Sep 28, 2022 | EX4G | SOU EXTENSION 4 GRANTED | — |
| Sep 28, 2022 | EXT4 | SOU EXTENSION 4 FILED | — |
| Sep 28, 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. |
| Mar 30, 2022 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Mar 28, 2022 | EX3G | SOU EXTENSION 3 GRANTED | — |
| Mar 28, 2022 | EXT3 | SOU EXTENSION 3 FILED | — |
| Mar 28, 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. |
| Oct 1, 2021 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Sep 29, 2021 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Sep 29, 2021 | EXT2 | SOU EXTENSION 2 FILED | — |
| Sep 29, 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. |
| Mar 25, 2021 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Mar 23, 2021 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Mar 23, 2021 | EXT1 | SOU EXTENSION 1 FILED | — |
| Mar 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 29, 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. |
| Aug 4, 2020 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Aug 4, 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. |
| Jul 15, 2020 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jun 30, 2020 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jun 30, 2020 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Jun 30, 2020 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Jun 30, 2020 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Jun 30, 2020 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jun 24, 2020 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jun 24, 2020 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 22, 2020 | ALIE | ASSIGNED TO LIE | — |
| Jun 12, 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. |
| Dec 13, 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. |
| Dec 13, 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. |
| Dec 13, 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. |
| Dec 4, 2019 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 11, 2019 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Sep 3, 2019 | NWAP | NEW APPLICATION ENTERED | — |