USPTO serial 88628452
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 $975
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Michele M. Glessner
Michele M. Glessner MOORE & VAN ALLEN PLLC100 NORTH TRYON STREET, SUITE 4700Charlotte, NC 28202-4003UNITED STATES| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Business management services, providing investor-financial advisor relationship management services and sales support management services in the nature of sales management services, sale promotion for others, consulting in the field of sales methods, sales management, and sales improvement in the field of financial investments; business management consulting services relating to investor-financial advisor relationship management, sales support management and marketing automation; providing a website with business information in the fields of marketing and business services; advertising services for others, provision of business information, business administration services, and data processing services in the fields of financial investment services and investor-financial advisor management; providing business information management, information and data compiling and analyzing relating to business management; compilation and management of computerized databases, and consulting services related thereto in the fields of investor-financial advisor relationship management and financial investment services | ACTIVE | Mar 2, 2021 |
| 036 | Financial investment consultancy services; provision of financial investment services on-line from a computer database and the Internet, namely, financial investment brokerage, financial planning and investment advisory services, investment fund transfer and transaction services; information and advisory services in the field of financial investment; consultancy and provision of information to investors in the field of financial investment services; providing a website with financial information in the fields of marketing and business services | ACTIVE | Mar 2, 2021 |
| 042 | Computer programming in the fields of investor-financial advisor relationship management; maintaining and hosting of web sites for others in the field of financial investment services; Providing temporary use of on-line non-downloadable software to store, manage, track, analyze and report financial and industrial investment services data in the fields of investor-financial advisor relationship management and financial investment services; designing, developing, and maintaining computer software applications for others and consulting services related thereto in the fields of investor-financial advisor relationship management and financial investment services; operating search engines for computer networks and the Internet in the fields of financial investment services and investor-financial advisor relationship management; installation, maintenance and repair of computer software; Software as a service (SAAS) services featuring software for investor-financial advisor relationship management and the delivery of automated business processes in the fields of investor-financial advisor relationship management and financial investment services; Software as a service (SAAS) services featuring software to allow users to perform electronic business management and financial investment transactions and to communicate with other users and to access and exchange business information in the fields of financial investment services and investor-financial advisor relationship management via a global computer network; Software as a service (SAAS) services featuring software for customizing computer application user interfaces for managing financial investment software; Software as a service (SAAS) services featuring software for applications for the management and provision of financial investment services and investor-financial advisor relationship management | ACTIVE | Mar 2, 2021 |
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 |
|---|---|---|---|
| Jul 13, 2026 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Jun 10, 2022 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 10, 2022 | 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 10, 2022 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jan 12, 2022 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jan 12, 2022 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jan 12, 2022 | 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. |
| Jan 12, 2022 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jan 12, 2022 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jul 13, 2021 | 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. |
| Jun 10, 2021 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Jun 9, 2021 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| May 18, 2021 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| May 17, 2021 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| May 17, 2021 | EX1G | SOU EXTENSION 1 GRANTED | — |
| May 12, 2021 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| May 3, 2021 | IUAF | USE AMENDMENT FILED | — |
| May 3, 2021 | EXT1 | SOU EXTENSION 1 FILED | — |
| May 3, 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. |
| May 3, 2021 | 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. |
| Nov 3, 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. |
| Sep 8, 2020 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Sep 8, 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. |
| Aug 19, 2020 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Aug 5, 2020 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Aug 5, 2020 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Aug 5, 2020 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Aug 5, 2020 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Aug 5, 2020 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jun 26, 2020 | 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. |
| Jun 26, 2020 | 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. |
| Jun 26, 2020 | 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. |
| Jun 26, 2020 | 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. |
| Jun 8, 2020 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jun 8, 2020 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 8, 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 30, 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 30, 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 30, 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 27, 2019 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 28, 2019 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Sep 27, 2019 | NWAP | NEW APPLICATION ENTERED | — |