USPTO serial 88630206
INVEST WITH UNDERSTANDING
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jun 14, 2022
- Examiner
- MANGUBAT, ALEXANDER GEORGE
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
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.
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Owner
Pittsburgh, PA
PITTSBURGH, PA
PITTSBURGH, PA
PITTSBURGH, PA
Pittsburgh, PA
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Joseph R. Falcon III
Joseph R. Falcon III BARLEY SNYDER2 GREAT VALLEY PARKWAYSUITE 110MALVERN, PA 19355Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Recorded computer software for financial planning, financial management, and investment management; downloadable computer software for financial planning, financial management, and investment management; downloadable software in the nature of a mobile application for financial planning, financial management, and investment management | ACTIVE | — |
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.
- Other trademarks owned by Eugene M. Natali Jr.
- Other trademarks owned by TROUTWOOD LLC
- Other trademarks owned by TROUTWOOD LLC
- Other trademarks owned by TROUTWOOD INC.
- Other trademarks owned by Eugene M. Natali Jr.
- Other trademarks in Class 009
- Similar marks named INVEST WITH UNDERSTANDING
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Apr 11, 2025 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jun 14, 2022 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Jun 14, 2022 | 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. |
| May 10, 2022 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| May 9, 2022 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Apr 5, 2022 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Apr 5, 2022 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Apr 5, 2022 | 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. |
| Feb 25, 2022 | DOCK | ASSIGNED TO EXAMINER | — |
| Oct 5, 2021 | 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. |
| Oct 5, 2021 | 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. |
| Oct 5, 2021 | CNRT | SU - 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. |
| Jul 7, 2021 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Jul 6, 2021 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Jun 24, 2021 | IUAF | USE AMENDMENT FILED | — |
| Jun 24, 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. |
| Mar 5, 2021 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Mar 3, 2021 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Mar 3, 2021 | EXT2 | SOU EXTENSION 2 FILED | — |
| Mar 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. |
| Feb 3, 2021 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Sep 4, 2020 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Sep 2, 2020 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Sep 2, 2020 | EXT1 | SOU EXTENSION 1 FILED | — |
| Sep 2, 2020 | 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 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. |
| Jan 7, 2020 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jan 7, 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. |
| Dec 18, 2019 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Dec 5, 2019 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Dec 5, 2019 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 30, 2019 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Sep 28, 2019 | NWAP | NEW APPLICATION ENTERED | — |