USPTO serial 88665618
QUALIFIED LEVERAGE STRATEGY
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- May 12, 2020
- Examiner
- DUBOIS, SUSAN L
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.
Need help with QUALIFIED LEVERAGE STRATEGY?
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.
Current trademark owner
Get help with this Renewal, set up monitoring, or talk with CopyMark.
Get Attorney Assistance for just $399*
Plus Government fees of $425
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
San Francisco, CA, US
Corte Madera, CA, US
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial consulting services in the fields of personal wealth, estate planning, financial planning, financial valuation, risk management, and asset management; Financial services, namely, wealth management services; financial retirement plan consulting services | 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.
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Feb 23, 2026 | WOAG | WITHDRAWAL OF ATTORNEY GRANTED | — |
| Feb 23, 2026 | WOAR | TEAS WITHDRAWAL OF ATTORNEY RECEIVED | — |
| May 12, 2025 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Jan 27, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jan 27, 2025 | 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 27, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Dec 14, 2022 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Dec 14, 2022 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Dec 14, 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. |
| Dec 14, 2022 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Dec 14, 2022 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| May 12, 2020 | R.SR | REGISTERED-SUPPLEMENTAL REGISTER | Your mark is registered on the Supplemental Register, which is available for marks that are not yet distinctive enough for the Principal Register but can still identify a source. Protection is more limited than Principal Register registration but can later support a Principal Register application. |
| Apr 9, 2020 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Apr 1, 2020 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Mar 25, 2020 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Mar 25, 2020 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Mar 25, 2020 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Mar 25, 2020 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Mar 12, 2020 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Mar 12, 2020 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 11, 2020 | ALIE | ASSIGNED TO LIE | — |
| Mar 5, 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. |
| Jan 31, 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. |
| Jan 31, 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. |
| Jan 31, 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. |
| Jan 29, 2020 | DOCK | ASSIGNED TO EXAMINER | — |
| Oct 29, 2019 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Oct 26, 2019 | NWAP | NEW APPLICATION ENTERED | — |