USPTO serial 88669106
Serial No. 88669106
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jun 21, 2022
- Examiner
- RENNEKER, CHRISTOPHER JOHN
- 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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Current trademark owner
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Owner
Dresher, PA, US
Dresher, PA, US
Dresher, PA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Jennifer L. Dean
Jennifer L. Dean Faegre Drinker Biddle & Reath LLP1500 K Street, NWSUITE 1100Washington, DC 20005Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Financial and business record-keeping for retirement plans and retirement accounts; Financial and business record-keeping for savings plans and savings accounts; Financial and business record-keeping for benefit plans for others | ACTIVE | May 2, 2022 |
| 036 | Administration of health savings account plans; Administration of retirement plans and retirement accounts; Administration of savings plans and savings accounts; Administration of financial benefit plans for others; Consulting services in the field of retirement plans and retirement accounts; Consulting services in the field of financial benefit plans; Consulting services in the field of savings plans and savings accounts; Providing information in the field of retirement plans and retirement accounts; Providing information in the field of insurance; Providing information in the field of financial planning; Providing information in the field of financial benefit plans; Providing information in the field of savings plans and savings accounts; Providing investment account financial information; Financial services, namely, a web-based portal developed to provide financial advisers with access to information on their clients' investment accounts; Financial custody services, namely, maintaining possession of assets of retirement plans, assets of benefit plans and assets of trusts for others for recordkeeping, payment and disbursement purposes; Financial services, namely, a service assisting others with completion of financial transactions by way of allowing employers and employees to sign up for and contribute to investment plans and accounts through payroll deductions; Financial transaction processing, namely, financial benefit plan transaction processing services; Actuarial services; Trustee services for retirement plans, benefit plans and trusts; Investment fund services featuring acceptance of monetary contributions to investment accounts | ACTIVE | May 2, 2022 |
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 |
|---|---|---|---|
| Jun 26, 2026 | NOSU | NOTICE OF SUIT | — |
| Feb 13, 2026 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Jun 21, 2022 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Jun 21, 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 20, 2022 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| May 19, 2022 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| May 18, 2022 | DMCC | DATA MODIFICATION COMPLETED | — |
| May 18, 2022 | ALIE | ASSIGNED TO LIE | — |
| May 14, 2022 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| May 13, 2022 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| May 13, 2022 | EX2G | SOU EXTENSION 2 GRANTED | — |
| May 13, 2022 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| May 6, 2022 | IUAF | USE AMENDMENT FILED | — |
| May 6, 2022 | EXT2 | SOU EXTENSION 2 FILED | — |
| May 6, 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. |
| May 6, 2022 | 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. |
| Oct 12, 2021 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Oct 8, 2021 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Oct 8, 2021 | EXT1 | SOU EXTENSION 1 FILED | — |
| Oct 8, 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. |
| Aug 18, 2021 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| May 11, 2021 | 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. |
| Mar 16, 2021 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Mar 16, 2021 | 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. |
| Feb 24, 2021 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Feb 9, 2021 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Feb 9, 2021 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Feb 9, 2021 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Feb 9, 2021 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Feb 9, 2021 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Aug 18, 2020 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Aug 18, 2020 | GNFR | FINAL REFUSAL E-MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Aug 18, 2020 | CNFR | FINAL REFUSAL WRITTEN | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Jul 31, 2020 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jul 31, 2020 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jul 31, 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 31, 2020 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 1, 2019 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Oct 31, 2019 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Oct 29, 2019 | NWAP | NEW APPLICATION ENTERED | — |