USPTO serial 88697760
FUNDSPEC
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jul 21, 2020
- Examiner
- BUTLER, ANDREA P
- Law office
- Historical data usage
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.
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Owner
NORWALK, CT, US
NORWALK, CT, US
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial services in the nature of an investment security; Financial analysis and research services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial portfolio analysis services; Financial research and information services; Financial risk assessment services | ACTIVE | Feb 25, 2019 |
| 042 | Software as a service (SAAS) services featuring software for performing financial analysis; Software as a service (SAAS) services featuring software for creating and designing financial models; Software as a service (SAAS) services featuring software for financial data analysis, reporting, and aggregation | ACTIVE | Feb 25, 2019 |
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 |
|---|---|---|---|
| Mar 17, 2026 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| Mar 17, 2026 | 8.OK | REGISTERED - SEC. 8 (6-YR) ACCEPTED | The USPTO accepted your Section 8 declaration showing the mark is still in use in commerce (or excusable nonuse). This satisfies the six-year maintenance requirement and keeps the registration active until the next renewal deadline. |
| Mar 16, 2026 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Oct 27, 2025 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Jul 21, 2025 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Jul 21, 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. |
| Jun 15, 2020 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Jun 8, 2020 | ALIE | ASSIGNED TO LIE | — |
| Jun 2, 2020 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| May 28, 2020 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| May 28, 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. |
| May 28, 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. |
| May 7, 2020 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 7, 2020 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 7, 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. |
| Feb 28, 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. |
| Feb 28, 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. |
| Feb 28, 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. |
| Feb 24, 2020 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 25, 2019 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Nov 22, 2019 | NWAP | NEW APPLICATION ENTERED | — |