USPTO serial 88699289
WHERE MATTERS OF WEALTH, BUSINESS, AND FAMILY INTERSECT
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Sep 7, 2021
- Examiner
- BERLIN, JUSTIN E
- 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.
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Owner
Pittsburgh, PA, US
Pittsburgh, PA, US
Pittsburgh, PA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Paul D. Bangor, Jr.
Paul D. Bangor, Jr. CLARK HILL, PLC301 GRANT ST., 14TH FLOORONE OXFORD CENTREPITTSBURGH, PA 15219Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | business brokerage services and related consulting, strategic corporate financial advisory services and investment banking related services, namely, strategic plan design services, vendor selection and evaluation services, financial reporting services and corporate compliance services, pertaining to business sales, mergers, acquisitions, joint ventures, special situations and turnarounds, recapitalization and negotiations; Financial services, namely, wealth management services; investment management and advisory services; financial asset management; family office services, namely, financial planning and advisory services, strategic planning and financial modeling for trust and estate planning, investment consulting, tax planning and administration in the nature of financial modeling of tax strategies and the coordination of tax professionals, financial philanthropic gift planning; financial risk management; philanthropy and charitable planning, namely, philanthropy consultation relating to taxation planning; financial planning for retirement; financial and insurance services, namely, estate and succession planning services; financial planning and investment advisory services, namely, trust planning, gift planning, financial governance and fiduciary management; Consulting services in the field of state and federal employee benefit plans concerning insurance and finance; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, accidental death and dismemberment; Insurance brokerage services for individual and group insurance; Strategic financial advisory services | ACTIVE | Oct 15, 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.
- Other trademarks owned by Jeffrey C. Coury
- Other trademarks owned by Jeffrey C. Coury
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Sep 7, 2026 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Sep 7, 2026 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Sep 7, 2026 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Sep 7, 2026 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Sep 7, 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 22, 2021 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jun 22, 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. |
| Jun 2, 2021 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| May 13, 2021 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| May 13, 2021 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 12, 2021 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 12, 2021 | 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. |
| Nov 12, 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. |
| Nov 12, 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. |
| Nov 12, 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. |
| Oct 15, 2020 | ZZZX | PREVIOUS ALLOWANCE COUNT WITHDRAWN | — |
| Sep 22, 2020 | PBCR | WITHDRAWN FROM PUB - OG REVIEW QUERY | — |
| Sep 3, 2020 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Sep 3, 2020 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 2, 2020 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 2, 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. |
| Mar 2, 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. |
| Mar 2, 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. |
| Mar 2, 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 25, 2020 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 26, 2019 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Nov 23, 2019 | NWAP | NEW APPLICATION ENTERED | — |