USPTO serial 88792514
AE
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Sep 22, 2020
- Examiner
- REID, CAILE MAUREEN
- 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
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Jordan Arnot Leahey
Jordan Arnot Leahey Culhane Meadows PLLC13101 Preston Road, Ste. 110-1520Dallas, TX 75240UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Providing temporary use of on-line non-downloadable software in the fields of financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, investment performance measurement, compliance record keeping, and account reconciliation; Providing temporary use of on-line non-downloadable software to financial planning professionals that provides marketing support and client management tools for financial planning professionals | ACTIVE | Nov 30, 2016 |
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 |
|---|---|---|---|
| Sep 22, 2025 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Sep 12, 2022 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Sep 12, 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. |
| Sep 12, 2022 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jun 24, 2022 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jun 24, 2022 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 24, 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. |
| Jun 24, 2022 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jun 24, 2022 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Apr 14, 2021 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Apr 14, 2021 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Apr 14, 2021 | 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. |
| Apr 14, 2021 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Apr 14, 2021 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Sep 22, 2020 | 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. |
| Sep 17, 2020 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Sep 17, 2020 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Sep 17, 2020 | 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. |
| Sep 17, 2020 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Sep 17, 2020 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jul 7, 2020 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jul 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. |
| Jun 17, 2020 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jun 2, 2020 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jun 2, 2020 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Jun 2, 2020 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Jun 2, 2020 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Jun 2, 2020 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jun 2, 2020 | ZZZX | PREVIOUS ALLOWANCE COUNT WITHDRAWN | — |
| May 19, 2020 | PBCR | WITHDRAWN FROM PUB - OG REVIEW QUERY | — |
| May 4, 2020 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Apr 28, 2020 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 11, 2020 | AMPX | PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED | — |
| Feb 29, 2020 | ALIE | ASSIGNED TO LIE | — |
| Feb 25, 2020 | PARI | TEAS VOLUNTARY AMENDMENT RECEIVED | — |
| Feb 18, 2020 | MDSM | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Feb 15, 2020 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Feb 14, 2020 | NWAP | NEW APPLICATION ENTERED | — |