USPTO serial 88814297
THE FOUR SQUARE METHOD
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Sep 7, 2021
- Examiner
- HAN, DAWN 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.
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Owner
Providence, RI, US
Providence, RI, US
Providence, RI, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Richard Sampson
Richard Sampson DAVIS, MALM & D'AGOSTINE, P.C.255 State Street, 11th FloorBOSTON, MA 02109United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Personalized financial portfolio management, marketed and sold to high net worth individuals and institutions; personalized funds investment and fund investment consultation services, marketed and sold to high net worth individuals and institutions; personalized capital investment counseling services, marketed and sold to high net worth individuals and institutions; personalized management of portfolios comprising securities, marketed and sold to high net worth individuals and institutions; personalized investment management services with respect to mutual funds, pension accounts, institutional accounts, and separate accounts, marketed and sold to high net worth individuals and institutions; personalized financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others, marketed and sold to high net worth individuals and institutions; all the foregoing excluding financing of loans | ACTIVE | May 27, 2021 |
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 8, 2026 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| 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. |
| Aug 5, 2021 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Aug 4, 2021 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Jul 15, 2021 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jul 15, 2021 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jul 13, 2021 | ALIE | ASSIGNED TO LIE | — |
| Jun 1, 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. |
| Apr 20, 2021 | 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. |
| Apr 20, 2021 | 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. |
| Apr 20, 2021 | CNRT | SU - 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. |
| Apr 16, 2021 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Apr 16, 2021 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Mar 31, 2021 | IUAF | USE AMENDMENT FILED | — |
| Mar 31, 2021 | 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. |
| Mar 2, 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. |
| Jan 5, 2021 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jan 5, 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. |
| Dec 16, 2020 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Nov 27, 2020 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Oct 19, 2020 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Oct 19, 2020 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Oct 19, 2020 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Oct 19, 2020 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Sep 24, 2020 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 23, 2020 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 23, 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. |
| May 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. |
| May 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. |
| May 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. |
| May 19, 2020 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 6, 2020 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Mar 5, 2020 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 5, 2020 | NWAP | NEW APPLICATION ENTERED | — |