USPTO serial 88827758
FINALIS
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Nov 2, 2021
- Examiner
- SOLANO, CARLITA JAYE
- Law office
- TMO LAW OFFICE 135
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
New York, NY, US
Tiburon, CA, US
Tiburon, CA, US
TIBURON, CA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
David I. Greenbaum
David I. Greenbaum RIMON, PC420 WEST MAIN STREET, SUITE 101BBOISE, ID 83702UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial services, namely, raising debt and equity capital for others; private placements of hedge funds, private equity funds, venture capital funds, securities and derivatives for others; financial consulting and advising in the field of mergers, acquisitions and divestitures, deal structuring, financial valuations, investment banking and investment vehicle placement agent services | ACTIVE | Apr 21, 2020 |
| 042 | Website featuring online non-downloadable software platform, namely, for use in data management and archiving, performing due diligence, creating digital watermarking, providing a means of communication, performing business networking, investor and deal transaction data archiving, managing contact information and records relating to investors and clients, tracking and monitoring compliance and deal transactions for business purposes, and allowing registered users to upload, download, and preview files and deliver and view attestations | ACTIVE | Apr 21, 2020 |
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 FINALIS, INC.
- Other trademarks owned by DealSyte, Inc.
- Other trademarks owned by DealSyte, Inc.
- Other trademarks owned by FINALIS, INC.
- Other trademarks in Class 036
- Other trademarks in Class 042
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Nov 3, 2026 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Mar 23, 2022 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Mar 23, 2022 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Mar 23, 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. |
| Mar 23, 2022 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Mar 23, 2022 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Nov 2, 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. |
| Sep 28, 2021 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Sep 7, 2021 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Sep 7, 2021 | ALIE | ASSIGNED TO LIE | — |
| Sep 2, 2021 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Sep 2, 2021 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Sep 2, 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. |
| Sep 2, 2021 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Dec 30, 2020 | FIXD | ELECTRONIC RECORD REVIEW COMPLETE | — |
| Dec 25, 2020 | ERRR | ON HOLD - ELECTRONIC RECORD REVIEW REQUIRED | — |
| Dec 24, 2020 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Dec 23, 2020 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Nov 29, 2020 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Nov 28, 2020 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Nov 18, 2020 | IUAF | USE AMENDMENT FILED | — |
| Nov 18, 2020 | 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 6, 2020 | 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. |
| Sep 2, 2020 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Aug 11, 2020 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Aug 11, 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. |
| Jul 22, 2020 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jul 7, 2020 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jun 5, 2020 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Jun 5, 2020 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Jun 5, 2020 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Jun 5, 2020 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jun 2, 2020 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 16, 2020 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 13, 2020 | NWAP | NEW APPLICATION ENTERED | — |