USPTO serial 88978483
ISHARES
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Oct 13, 2020
- Examiner
- ANKRAH, NAAKWAMA S
- 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
San Francisco, CA, US
San Francisco, CA, US
San Francisco, CA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Carrie Webb Olson
Carrie Webb Olson Day Pitney LLPOne Federal Street, 29th FloorBoston, MA 02110United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Providing economic information and analysis for business purposes, relating to economic market data; providing and updating a financial index; providing financial indices based on selected groups of securities; providing and updating a financial index of securities values and classification, analysis, and reporting thereof; providing business development information and advice to financial professionals; business advice and information; market analysis; compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; analyzing and compiling data for measuring the performance of financial markets | ACTIVE | May 4, 2019 |
| 036 | Investment management services; Funds investment; Financial services, namely, financial asset evaluation; Financial services, namely, providing financial and investment information, financial and investment management, financial and investment advice, and financial and investment analysis; Funds evaluation and performance monitoring in the nature of monitoring financial markets for investment purposes; Financial risk management; Financial investment services, namely, evaluation, analysis, and comparison of investment funds for others; Providing financial information in the field of investment opportunities; Providing an interactive website featuring advice and information in the fields of investment advisory, investment management and financial risk management; Financial and investment information provided by electronic means; Mutual fund investment and financial management, investment, analysis and consultation in the field of securities, real estate, funds and mutual funds; Financial advisory services, namely, the structuring, distribution, management and administration of investments, namely, target date funds, exchange traded funds, mutual funds, commodity funds, pooled funds, hedge funds, closed-end funds, principal protected notes, wrap account products, segregated funds, securities and securities-based investment products; financial products services, namely, brokerage, advisory, distribution, administration, management and trustee services for mutual funds, commodity funds, pooled funds, hedge funds, exchange traded funds, closed-end funds, principal protected notes, wrap account products, segregated funds, securities and securities-based investment products; Financial custody services, namely, maintaining possession of financial assets in the nature of mutual funds, commodity funds, pooled funds, hedge funds, exchange traded funds, closed-end funds, principal protected notes, wrap account products, segregated funds, securities and securities-based investment products for others for financial management purposes | ACTIVE | May 4, 2019 |
| 042 | Providing temporary use of on-line non-downloadable computer software, web applications, and on-line non-downloadable computer software platforms for use in the field of financial services, namely, for risk management, providing financial information, financial management, securities trading, investment management services, and retirement planning | ACTIVE | May 4, 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.
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 9, 2026 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Oct 9, 2026 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Oct 9, 2026 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jul 29, 2026 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Oct 13, 2025 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Jun 5, 2021 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jun 5, 2021 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 5, 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. |
| Jun 5, 2021 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jun 5, 2021 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jun 5, 2021 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jun 5, 2021 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 5, 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. |
| Jun 5, 2021 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jun 5, 2021 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Oct 13, 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 11, 2020 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Sep 10, 2020 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Aug 13, 2020 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Aug 13, 2020 | DPCC | DIVISIONAL PROCESSING COMPLETE | — |
| Aug 3, 2020 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Jun 26, 2020 | IUAF | USE AMENDMENT FILED | — |
| Jun 26, 2020 | DRRR | DIVISIONAL REQUEST RECEIVED | — |
| Jun 26, 2020 | ERTD | TEAS REQUEST TO DIVIDE RECEIVED | — |
| Jun 26, 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. |
| Mar 10, 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. |
| Jan 14, 2020 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jan 14, 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. |
| Dec 25, 2019 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Dec 10, 2019 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Dec 10, 2019 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Dec 10, 2019 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Dec 10, 2019 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Dec 10, 2019 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Aug 29, 2019 | 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. |
| Aug 29, 2019 | 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. |
| Aug 29, 2019 | 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. |
| Jul 25, 2019 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jul 25, 2019 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jul 25, 2019 | 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 23, 2019 | 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 23, 2019 | 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 23, 2019 | 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 21, 2019 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 29, 2019 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 15, 2019 | NWAP | NEW APPLICATION ENTERED | — |