USPTO serial 90240872
ADDEPARGO
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jun 28, 2022
- Examiner
- RYDLAND, STEPHANIE DIANA
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
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Current trademark owner
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File a new U.S. trademark application, or speak with our attorneys.
Owner
Mountain View, CA
New York, NY
Mountain View, CA
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Jessica C. Sganga
Jessica C. Sganga BAKER & HOSTETLER LLP1900 Avenue of the Stars, Suite 2700Los Angeles, CA 90067-4301United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Cloud computing featuring software for use in aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Platform as a service (PAAS) featuring computer software platforms for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Providing temporary use of a non-downloadable web application for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Providing temporary use of a web-based software application for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Providing temporary use of on-line non-downloadable software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Providing a website featuring resources, namely, non-downloadable software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM) ; Software as a service (SAAS) services featuring software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM) | ACTIVE | — |
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 |
|---|---|---|---|
| Feb 17, 2026 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Feb 17, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Feb 17, 2026 | 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. |
| Feb 17, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Feb 17, 2026 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Feb 17, 2026 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Dec 8, 2022 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Dec 8, 2022 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Dec 8, 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. |
| Dec 8, 2022 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Dec 8, 2022 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jun 28, 2022 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Jun 28, 2022 | 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. |
| May 26, 2022 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| May 25, 2022 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| May 25, 2022 | DOCK | ASSIGNED TO EXAMINER | — |
| May 3, 2022 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| May 3, 2022 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Apr 19, 2022 | IUAF | USE AMENDMENT FILED | — |
| Apr 19, 2022 | 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 12, 2022 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Mar 10, 2022 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Mar 10, 2022 | EXT1 | SOU EXTENSION 1 FILED | — |
| Mar 10, 2022 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Sep 14, 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. |
| Jul 20, 2021 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jul 20, 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 30, 2021 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jun 16, 2021 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jun 15, 2021 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jun 15, 2021 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 10, 2021 | ALIE | ASSIGNED TO LIE | — |
| Mar 19, 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. |
| Mar 10, 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. |
| Mar 10, 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. |
| Mar 10, 2021 | 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. |
| Mar 5, 2021 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 21, 2020 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Oct 10, 2020 | NWAP | NEW APPLICATION ENTERED | — |