USPTO serial 90490404
FOREST
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Oct 3, 2023
- Examiner
- AGREDA, SAMANTHA LEIGH
- 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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Owner
Mountain View, CA
Mountain View, CA
Mountain View, CA
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
David Devernoe
David Devernoe RIMON, PC440 STEVENS AVENUE, SUITE 200SOLANA BEACH, CA 92075United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Software as a service (SaaS) services featuring financial software for the provision of temporary use of online non-downloadable software for use in uploading, importing, storing, accessing, and using financial related documents and electronic files for financial transaction data, account management, financial reporting, accounting features and related reference information; providing temporary use of online non-downloadable financial software for use in electronically searching, reading, and pulling financial and tax information and data from electronic documents and automatically analyzing such information and data into portfolio financial and tax information; hosting and providing a website that features technology that enables users to upload, import, store, access, and use finance related documents and electronic files for financial transaction data, account management, financial reporting, accounting features and related reference information; providing a website that features technology that enables users to electronically search, read, and pull financial and tax information and data from electronic documents and automatically enter such information and data into tax forms; software as a service (SaaS) services featuring financial and tax software for providing real-time access to an individual or family's wealth assets; software as a service (SaaS) services featuring financial and tax software for use by individuals or companies for purposes of accounting, preparing tax returns and tax planning; providing on-line non-downloadable computer financial software for performing investment analytics; providing on-line non-downloadable computer financial software for integrated accounting; providing on-line non-downloadable computer financial software providing back office solutions to collect and manage data for supporting business administration; providing on-line non-downloadable financial computer software for collecting and analyzing data to perform a market analysis watch; providing on-line non-downloadable computer financial software for consolidating individual or family wealth data; none of the foregoing being related to or connected with software, software as a service, or business consulting in the fields of innovation, idea management, business model development, strategic prioritization or enterprise communication | ACTIVE | Jan 29, 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 |
|---|---|---|---|
| Oct 25, 2024 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Oct 25, 2024 | 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. |
| Oct 25, 2024 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Oct 16, 2023 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Oct 3, 2023 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Oct 3, 2023 | 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 1, 2023 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Aug 31, 2023 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Aug 31, 2023 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Aug 31, 2023 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Aug 31, 2023 | ALIE | ASSIGNED TO LIE | — |
| Apr 19, 2023 | 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 21, 2023 | 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 21, 2023 | 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 21, 2023 | 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. |
| Feb 14, 2023 | DOCK | ASSIGNED TO EXAMINER | — |
| Feb 10, 2023 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Jan 26, 2023 | IUAF | USE AMENDMENT FILED | — |
| Jan 26, 2023 | 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 4, 2022 | 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. |
| Aug 9, 2022 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Aug 9, 2022 | 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 20, 2022 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jul 5, 2022 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jun 30, 2022 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jun 29, 2022 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 29, 2022 | ERSI | TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED | — |
| Apr 20, 2022 | GNS3 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | — |
| Apr 20, 2022 | GNSL | LETTER OF SUSPENSION E-MAILED | — |
| Apr 20, 2022 | CNSL | SUSPENSION LETTER WRITTEN | — |
| Nov 5, 2021 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Nov 5, 2021 | GNFR | FINAL REFUSAL E-MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Nov 5, 2021 | CNFR | FINAL REFUSAL WRITTEN | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Oct 14, 2021 | DPCC | DIVISIONAL PROCESSING COMPLETE | — |
| Oct 12, 2021 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Sep 21, 2021 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 20, 2021 | DRRR | DIVISIONAL REQUEST RECEIVED | — |
| Sep 20, 2021 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 20, 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. |
| Sep 20, 2021 | ERTD | TEAS REQUEST TO DIVIDE RECEIVED | — |
| Aug 11, 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. |
| Aug 11, 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. |
| Aug 11, 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. |
| Aug 11, 2021 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 28, 2021 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jan 29, 2021 | NWAP | NEW APPLICATION ENTERED | — |