USPTO serial 90638474
THE ENERGY CFO
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jan 17, 2023
- Examiner
- I, DAVID C
- 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
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Usha Menon
Usha Menon D'AMBROSIO & MENON, PLLC3 SUGAR CREEK CENTER BLVD., SUITE 100SUGAR LAND, TX 77478UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Outsourced Chief Financial Officer Services, namely, advisory and consulting related to outsourced, virtual, part-time, fractional, on-demand, contract, temporary, and interim Chief Financial Officer, Controller services namely, preparing financial reports, public relations in the field of investor relations, business advice and information relating to loans, finance, credit, and sources and uses of cash flow from the business, corporate planning, namely business planning, accounting, cost accounting, financial accounting, business administration, and human resources, namely consulting services in the fields of business management, human resources, and business organizational design; Startup Chief Financial Officer Services, namely, advisory and consulting related to business planning, commercialization of new products and services, economic forecasting, business planning, business information services, namely, preparation of executive summaries, public relations concerning investors, namely, preparation of investor pitch decks, business intermediary services relating to the matching of potential private investors with entrepreneurs needing funding, new product and service pricing, namely new product commercialization services, estimating breakeven costs, namely, cost analyses, product and service cost structure, namely, cost accounting, new product or service commercialization services, negotiations of business contracts for others; Outsourced Financial Planning and Analysis (FPandA) services, namely, advisory and consulting related to preparing financial reports, management reporting, namely, preparing business reports, preparing financial reports, regional performance reporting, namely, preparing business reports, providing business intelligence services, business data analysis, business performance reporting, namely, preparing business reports, business information services, namely, identifying key performance indicators (KPI) and setting targets, advisory services relating to business management and business operations, sales forecasting, namely, financial forecasting, marketing analysis services, analysis of business data, business data analysis, preparing financial reports for others; Business Consulting services, namely, advisory and consulting related to advising how to build out and improve client accounting services, namely, accounting advisory services, developing processes and staff role responsibilities, namely, personnel management consultancy, business consulting in the field of business processes improvement, supply chain management services, inventory management, business project management; Cash Flow Forecasting Services, namely, advisory and consulting related to economic forecasting services, accounts receivable management, namely, business management advice and consulting regarding customer invoicing, billing, accounts payable management, namely, business management advice and consulting regarding cost price analysis, economic forecasting and analysis, inventory management; Business Profitability Consulting Services, namely, business advisory and consulting related to operating margin and profitability improvement, revenue enhancement, identifying new sources of revenue, cost price analyses, cost accounting, pricing strategies for products and services, namely, cost price analysis, customer profitability analysis, customer profitability analysis, analyzing and compiling business product sales, quantity, cost data by products to determine gross margins and which products to keep or discontinue, cost accounting, project cost accounting, namely, cost management for construction projects, specialized equipment or devices, manufacturing, and intellectual property development projects, breakeven cost analysis, accounts receivable management, namely, business management advice and consulting regarding customer invoicing, billing, accounts payable management, namely, business management advice and consulting regarding how to forecast payables and make decisions what vendor and/or services to pay, when and how much to pay, and how to pay them using working capital; Strategic Advisory Services, namely, advisory and consulting related to providing business management information in connection with consulting and advisory services in the field of business strategic planning services, business risk management services, business planning, and business succession planning; Transaction Advisory services, namely, business acquisition and merger consultation, accounting services for mergers and acquisition; Board Advisory Services, namely, business management consultancy and advisory services, Consultancy and advisory services in the field of business strategy; and Executive Search and Staffing Services, namely, developing role descriptions, assisting with screening, and temporary staffing and/or permanent placement of finance and accounting executives, managers, and staff | ACTIVE | Mar 18, 2021 |
| 036 | Outsourced Chief Financial Officer Services, namely, advisory and consulting related to financial planning and analysis, investor relations, namely, providing investors with financial information, corporate finance services, namely, consultation in the field of capital structure and the field of asset sales; Startup Chief Financial Officer Services, namely, advisory and consulting related to financial services, namely, raising debt and equity capital for others, financial forecasting, financial modeling in the nature of financial analysis, financial analysis, namely, calculating burn rates, analysis and advisory of financial services, namely, business fundraising for other, financial forecasting; Outsourced Financial Planning and Analysis (FPandA) services, namely, advisory and consulting related to financial planning and analysis, Financial advice, namely, budget planning, financial forecasting, financial analysis and research services, financial data analysis, financial analysis, financial data analysis; Advisory and consulting related to asset management services, namely, Corporate finance services, namely, consultation in the field of asset sales and consultation in the field of capital structure; Cash Flow Forecasting Services, namely, advisory and consulting related to financial forecasting, cash management, financial services, namely, raising debt and equity capital for others; Business advisory and consulting related to financial management; Transaction Advisory services, namely, financial consulting and advising in the field of mergers and acquisitions, financial due diligence; Board Advisory Services, namely, financial consulting | ACTIVE | Mar 18, 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.
- Other trademarks owned by The Energy CFO, LLC.
- Other trademarks owned by The Energy CFO, LLC.
- Other trademarks owned by The Energy CFO, LLC.
- Other trademarks in Class 035
- Other trademarks in Class 036
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jan 17, 2023 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Jan 17, 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. |
| Nov 1, 2022 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Nov 1, 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. |
| Oct 12, 2022 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Sep 28, 2022 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Aug 17, 2022 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Aug 16, 2022 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Aug 16, 2022 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| May 9, 2022 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| May 9, 2022 | 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. |
| May 9, 2022 | 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. |
| Apr 7, 2022 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Apr 6, 2022 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Apr 6, 2022 | 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. |
| Oct 7, 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. |
| Oct 7, 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. |
| Oct 7, 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. |
| Sep 21, 2021 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 21, 2021 | MDSM | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Jul 20, 2021 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Apr 15, 2021 | NWAP | NEW APPLICATION ENTERED | — |