USPTO serial 90645671
Reviewed by CopyMark Law Group
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.
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Daniel Hwang
Daniel Hwang Spencer Fane LLP1233 20th St. NWSuite 600Washington, DC 20036| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Providing securities and financial account information on a limited and secure basis to authorized securities brokers and account representatives, account holders, and other authorized persons for business purposes | ACTIVE | Sep 30, 2024 |
| 036 | Providing financial information on securities and financial accounts on a limited and secure basis to authorized securities brokers and account representatives, account holders, and other authorized persons | ACTIVE | Sep 30, 2024 |
| 042 | Providing temporary use of non-downloadable computer software for use by authorized securities brokers, account representatives, advisors, and investors for client communications, customer relationship management, workflow processing, financial planning/goals, proposals, document management, securities trading, insurance management, banking and loan management, financial model rebalancing, and case management; Providing temporary use of non-downloadable computer software for use by authorized securities brokers, account representatives, advisors, and investors that drives enterprise and advisor productivity for unifying all the systems needed to run a business and support investors; Providing temporary use of non-downloadable computer software by authorized securities brokers and account representatives for viewing financial account data and relevant non-financial information about their clients, for facilitating analyses of their clients' holdings and financial positions, and for conducting all client-based workflow from one central location; Providing temporary use of non-downloadable computer software for use by authorized securities brokers, account representatives, advisors, and investors for automated decision management, and providing temporary use of non-downloadable, adaptive and predictive computer software for providing alerts, identified opportunities, notifications, workflows, education, case management, and information to users, as well as suggesting or automatically taking the next best action based on the particular circumstances; Providing temporary use of a web-based application designed for financial professionals and their investors that uses aggregated advisor and investor data to automatically apply workflow on the user's behalf and to create alerts to the same; Providing just-in-time data, namely, real-time data through technology connected to internet-based computing devices that presents/communicates alerts, opportunities, notifications, workflow, and educational content to users, as well as taking technology/algorithmic actions on a user's behalf based on both human programming and machine learning from both a single user and across multiple users and firms' system use patterns leveraging data across multiple software components | ACTIVE | Sep 30, 2024 |
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
| 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 | — |
| Sep 23, 2025 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Sep 23, 2025 | 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 3, 2025 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Aug 29, 2025 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Jul 31, 2025 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Jul 30, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jul 30, 2025 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jul 30, 2025 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jul 12, 2025 | IUAF | USE AMENDMENT FILED | — |
| Jul 12, 2025 | 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. |
| Feb 10, 2025 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Feb 10, 2025 | EX5G | SOU EXTENSION 5 GRANTED | — |
| Jan 8, 2025 | EXT5 | SOU EXTENSION 5 FILED | — |
| Jan 8, 2025 | 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. |
| Jul 10, 2024 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jul 10, 2024 | EX4G | SOU EXTENSION 4 GRANTED | — |
| Jul 10, 2024 | EXT4 | SOU EXTENSION 4 FILED | — |
| Jul 10, 2024 | 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. |
| Jan 9, 2024 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jan 5, 2024 | EX3G | SOU EXTENSION 3 GRANTED | — |
| Jan 5, 2024 | EXT3 | SOU EXTENSION 3 FILED | — |
| Jan 5, 2024 | 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. |
| Jul 11, 2023 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jul 8, 2023 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Jul 8, 2023 | EXT2 | SOU EXTENSION 2 FILED | — |
| Jul 8, 2023 | 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. |
| Apr 28, 2023 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Apr 27, 2023 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Apr 26, 2023 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Mar 8, 2023 | NREV | NOTICE OF REVIVAL - E-MAILED | — |
| Mar 8, 2023 | TPEX | SOU EXTENSION RECEIVED WITH TEAS PETITION | — |
| Mar 8, 2023 | PETG | PETITION TO REVIVE-GRANTED | — |
| Mar 8, 2023 | PROA | TEAS PETITION TO REVIVE RECEIVED | — |
| Feb 13, 2023 | MAB6 | ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED | The intent-to-use application was abandoned because no acceptable Statement of Use (or valid extension) was filed before the Notice of Allowance deadline expired. The application is dead unless revived within a limited window. |
| Feb 13, 2023 | ABN6 | ABANDONMENT - NO USE STATEMENT FILED | The intent-to-use application was abandoned because no acceptable Statement of Use (or valid extension) was filed before the Notice of Allowance deadline expired. The application is dead unless revived within a limited window. |
| Jan 12, 2023 | EXT1 | SOU EXTENSION 1 FILED | — |
| Jul 12, 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. |
| May 17, 2022 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| May 17, 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. |
| Apr 27, 2022 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Apr 14, 2022 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 28, 2022 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Mar 27, 2022 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 27, 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. |
| Nov 17, 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. |
| Nov 17, 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. |
| Nov 17, 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. |
| Nov 16, 2021 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 23, 2021 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |