USPTO serial 90893912
YOUR WEALTH. OPTIMIZED
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Oct 3, 2023
- Examiner
- CHOI, REBECCA EJ
- 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
Monitor this mark, or talk with CopyMark about this registration.
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Jennifer E. Schlatter
Jennifer E. Schlatter Michael Best & Friedrich LLP675 15th StreetSuite 2000Denver, CO 80202Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial planning advisory services; wealth management advisory services; investment management advisory services, provision of information in the field of financial planning; provision of information in the field of wealth management; provision of information in the field of investment management | ACTIVE | Jan 1, 2022 |
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 23, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Oct 23, 2025 | 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 23, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| 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. |
| Aug 31, 2023 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Aug 30, 2023 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Aug 2, 2023 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Jul 26, 2023 | IUAF | USE AMENDMENT FILED | — |
| Jul 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. |
| May 26, 2023 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| May 25, 2023 | EX1G | SOU EXTENSION 1 GRANTED | — |
| May 23, 2023 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Apr 4, 2023 | NREV | NOTICE OF REVIVAL - E-MAILED | — |
| Apr 3, 2023 | TPEX | SOU EXTENSION RECEIVED WITH TEAS PETITION | — |
| Apr 3, 2023 | PETG | PETITION TO REVIVE-GRANTED | — |
| Apr 3, 2023 | PROA | TEAS PETITION TO REVIVE RECEIVED | — |
| Apr 3, 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. |
| Apr 3, 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. |
| Feb 28, 2023 | EXT1 | SOU EXTENSION 1 FILED | — |
| Aug 30, 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. |
| Jul 5, 2022 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jul 5, 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. |
| Jun 15, 2022 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| May 31, 2022 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| May 27, 2022 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| May 27, 2022 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| May 27, 2022 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| May 27, 2022 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| May 23, 2022 | DOCK | ASSIGNED TO EXAMINER | — |
| Oct 8, 2021 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Aug 24, 2021 | NWAP | NEW APPLICATION ENTERED | — |