USPTO serial 97063617
INVESTCARD
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jan 23, 2024
- Examiner
- FOSTER, SHATONI ALEXANDRIA
- 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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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.
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
SAN FRANCISCO, CA
SAN FRANCISCO, CA
San Francisco, CA
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Danielle Byford
Danielle Byford THE BYFORD LAW FIRM, PLLC16165 North 83rd Avenue Suite 200Peoria, AZ 85282UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Credit card payment processing services; Credit card transaction processing services; Credit and loan services; Credit consultation; Financial advice; Financial analyses; Financial analysis and consultation; Financial consultancy; Financial consultation; Financial consulting; Financial information; Financial information and advisory services; Financial management; Financial planning; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial risk management; Investment advice; Investment advisory services; Investment brokerage; Investment consultancy; Investment consultation; Investment management; Investment of funds; Investment risk assessment services; Capital investment consulting; Cash replacement rendered by credit card; Credit and financial consultation; Electronic credit card transaction processing; Financial investment brokerage; Financial investment brokerage services; Financial administration of credit cards; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Fund investment consultation; Funds investment; Issuance of credit cards; Issuing credit cards; Issuing of credit cards; Issuing prepaid credit cards; Monitoring financial markets for investment purposes; Processing of credit card payments; Providing financial information; Providing financial information via a website; Providing a web site featuring personal financial information and financial advice; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Provision of financial information | ACTIVE | Mar 1, 2023 |
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 |
|---|---|---|---|
| Jan 23, 2024 | NRCS | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Jan 23, 2024 | R.SR | REGISTERED-SUPPLEMENTAL REGISTER | Your mark is registered on the Supplemental Register, which is available for marks that are not yet distinctive enough for the Principal Register but can still identify a source. Protection is more limited than Principal Register registration but can later support a Principal Register application. |
| Oct 4, 2023 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jul 7, 2023 | AAUA | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED | — |
| Jul 6, 2023 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Jul 6, 2023 | IUAA | USE AMENDMENT ACCEPTED | — |
| Jun 29, 2023 | AUPC | AMENDMENT TO USE PROCESSING COMPLETE | — |
| Jun 29, 2023 | IUAF | USE AMENDMENT FILED | — |
| Jun 29, 2023 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jun 29, 2023 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 29, 2023 | ALIE | ASSIGNED TO LIE | — |
| Jun 28, 2023 | EAAU | TEAS AMENDMENT OF USE RECEIVED | — |
| Jun 26, 2023 | NREV | NOTICE OF REVIVAL - E-MAILED | — |
| Jun 26, 2023 | PGRR | PETITION GRANTED - RESPONSE RECEIVED | — |
| Jun 21, 2023 | APET | ASSIGNED TO PETITION STAFF | — |
| May 18, 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. |
| May 18, 2023 | PROA | TEAS PETITION TO REVIVE RECEIVED | — |
| Apr 11, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Apr 11, 2023 | 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. |
| Apr 11, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Apr 11, 2023 | MAB2 | ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND | The trademark application was abandoned because a required response or document was not filed by the deadline — usually a missed Office Action response. The application is dead unless a petition to revive is granted within a limited time. |
| Apr 11, 2023 | MAB2 | ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND | The trademark application was abandoned because a required response or document was not filed by the deadline — usually a missed Office Action response. The application is dead unless a petition to revive is granted within a limited time. |
| Apr 11, 2023 | ABN2 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE | The trademark application was abandoned because a required response or document was not filed by the deadline — usually a missed Office Action response. The application is dead unless a petition to revive is granted within a limited time. |
| Sep 27, 2022 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Sep 27, 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. |
| Sep 27, 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. |
| Sep 9, 2022 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 9, 2022 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 9, 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. |
| Mar 9, 2022 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Mar 9, 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. |
| Mar 9, 2022 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Mar 9, 2022 | 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 9, 2022 | 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 9, 2022 | 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 2, 2022 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 1, 2021 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Oct 11, 2021 | NWAP | NEW APPLICATION ENTERED | — |