USPTO serial 97113017
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.
Howard W. Kline
HOWARD W. KLINE NATH, GOLDBERG & MEYER112 S. WEST STREETALEXANDRIA, VA 22314UNITED STATES| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Business assistance relating to the formation of commercial undertakings; provision of initial company secretarial services on company formation; maintenance of asset registers, namely, inventory management and control for business purposes for others; professional business consultation relating to the setting up of businesses; online business networking services; business administration; information and consultancy services relating to the aforesaid | ACTIVE | — |
| 036 | Financial services, namely, financial advisory and consultancy services, financial investment brokerage services, financial portfolio analysis services, wealth management services, financial planning and investment advisory services, asset management, investment management, administration of assets and investments, clearing and reconciling financial transactions via a global computer network, investment fund transfer and transaction services, capital structuring, creating and processing financial documents in the nature of financial information processing, investment fund transfer and transaction services, none relating to the fields of real estate, provision of housing or accommodation, fund management, mortgages, insurance, banking, and construction; providing financial administration services for asset management, none relating to the fields of real estate, provision of housing or accommodation, fund management, mortgages, insurance, banking, and construction; financial services, namely, financial planning and management for stocks, bonds, securities and equities allowing third parties to set up investment vehicles; financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs allowing third parties to set up investment vehicles; financial services, namely, wealth management services allowing third parties to set up investment vehicles; online financial services, namely, financial planning and management for stocks, bonds, securities and equities allowing third parties to set up investment vehicles; maintenance of asset registers, namely, financial asset management for others; Digital asset administration, namely, administration of financial assets and investments; information and consultancy services relating to the aforesaid | ACTIVE | — |
| 042 | Software as a service services featuring software for use by financial advisors for financial risk, asset, wealth, and investment management and compliance, facilitating financial investment brokerage transactions, analyzing financial portfolios for use in advisory and consulting, managing wealth, financial planning, administration of assets and investments, conducting investment fund transactions and transfers, modelling financial projections for analysis, clearing and reconciling financial transactions, capital structuring, creating and processing financial documents, conducting investment fund transactions and transfers, none relating to the field of security software solutions; Software as a service services featuring software for accessing, reading, and tracking information in the field of financial transactions; Software as a service services, featuring software for financial risk, asset, wealth, and investment management and compliance, facilitating financial investment brokerage transactions, analyzing financial portfolios for use in advisory and consulting, managing wealth, financial planning, administration of assets and investments, conducting investment fund transactions and transfers, modelling financial projections for analysis, clearing and reconciling financial transactions, capital structuring, creating and processing financial documents, none relating to the fields of real estate, provision of housing or accommodation, fund management, mortgages, insurance, banking, and construction; Software as a service services featuring software for allowing third parties to set up investment vehicles; software as a service services featuring software for the formation of commercial undertakings; software as a service services featuring software for maintaining asset registers for others; Platform as a service featuring computer software platforms for use by financial advisors for financial risk, asset, wealth, and investment management and compliance, facilitating financial investment brokerage transactions, analyzing financial portfolios for use in advisory and consulting, managing wealth, financial planning, administration of assets and investments, conducting investment fund transactions and transfers, modelling financial projections for analysis, clearing and reconciling financial transactions, capital structuring, creating and processing financial documents, conducting investment fund transactions and transfers, none relating to the field of security software solutions; Platform as a service featuring computer software platforms relating to financial services for financial risk, asset, wealth, and investment management and compliance, facilitating financial investment brokerage transactions, analyzing financial portfolios for use in advisory and consulting, managing wealth, financial planning, administration of assets and investments, modelling financial projections for analysis, clearing and reconciling financial transactions, capital structuring, creating and processing financial documents, conducting investment fund transactions and transfers, none relating to the fields of real estate, provision of housing or accommodation, fund management, mortgages, insurance, banking, and construction; Platform as a service services featuring computer software platforms for allowing third parties to set up investment vehicles; Platform as a service services featuring computer software platforms for the formation of commercial undertakings; platform as a service services featuring software platforms for maintaining asset registers for others; information and consultancy services relating to the aforesaid | ACTIVE | — |
| 045 | Legal services relating to company formation and registration; online social networking services; information and consultancy services relating to the aforesaid | ACTIVE | — |
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 |
|---|---|---|---|
| May 9, 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. |
| May 9, 2023 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Feb 21, 2023 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Feb 21, 2023 | 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. |
| Feb 1, 2023 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jan 19, 2023 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jan 19, 2023 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Jan 19, 2023 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Jan 19, 2023 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Jan 19, 2023 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jan 17, 2023 | ZZZX | PREVIOUS ALLOWANCE COUNT WITHDRAWN | — |
| Dec 6, 2022 | PBCR | WITHDRAWN FROM PUB - OG REVIEW QUERY | — |
| Nov 21, 2022 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Nov 21, 2022 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Nov 21, 2022 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Nov 21, 2022 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Nov 21, 2022 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Aug 22, 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. |
| Aug 22, 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. |
| Aug 22, 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. |
| Aug 18, 2022 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 16, 2021 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Nov 11, 2021 | NWAP | NEW APPLICATION ENTERED | — |