USPTO serial 97174032
STRATEGY ASSESSMENT
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Aug 15, 2023
- Examiner
- HILLIARD, JESSICA LYNN
- 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
Arden Hills, MN
Arden Hills, MN
Arden Hills, MN
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Z. Peter Sawicki
Z. Peter Sawicki WESTMAN, CHAMPLIN & KOEHLER, P.A.121 SOUTH EIGHTH STREET, SUITE 1100MINNEAPOLIS, MN 55402UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Software as a service (SAAS) services, namely, hosting software for use by financial services professionals that collects and sorts personal financial data specific to a particular client or individual and allows for the formulation of financial planning options based on specific answers to questions and data provided by clients | ACTIVE | Jan 6, 2015 |
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 |
|---|---|---|---|
| Aug 15, 2023 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Aug 15, 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 30, 2023 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| May 30, 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. |
| May 10, 2023 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Apr 24, 2023 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 27, 2023 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Mar 27, 2023 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 27, 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. |
| Sep 28, 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. |
| Sep 28, 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. |
| Sep 28, 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. |
| Sep 21, 2022 | DOCK | ASSIGNED TO EXAMINER | — |
| Dec 20, 2021 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 18, 2021 | NWAP | NEW APPLICATION ENTERED | — |