USPTO serial 97224547
WE GO ABOVE. SO YOU CAN GO BEYOND.
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Nov 21, 2023
- Examiner
- SWAIN, MICHELE 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
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Penina Michlin Chiu
Penina Michlin Chiu FREDERIC DORWART, LAWYERS PLLC124 EAST FOURTH STREETOLD CITY HALLTULSA, OK 74103Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | full line of financial services, namely, banking and related financial services, namely, checking, savings, money market, individual retirement, certificate of deposit account and automated teller machine services; safe deposit box services; financial services, namely, providing financial analysis, consultation, planning and management; commercial and consumer lending services; mortgage acquisition and lending, mortgage planning, mortgage banking, mortgage servicing and loan financing; asset based lending; credit card services, namely, issuance of credit cards; debit card services, namely, issuance of debit cards; electronic payment, namely, electronic processing and subsequent transmission of bill payment data; cash management; providing banking services and banking information via a global computer network; Providing banking services and banking information via a telephone and mobile device; online banking services; providing financial information, news and commentary in the field of personal and commercial banking, investment and wealth management, insurance, and other financial topics via a website; private banking, financial trust administration, financial asset management, investment management, financial planning, estate planning, financial planning for retirement, financial advice; Insurance information, consultancy and brokerage services; automated securities brokerage; financial portfolio management; fiduciary services, namely, fiduciary representative services; specialty financial asset management; insurance brokerage; Financial research; Financial services, namely, wealth management services; Investment advisory; Investment consultation; investment banking services; investment brokerage; Financial administration of retirement plans; Financial retirement plan consulting services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; International banking services, namely, issuing and receiving commercial and standby letters of credit, providing financial guarantees, and initiating financial collections and accepting remittances for international transactions; financial risk management; Online financial calculator for tracking progress in meeting retirement goals for participants in a retirement program; Foreign exchange transactions; check cashing, money order, money transfer and bill payment services; prepaid debit card services; retirement planning and asset allocation services; Financial services, namely, electronic remote cash deposit services; Financial services in the nature of treasury management; banking services in the nature of treasury management services; Retirement and institutional trust services, namely, investment and trust company services; monetary exchange and money order services; providing financial information in the nature of financial remittances; electronic payment, namely, electronic processing and transmission of bill payment data to healthcare providers and insurers; Securities portfolio management; Fixed income investment portfolio management; Mutual fund administration; Investment management brokerage; Investment services, namely, asset acquisition, consultation, development and management services; Equity capital investment; Financial analysis and research services; Securities trading and investing services for others; student loan services; cash management services, namely, automatically transferring cash from a central account to an interest bearing account; management of real estate; financial management of oil and gas properties; financial trust administration services; electronic funds transfer services; financial advisory services, municipal bond brokerage services and municipal bond underwriting services; providing personal loans and lines of credit; financing automobile loans; payroll tax debiting services; merchant services, namely, payment transaction processing services; maintaining escrow accounts for investments; escrow account services; Financial consulting services in the field of planned giving for non-profit and charitable organizations; correspondent banking services; Processing, administering and managing employee benefit plans concerning insurance and finance; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Corporate finance services, namely, consultation in the field of capital structure; trustee services; automated clearing house transaction processing services; lease financing services | ACTIVE | Mar 8, 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 |
|---|---|---|---|
| Nov 21, 2023 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Nov 21, 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. |
| Oct 19, 2023 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Oct 18, 2023 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Sep 13, 2023 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Sep 8, 2023 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Aug 30, 2023 | IUAF | USE AMENDMENT FILED | — |
| Aug 30, 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. |
| Mar 14, 2023 | 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. |
| Jan 17, 2023 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jan 17, 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. |
| Dec 28, 2022 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Dec 15, 2022 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Dec 2, 2022 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Dec 1, 2022 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Dec 1, 2022 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Nov 22, 2022 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Nov 22, 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. |
| Nov 22, 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. |
| Nov 10, 2022 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Nov 10, 2022 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Nov 10, 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. |
| Oct 27, 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. |
| Oct 27, 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. |
| Oct 27, 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. |
| Oct 26, 2022 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 24, 2022 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jan 21, 2022 | NWAP | NEW APPLICATION ENTERED | — |