USPTO serial 97268235
PERSONALIZED INVESTING AT SCALE
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jan 9, 2024
- Examiner
- CHUNG, DIANA ALANA
- 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
WAKEFIELD, MA, US
Wakefield, MA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Xheneta Ademi
Xheneta Ademi Quarles & Brady LLC2020 K Street, NW, Suite 400Washington, DC 20006-1806United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Software as a service (SAAS) services featuring software for managing investment accounts, namely, individualized, tax-managed portfolios for use by investment portfolio managers, broker-dealers, registered investment advisors, bank trusts and financial institutions | ACTIVE | Jun 22, 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 |
|---|---|---|---|
| Sep 14, 2026 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Sep 14, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Sep 14, 2026 | 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. |
| Sep 14, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Sep 14, 2026 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Sep 14, 2026 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jan 9, 2024 | NRCS | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Jan 9, 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. |
| Jul 18, 2023 | AAUA | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED | — |
| Jul 15, 2023 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Jul 15, 2023 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jul 15, 2023 | IUAA | USE AMENDMENT ACCEPTED | — |
| Jul 14, 2023 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jul 14, 2023 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Jul 13, 2023 | AUPC | AMENDMENT TO USE PROCESSING COMPLETE | — |
| Jul 13, 2023 | IUAF | USE AMENDMENT FILED | — |
| Jul 12, 2023 | EAAU | TEAS AMENDMENT OF USE RECEIVED | — |
| Jun 11, 2023 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Jun 11, 2023 | 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. |
| Jun 11, 2023 | 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. |
| May 4, 2023 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 3, 2023 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 3, 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. |
| Nov 14, 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. |
| Nov 14, 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. |
| Nov 14, 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. |
| Nov 2, 2022 | DOCK | ASSIGNED TO EXAMINER | — |
| Feb 22, 2022 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Feb 18, 2022 | NWAP | NEW APPLICATION ENTERED | — |