USPTO serial 97426898
FIDUCIARY DUTY PRINCIPLES
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- May 9, 2023
- Examiner
- PORTARO, ALEXANDRA J
- 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
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial advice and consultancy services; Financial advisory and consultancy services; Financial analyses; Financial analysis; Financial analysis and consultation; Financial evaluation for insurance purposes; Financial information and advisory services; Financial information and evaluations; Financial investment analysis and stock research; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning, namely, creating personalized financial strategies for families or family offices, estate and financial advice relating to tax planning services for families or family offices; Financial portfolio analysis services; Financial services, namely, wealth management services; Investment advisory services; Investment management; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing investors with financial information; Strategic financial advisory services; Financial retirement plan consulting services; Financial planning for retirement | ACTIVE | May 18, 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 |
|---|---|---|---|
| May 9, 2023 | 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. |
| May 9, 2023 | NRCS | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Apr 6, 2023 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Apr 3, 2023 | ALIE | ASSIGNED TO LIE | — |
| Mar 16, 2023 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Mar 16, 2023 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Mar 16, 2023 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Mar 16, 2023 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Mar 16, 2023 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Mar 8, 2023 | DOCK | ASSIGNED TO EXAMINER | — |
| May 31, 2022 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| May 27, 2022 | NWAP | NEW APPLICATION ENTERED | — |