USPTO serial 97446120
PHOENIX INVESTOR SERVICES
Reviewed by CopyMark Law Group
Status 606
- Filing date
- Status date
- Registration date
- —
- Examiner
- LEVINE, HOWARD B
- Law office
- INTENT TO USE SECTION
What this means
This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Joshua M. Gerben, Esq.
Joshua M. Gerben, Esq. Gerben Perrott PLLC1050 Connecticut Ave NW, Suite 500Washington, DC 20036United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Business management and consultation services, namely, operational business evaluations, business planning and implementing operational changes and the integration of add-on business acquisitions, profit survey and analysis, namely quality of earnings reviews, business strategic planning services, business plan validation services, business operational strategies, identification of potential business acquisition candidates, and business management consulting services to others | ACTIVE | — |
| 036 | Financial operational integration services, namely planning and implementing operational savings and investment changes and the integration of add-on investment acquisitions; Financial management and consultation services, namely, providing operational financial information and evaluations, quality of earnings financial reviews, financial due diligence services in the field of mergers and acquisitions, strategic financial planning services, and financial management consulting services to others | ACTIVE | — |
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.
- Other trademarks owned by J.S. HELD LLC
- Other trademarks owned by Phoenix Management Holdings, Inc.
- Other trademarks owned by Phoenix Management Holdings, Inc.
- Other trademarks in Class 035
- Other trademarks in Class 036
- Similar marks named PHOENIX INVESTOR SERVICES
- Prosecution event MAB6 explained
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 9, 2025 | MAB6 | ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED | The intent-to-use application was abandoned because no acceptable Statement of Use (or valid extension) was filed before the Notice of Allowance deadline expired. The application is dead unless revived within a limited window. |
| Oct 9, 2025 | ABN6 | ABANDONMENT - NO USE STATEMENT FILED | The intent-to-use application was abandoned because no acceptable Statement of Use (or valid extension) was filed before the Notice of Allowance deadline expired. The application is dead unless revived within a limited window. |
| Jul 2, 2024 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jul 2, 2024 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Jul 2, 2024 | EXT2 | SOU EXTENSION 2 FILED | — |
| Jul 2, 2024 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Feb 28, 2024 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Feb 27, 2024 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Feb 27, 2024 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Feb 21, 2024 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Feb 8, 2024 | EXT1 | SOU EXTENSION 1 FILED | — |
| Feb 8, 2024 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Nov 17, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Nov 17, 2023 | 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. |
| Nov 17, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Aug 29, 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. |
| Jul 4, 2023 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jul 4, 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. |
| Jun 14, 2023 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| May 30, 2023 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| May 25, 2023 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 24, 2023 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 24, 2023 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Dec 2, 2022 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Dec 2, 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. |
| Dec 2, 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 4, 2022 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Nov 3, 2022 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Nov 3, 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. |
| Sep 1, 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 1, 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 1, 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 31, 2022 | DOCK | ASSIGNED TO EXAMINER | — |
| Jun 15, 2022 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jun 10, 2022 | NWAP | NEW APPLICATION ENTERED | — |