USPTO serial 97503654
Reviewed by CopyMark Law Group
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.
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Lynn M. Jordan
Lynn M. Jordan Kelly IP, LLP1300 19th Street, NWSuite 420Washington, DC 20036| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable videos and audio files and multimedia files featuring information in the fields of investment, investment management, portfolio management, asset management, financial and monetary affairs, financial literacy and education, and financial aspects of retirement planning; Downloadable publications, namely, newsletters, magazines, white papers, reports, and brochures in the fields of investment, investment management, portfolio management, asset management, financial literacy and education, and financial and monetary affairs; Downloadable webinars in the field of finance, investment, and retirement; Downloadable podcasts in the field of finance, financial management, asset management, financial literacy and education, investments, and financial aspects of retirement planning | ACTIVE | Oct 22, 2020 |
| 016 | Publications and printed matter, namely, newsletters, magazines, educational materials, bulletins, pamphlets, booklets, posters, and leaflets, guides, and charts, in the field of financial investment, investment management, asset management, and financial aspects of retirement | ACTIVE | — |
| 036 | Financial services, namely, providing advice, information, and research in the fields of investment, investment management, portfolio management, asset management, investment brokerage services, advisory management, fund investment services, direct and indirect investment services, mutual fund brokerage and advisory services, pooled investment vehicles, hedge funds, mutual funds, financial aspects of retirement, pooled investment vehicle brokerage and advisory services, and consultation in the fields of financial and monetary affairs and the financial aspects of retirement; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles; Providing a website featuring information in the field of investment, investment management, portfolio management, asset management, financial and monetary affairs, pooled investment vehicles, hedge funds, mutual funds, and financial aspects of retirement; Advisory services related to mutual funds, hedge funds, exchange traded funds, pension funds, and other collective investment vehicles; Provision of information and data concerning stocks and bonds; Advisory services related to stocks, bonds, and other investment vehicles; Mutual fund investment services; Hedge fund investment services; Financial services, namely, operation and management of hedge funds; Financial services, namely, operation and management of alternative assets and investments; Investment management and advisory services; Investment of funds for others | ACTIVE | Oct 31, 2009 |
| 041 | Providing online, non-downloadable electronic publications, namely, magazines, newsletters, articles, white papers, reports, podcasts, and videos in the field of financial investment, investment management, asset management, portfolio management, investment brokerage services, advisory management, fund investment services, pooled investment vehicles, hedge funds, mutual funds, and financial aspects of retirement; Providing online non-downloadable videos and audio files and multimedia files featuring financial information calculators, namely, financial planning calculators and retirement calculators, all in the field of investment, investment management, asset management, financial budgeting, planning for retirement and financial and monetary affairs; Providing a website featuring non-downloadable electronic publications, namely, magazines, newsletters, articles, white papers, and reports, videos, and audio files and multimedia files in the field of financial investment, investment management, asset management, portfolio management, investment brokerage services, advisory management, fund investment services, pooled investment vehicles, hedge funds, mutual funds, and financial aspects of retirement; Providing non-downloadable webinars in the field of finance, financial investment, asset management, and financial aspects of retirement; Arranging and conducting educational and business conferences in the field of finance, financial investment, asset management, and financial aspects of retirement | ACTIVE | Sep 29, 2023 |
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
| Date | Code | Event | What it means |
|---|---|---|---|
| May 13, 2025 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| May 13, 2025 | 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. |
| Apr 20, 2025 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Apr 20, 2025 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Apr 4, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Apr 4, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Apr 4, 2025 | ALIE | ASSIGNED TO LIE | — |
| Mar 20, 2025 | 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. |
| Feb 19, 2025 | 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. |
| Feb 19, 2025 | 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. |
| Feb 19, 2025 | CNRT | SU - 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. |
| Jan 22, 2025 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Jan 22, 2025 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Nov 7, 2024 | IUAF | USE AMENDMENT FILED | — |
| Nov 7, 2024 | 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. |
| May 8, 2024 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| May 7, 2024 | EX1G | SOU EXTENSION 1 GRANTED | — |
| May 7, 2024 | EXT1 | SOU EXTENSION 1 FILED | — |
| May 7, 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 7, 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. |
| Sep 12, 2023 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Sep 12, 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. |
| Aug 23, 2023 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Aug 8, 2023 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Aug 8, 2023 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Aug 8, 2023 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Aug 8, 2023 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Aug 8, 2023 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jul 19, 2023 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jul 19, 2023 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jul 19, 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. |
| Jun 23, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 23, 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. |
| Jun 23, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jun 23, 2023 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jun 23, 2023 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| May 3, 2023 | 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. |
| May 3, 2023 | 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. |
| May 3, 2023 | 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. |
| Apr 28, 2023 | DOCK | ASSIGNED TO EXAMINER | — |
| Aug 4, 2022 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jul 18, 2022 | NWAP | NEW APPLICATION ENTERED | — |