USPTO serial 97600690
Reviewed by CopyMark Law Group
The USPTO has issued a Notice of Allowance. To complete registration you generally need to file a Statement of Use or an extension request before the deadline.
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.
Plus Government fees of $150
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Allison R. Imber, Esq.
Allison R. Imber, Esq. ALLEN, DYER, DOPPELT & GILCHRIST, P.A.255 S. ORANGE AVENUE, SUITE 1401ORLANDO, FL 32801United States| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Providing on-line non-downloadable business succession computer software for use in organizing, systematizing, and tracking the training, development, and readiness for advancement of professionals in the fields of personal financial planning, business structuring, business performance, strategic planning, leadership and management continuity, successor preparation, management synergy and teamwork, family dynamics, family governance and the testing, analysis and evaluation of the knowledge, skills and abilities of business planners and succession planners in the fields of business structure planning, business performance planning, strategic planning skills, leadership skills, managing family interaction, namely, the dynamics in a family owned business environment, management interaction, productivity management, all for the purpose of certification in succession planning | ACTIVE | — |
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 |
|---|---|---|---|
| Sep 29, 2026 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Sep 28, 2026 | EX5G | SOU EXTENSION 5 GRANTED | — |
| Sep 28, 2026 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Aug 20, 2026 | EXT5 | SOU EXTENSION 5 FILED | — |
| Aug 20, 2026 | 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. |
| Aug 20, 2026 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Aug 20, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Aug 20, 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. |
| Aug 20, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Feb 3, 2026 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Feb 2, 2026 | EX4G | SOU EXTENSION 4 GRANTED | — |
| Feb 2, 2026 | EXT4 | SOU EXTENSION 4 FILED | — |
| Feb 2, 2026 | 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. |
| Sep 15, 2025 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Sep 5, 2025 | EX3G | SOU EXTENSION 3 GRANTED | — |
| Sep 5, 2025 | EXT3 | SOU EXTENSION 3 FILED | — |
| Sep 5, 2025 | 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 26, 2025 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Feb 26, 2025 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Feb 26, 2025 | EXT2 | SOU EXTENSION 2 FILED | — |
| Feb 26, 2025 | 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. |
| Sep 9, 2024 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Sep 9, 2024 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Sep 9, 2024 | EXT1 | SOU EXTENSION 1 FILED | — |
| Sep 9, 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. |
| Mar 19, 2024 | 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 23, 2024 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jan 23, 2024 | 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. |
| Jan 3, 2024 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Dec 19, 2023 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Dec 5, 2023 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Dec 4, 2023 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Dec 4, 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 28, 2023 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Nov 28, 2023 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Aug 28, 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. |
| Aug 28, 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. |
| Aug 28, 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. |
| Jun 30, 2023 | DOCK | ASSIGNED TO EXAMINER | — |
| Oct 7, 2022 | MDSM | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Oct 6, 2022 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Sep 24, 2022 | NWAP | NEW APPLICATION ENTERED | — |