USPTO serial 97650938
CLEAR1
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Dec 19, 2023
- Examiner
- SIMCOX, KYLE DUNCAN
- 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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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.
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
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Jessica N. Clemente
Jessica N. Clemente HARTER SECREST & EMERY LLP1600 BAUSCH AND LOMB PLACEROCHESTER, NY 14604United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | downloadable computer software for reviewing financial investments and managing documents for use in the fields of investing, investment management, financial analysis, financial planning, retirement planning, risk management, wealth management, financial portfolio management, insurance, insurance brokerage, and insurance products and services | ACTIVE | Sep 23, 2019 |
| 042 | providing online, non-downloadable computer software for reviewing financial investments and managing documents for use in the fields of investing, investment management, financial analysis, financial planning, retirement planning, risk management, financial portfolio management, insurance, insurance brokerage, and insurance products and services; software as a service (SAAS) services featuring software for reviewing financial investments and managing documents and providing online, non-downloadable computer software for reviewing financial investments and managing documents, all for use in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, and financial portfolio management; software as a service (SAAS) services featuring software for managing and administering retirement plans, pension plans, and employee compensation plans and providing online, non-downloadable computer software for managing and administering retirement plans, pension plans, and employee compensation plans; software as a service (SAAS) services featuring software for initiating, processing, and tracking financial transactions, securities trading orders, and investment account transactions and providing online, non-downloadable computer software for initiating, processing, and tracking financial transactions, securities trading orders, and investment account transactions | ACTIVE | Sep 23, 2019 |
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 Atria Wealth Solutions, Inc.
- Other trademarks owned by Atria Wealth Solutions, Inc.
- Other trademarks owned by Atria Wealth Solutions, Inc.
- Other trademarks in Class 009
- Other trademarks in Class 042
- Similar marks named CLEAR1
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 13, 2026 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Oct 13, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Oct 13, 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. |
| Oct 13, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Oct 16, 2024 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Dec 19, 2023 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Dec 19, 2023 | 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. |
| Nov 7, 2023 | DOCK | ASSIGNED TO EXAMINER | — |
| Oct 3, 2023 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Oct 3, 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. |
| Sep 13, 2023 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Aug 24, 2023 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Aug 24, 2023 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Aug 24, 2023 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Aug 24, 2023 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Aug 24, 2023 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Aug 22, 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 22, 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 22, 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. |
| Aug 10, 2023 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 10, 2022 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Oct 31, 2022 | NWAP | NEW APPLICATION ENTERED | — |