USPTO serial 97650938
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.
Kimberly I. Shimomura
KIMBERLY I. SHIMOMURA HARTER SECREST & EMERY LLP1600 BAUSCH AND LOMB PLACEROCHESTER, NY 14604UNITED STATES| 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 |
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 |
|---|---|---|---|
| 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 | — |