USPTO serial 97672546
FOR THE LOVE OF TAKING CHARGE OF YOUR WEALTH
Reviewed by CopyMark Law Group
Status 732Notice of Allowance
- Filing date
- Status date
- Registration date
- —
- Examiner
- SOLANO, CARLITA JAYE
- Law office
- INTENT TO USE SECTION
What this means
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.
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Owner
New York, NY, US
New York, NY, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Colleen Ganin
Colleen Ganin Morgan, Lewis & Bockius LLP1111 Pennsylvania Avenue, NWWashington, DC 20004-2541United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Online non-downloadable software for securities and mutual fund investment, brokerage and trading services; Software as a service (SaaS) services featuring software for securities and mutual fund investment, brokerage and trading services; Platform as a service (PaaS) services featuring software for securities and mutual fund investment, brokerage and trading services | 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.
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jun 22, 2026 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| May 15, 2025 | EPPA | TEAS POST PUBLICATION AMENDMENT RECEIVED | — |
| Apr 25, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Apr 25, 2025 | 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. |
| Apr 25, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Oct 28, 2024 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Oct 18, 2024 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Oct 18, 2024 | 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 18, 2024 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Oct 18, 2024 | EPPA | TEAS POST PUBLICATION AMENDMENT RECEIVED | — |
| Aug 28, 2024 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Aug 28, 2024 | EX3G | SOU EXTENSION 3 GRANTED | — |
| Aug 28, 2024 | EXT3 | SOU EXTENSION 3 FILED | — |
| Aug 28, 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. |
| Jan 26, 2024 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jan 24, 2024 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Jan 24, 2024 | EXT2 | SOU EXTENSION 2 FILED | — |
| Jan 24, 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. |
| Jan 24, 2024 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jan 24, 2024 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Nov 27, 2023 | EPPA | TEAS POST PUBLICATION AMENDMENT RECEIVED | — |
| Oct 25, 2023 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Oct 25, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Oct 25, 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. |
| Oct 25, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Aug 3, 2023 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Aug 1, 2023 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Aug 1, 2023 | EXT1 | SOU EXTENSION 1 FILED | — |
| Aug 1, 2023 | 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. |
| May 23, 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. |
| Mar 28, 2023 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Mar 28, 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. |
| Mar 8, 2023 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Mar 3, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Mar 3, 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. |
| Mar 3, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Feb 20, 2023 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Feb 15, 2023 | DOCK | ASSIGNED TO EXAMINER | — |
| Dec 1, 2022 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Nov 14, 2022 | NWAP | NEW APPLICATION ENTERED | — |