USPTO serial 97734420
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.
Hamilton, BM
Hamilton, BM
HAMILTON, BM
HAMILTON, BM
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Jonathan D. Reichman, Esq.
Jonathan D. Reichman, Esq. HUNTON ANDREWS KURTH LLP200 PARK AVENUENEW YORK, NY 10166United States| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial services, namely, financial planning; wealth planning in the nature of financial planning; financial asset management; international and domestic funds investment; financial asset protection in the nature of maintaining possession of financial assets for others for financial management purposes; discretionary investment management services; financial trust administration and estate planning services; investment advisory services; investment advice, namely, providing a measure of after-tax yield for a bond, bond fund, and other fixed income investment products that takes into account the specific circumstances of an individual investor, including the availability of tax deferral and the length of the investment horizon; financial clearing houses and custody services in the nature of maintaining possession of financial assets for others for financial management purposes; investment trade execution services in the field of securities, equities, derivatives, swaps, financial instruments and products for others; investment management services; financial information provided by electronic means; donor-advised investment of funds for charitable purposes; Pooled income fund programs, namely, mutual funds investment, pension funds investment and management of collective investment schemes; financial management and planning; grant-making services, namely, providing grants for charitable funds and events; financial advice; providing financial information via the internet; institutional investment management services; online trading of securities and provision of online information relating to investments, all by means of a global computer network; insurance services, namely, insurance brokerage, insurance consultancy, insurance information, insurance underwriting in the field of fire, accident, health, home, car, property and professional indemnity insurance, and providing a network of reputable insurance providers in the nature of organizing preferred provider programs in the field of fire, accident, health, home, car, property and professional indemnity insurance; investment services, namely, principal investing, investment advisory services, investment banking services and capital investment; Mutual funds brokerage and services related thereto, namely, capital investment, private equity fund investment services, venture capital fund investment services, property investment fund investment services and financial investment brokerage management services; financial management of pensions and services related thereto, namely, capital investment, information, advice and consultancy relating to the management of pension funds; securities brokerage and services related thereto, namely, capital investment, Provision of services related to the sale and purchase of securities and financial products, namely, financial management; banking and services related thereto, namely, banking and financing services, merchant banking and investment banking services, on-line banking services, telephone banking services; mortgage banking services, namely, origination, acquisition, servicing, securitisation and brokerage of mortgage loans; credit and debit card services, namely, issuing of credit and debit cards and processing of credit and debit card payments; trusteeship representatives and services related thereto, namely, capital investment; financial portfolio, mutual fund, employee pension plan, individual pension plan, and financial trust administration services; credit risk management and debt investment and advisory services; exchanging money; investment banking, corporate finance and venture capital services, namely, consultation in the fields of capital structure, asset sales, asset management and advisory, and financing and fund management; antique appraisal; private equity services, namely, management of private equity and venture capital funds, private equity and venture capital consultant and advisory services; real estate agency services; surety services; real estate financing services; charitable fundraising; real estate investment trust services; real estate investment services; conducting derivative and currency exchange services; mortgage banking; provision of financial information, advice and consultancy relating to securities, finance and investments; business liquidation services; interactive database information services relating to financial securities, finance and financial investments; stock exchange quotations; money payment processing services, namely, bill payment, payment card services, loan and debt services; rent collection; provision of secured and unsecured loans by commercial paper and loan notes; brokerage, namely, financial investment brokerage, brokerage of bonds and securities, business brokerage; money lending against security; installment loans; provision of financial information, advice and consultancy relating to all the foregoing | 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 |
|---|---|---|---|
| Oct 14, 2025 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Oct 14, 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. |
| Aug 26, 2025 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Aug 26, 2025 | 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 20, 2025 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jul 25, 2025 | ERRR | ON HOLD - ELECTRONIC RECORD REVIEW REQUIRED | — |
| Jul 7, 2025 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jul 7, 2025 | ZZZX | PREVIOUS ALLOWANCE COUNT WITHDRAWN | — |
| Jun 5, 2025 | OTHE | CASE RETURNED TO EXAMINATION | — |
| Jun 5, 2025 | IUCN | NOTICE OF ALLOWANCE CANCELLED | — |
| Jun 4, 2025 | PCBG | PETITION TO DIRECTOR - CHANGE BASIS - GRANTED | — |
| Jun 2, 2025 | APET | ASSIGNED TO PETITION STAFF | — |
| May 7, 2025 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| May 6, 2025 | EX2G | SOU EXTENSION 2 GRANTED | — |
| May 6, 2025 | EXT2 | SOU EXTENSION 2 FILED | — |
| May 6, 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. |
| May 6, 2025 | TPAD | TEAS PETITION TO AMEND BASIS RECEIVED | — |
| Mar 12, 2025 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Nov 7, 2024 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Nov 7, 2024 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Nov 7, 2024 | EXT1 | SOU EXTENSION 1 FILED | — |
| Nov 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. |
| May 7, 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. |
| Mar 12, 2024 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Mar 12, 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. |
| Feb 21, 2024 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Feb 21, 2024 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Feb 8, 2024 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jan 17, 2024 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jan 16, 2024 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jan 16, 2024 | 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. |
| Oct 23, 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. |
| Oct 23, 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. |
| Oct 23, 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. |
| Sep 25, 2023 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 23, 2023 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 31, 2022 | NWAP | NEW APPLICATION ENTERED | — |