USPTO serial 97900374
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.
Washington, UT, US
Salt Lake City, UT, US
Washington, UT, US
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial asset management consulting in the nature of advisory, planning and consultancy services for personal financial assets, namely, tangible and intangible personal financial assets, investment advisory and consultancy services; family wealth advisory and consultancy services | ACTIVE | Apr 30, 2024 |
| 041 | Educational services, namely, providing group coaching and workshops in the fields of professional and personal development, leadership, and family wealth advice and financial asset management; Educational services, namely, in-person learning forums and workshops in the fields of professional and personal development, leadership, and family wealth advice and financial asset management; Educational services, namely, private individual self-study instructional courses in the fields of professional and personal development, leadership, and family wealth advice and financial asset management; Educational services, namely, online instructional courses all in the fields of professional and personal development, leadership, family wealth advisory services, and financial asset management | ACTIVE | Apr 10, 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 |
|---|---|---|---|
| Sep 1, 2026 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Sep 1, 2026 | 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 10, 2026 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Aug 10, 2026 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Aug 4, 2026 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Jun 4, 2026 | IUAF | USE AMENDMENT FILED | — |
| Jun 4, 2026 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Nov 8, 2025 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Nov 7, 2025 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Nov 7, 2025 | EXT2 | SOU EXTENSION 2 FILED | — |
| Nov 7, 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 10, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Sep 10, 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. |
| Sep 10, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jul 1, 2025 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jun 30, 2025 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Jun 30, 2025 | EXT1 | SOU EXTENSION 1 FILED | — |
| Jun 30, 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 21, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Feb 21, 2025 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Feb 21, 2025 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Dec 31, 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. |
| Nov 19, 2024 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Nov 19, 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. |
| Nov 13, 2024 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Oct 7, 2024 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Oct 4, 2024 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Oct 4, 2024 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Oct 4, 2024 | ALIE | ASSIGNED TO LIE | — |
| Jun 14, 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. |
| Jun 14, 2024 | NREV | NOTICE OF REVIVAL - E-MAILED | — |
| Jun 14, 2024 | PETG | PETITION TO REVIVE-GRANTED | — |
| Jun 14, 2024 | PROA | TEAS PETITION TO REVIVE RECEIVED | — |
| May 6, 2024 | MAB2 | ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND | The trademark application was abandoned because a required response or document was not filed by the deadline — usually a missed Office Action response. The application is dead unless a petition to revive is granted within a limited time. |
| May 6, 2024 | ABN2 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE | The trademark application was abandoned because a required response or document was not filed by the deadline — usually a missed Office Action response. The application is dead unless a petition to revive is granted within a limited time. |
| Jan 19, 2024 | 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. |
| Jan 19, 2024 | 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. |
| Jan 19, 2024 | 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. |
| Jan 19, 2024 | DOCK | ASSIGNED TO EXAMINER | — |
| Dec 12, 2023 | WOAG | WITHDRAWAL OF ATTORNEY GRANTED | — |
| Dec 12, 2023 | WOAR | TEAS WITHDRAWAL OF ATTORNEY RECEIVED | — |
| Sep 14, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Sep 14, 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. |
| Sep 14, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| May 18, 2023 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| May 17, 2023 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Apr 25, 2023 | NWAP | NEW APPLICATION ENTERED | — |