USPTO serial 97917995
MEANWHILE
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Aug 25, 2026
- Examiner
- CREEF, DAVIS W
- 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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Current trademark owner
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Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
San Francisco, CA, US
San Francisco, CA, US
Austin, TX, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
John Paul Oleksiuk
John Paul Oleksiuk Cooley LLP1299 Pennsylvania Avenue, NW, Suite 700Washington, DC 20004United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable computer software for use in underwriting, issuing and administration of life insurance; Downloadable computer software for use in underwriting, issuance and administration of annuities; Downloadable computer software for use in investment management of and distribution of annuities; Downloadable computer software for use in wealth management services, financial asset management, accessing financial retirement plan consulting services, financial planning for retirement and financial administration of retirement plans; Downloadable computer software for use in financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Downloadable computer software for use in accessing financial information and advisory services; Downloadable computer software for use in accessing cryptocurrency exchange services featuring blockchain technology and financial consultation in the field of cryptocurrency | 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 |
|---|---|---|---|
| Aug 25, 2026 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Aug 25, 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 6, 2026 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Aug 6, 2026 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Jul 16, 2026 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Jul 16, 2026 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| May 5, 2026 | IUAF | USE AMENDMENT FILED | — |
| May 5, 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. |
| May 5, 2026 | 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. |
| Nov 8, 2025 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Nov 8, 2025 | EX3G | SOU EXTENSION 3 GRANTED | — |
| Nov 7, 2025 | EXT3 | SOU EXTENSION 3 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 19, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Sep 19, 2025 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Sep 19, 2025 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| May 7, 2025 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| May 7, 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. |
| Apr 29, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Apr 29, 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 29, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Oct 9, 2024 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Oct 9, 2024 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Oct 9, 2024 | EXT1 | SOU EXTENSION 1 FILED | — |
| Oct 9, 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 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Feb 21, 2024 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Feb 2, 2024 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jan 30, 2024 | DOCK | ASSIGNED TO EXAMINER | — |
| May 8, 2023 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| May 6, 2023 | NWAP | NEW APPLICATION ENTERED | — |