USPTO serial 97920876
BROADSTREET
Reviewed by CopyMark Law Group
Status 603
- Filing date
- Status date
- Registration date
- —
- Examiner
- KLEINMAN, CORINNE ANNE
- Law office
- TMO LAW OFFICE 122
What this means
This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
MATTHEW G. MILLER
MATTHEW G. MILLER LERNER DAVID LLP20 COMMERCE DRIVECRANFORD, NJ 07016UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Fund administrative services, namely, preparation of accounting and financial statements for others; Fund administrative services, namely, investor reporting services in the nature of the preparation of reports relating to investments; Fund administrative services, namely, providing audit support services in the nature of organization and presentation of the documents and data requested by an auditor; Fund administrative services, namely, providing tax support services for others in the nature of organization and presentation of the documents and data requested by a tax preparer | ACTIVE | — |
| 036 | Fund administration services, namely, setting up an investment fund for others; fund administration services, namely, providing cash and capital management services in connection with the investment funds of others; fund administration services, namely, loan servicing; Impact investment services in the nature of forming and managing tax credit equity funds on behalf of others; Impact investment services in the nature of forming and managing private debt funds on behalf of others | 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 |
|---|---|---|---|
| Oct 20, 2025 | MAB3 | ABANDONMENT NOTICE MAILED - AFTER EX PARTE APPEAL | — |
| Oct 14, 2025 | ABN3 | ABANDONMENT - AFTER EX PARTE APPEAL | — |
| Oct 14, 2025 | EXPT | EXPARTE APPEAL TERMINATED | — |
| Jul 31, 2025 | EXPA | EX PARTE APPEAL-REFUSAL AFFIRMED | — |
| May 23, 2025 | GNSN | NOTIFICATION OF EXAMINERS STATEMENT E-MAILED | — |
| May 23, 2025 | GNES | EXAMINERS STATEMENT E-MAILED | — |
| May 23, 2025 | CNES | EXAMINERS STATEMENT - COMPLETED | — |
| Apr 2, 2025 | JURT | JURISDICTION RESTORED TO EXAMINING ATTORNEY | — |
| Jan 30, 2025 | GEA1 | NOTIFICATION OF ACTION DENYING REQ FOR RECON E-MAILED | — |
| Jan 30, 2025 | GECD | ACTION DENYING REQ FOR RECON E-MAILED | — |
| Jan 30, 2025 | CNCF | ACTION CONTINUING FINAL - COMPLETED | — |
| Jan 27, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jan 27, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jan 27, 2025 | ALIE | ASSIGNED TO LIE | — |
| Jan 15, 2025 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Jan 15, 2025 | EXPI | EX PARTE APPEAL-INSTITUTED | — |
| Jan 15, 2025 | JURT | JURISDICTION RESTORED TO EXAMINING ATTORNEY | — |
| Jan 15, 2025 | EXAF | EXPARTE APPEAL RECEIVED AT TTAB | — |
| Oct 15, 2024 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Oct 15, 2024 | GNFR | FINAL REFUSAL E-MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Oct 15, 2024 | CNFR | FINAL REFUSAL WRITTEN | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Sep 10, 2024 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 10, 2024 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 10, 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 10, 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. |
| Jun 10, 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. |
| Jun 10, 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. |
| May 7, 2024 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 7, 2024 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 7, 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. |
| Feb 7, 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. |
| Feb 7, 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. |
| Feb 7, 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 30, 2024 | DOCK | ASSIGNED TO EXAMINER | — |
| Aug 16, 2023 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jun 21, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 21, 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. |
| Jun 21, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jun 2, 2023 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| May 8, 2023 | NWAP | NEW APPLICATION ENTERED | — |