USPTO serial 97978588
ATOMIC
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Dec 31, 2024
- Examiner
- CARROLL, DORITT
- 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
San Francisco, CA
San Francisco, CA
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Beth A. Fulkerson
Beth A. Fulkerson CULHANE MEADOWS PLLC13101 PRESTON ROAD - SUITE 110-1520DALLAS, TX 75240United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Providing temporary use of online-only, non-downloadable software for use by consumers and other end users to select and manage investments and borrowing, namely, computer software for assessing objectives and risk tolerance, recommending personalized and customized investments and borrowing, and acquiring and managing investments | ACTIVE | Oct 27, 2021 |
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 |
|---|---|---|---|
| Dec 31, 2024 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Dec 31, 2024 | 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. |
| Dec 10, 2024 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Dec 10, 2024 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Dec 10, 2024 | DPCC | DIVISIONAL PROCESSING COMPLETE | — |
| Dec 10, 2024 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Dec 4, 2024 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Nov 7, 2024 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Nov 7, 2024 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Nov 7, 2024 | ALIE | ASSIGNED TO LIE | — |
| Aug 19, 2024 | DRRR | DIVISIONAL REQUEST RECEIVED | — |
| Aug 19, 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. |
| Aug 19, 2024 | ERTD | TEAS REQUEST TO DIVIDE RECEIVED | — |
| May 20, 2024 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| May 20, 2024 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Feb 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. |
| Feb 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. |
| Feb 19, 2024 | CNRT | SU - 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 23, 2024 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Jan 23, 2024 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Jan 4, 2024 | IUAF | USE AMENDMENT FILED | — |
| Jan 4, 2024 | 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. |
| Oct 6, 2023 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Oct 4, 2023 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Oct 4, 2023 | EXT2 | SOU EXTENSION 2 FILED | — |
| Oct 4, 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. |
| Apr 6, 2023 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Apr 4, 2023 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Apr 4, 2023 | EXT1 | SOU EXTENSION 1 FILED | — |
| Apr 4, 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. |
| Oct 4, 2022 | 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. |
| Aug 9, 2022 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Aug 9, 2022 | 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. |
| Jul 20, 2022 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jul 5, 2022 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jul 5, 2022 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Jul 5, 2022 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Jul 5, 2022 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Jul 5, 2022 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jul 5, 2022 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 2, 2021 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Oct 30, 2021 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Oct 9, 2021 | NWAP | NEW APPLICATION ENTERED | — |