USPTO serial 98057406
SHEARSON
Reviewed by CopyMark Law Group
Status 732Notice of Allowance
- Filing date
- Status date
- Registration date
- —
- Examiner
- BRENNER, BRANDI M
- Law office
- INTENT TO USE SECTION
What this means
The USPTO has issued a Notice of Allowance. To complete registration you generally need to file a Statement of Use or an extension request before the deadline.
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Owner
Boca Raton, FL, US
Boca Raton, FL, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Daniel S. Polley
Daniel S. Polley DANIEL S. POLLEY, P.A.8185 VIA ANCHO ROAD#880148BOCA RATON, FL 33488Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Marketing services in the nature of marketing of investment funds for others | ACTIVE | — |
| 036 | Management of private equity funds; Private equity consultant services; Private equity fund investment services; Investment advice in the fields of private equity; Investment consultation in the fields of private equity; Investment management in the fields of private equity; Investment of funds for others in the fields of private equity; Providing private equity and investment funding; Private placements of private equity funds for others; Securities brokerage, investment brokerage, financial and investment consulting, and investment banking services; investment of funds for others; investment management; financial portfolio management; financial asset management; financial planning for retirement; financial administration of retirement plans; and financial services, namely, estate asset acquisition and estate settlement services; real estate investment trust services | 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 |
|---|---|---|---|
| May 27, 2026 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| May 26, 2026 | EX3G | SOU EXTENSION 3 GRANTED | — |
| May 26, 2026 | EXT3 | SOU EXTENSION 3 FILED | — |
| May 26, 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 27, 2025 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Nov 26, 2025 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Nov 26, 2025 | EXT2 | SOU EXTENSION 2 FILED | — |
| Nov 26, 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 15, 2025 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| May 27, 2025 | EX1G | SOU EXTENSION 1 GRANTED | — |
| May 27, 2025 | EXT1 | SOU EXTENSION 1 FILED | — |
| May 27, 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. |
| Nov 26, 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. |
| Oct 1, 2024 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Oct 1, 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. |
| Sep 11, 2024 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Aug 27, 2024 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Aug 25, 2024 | CEPE | COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION ENTERED | — |
| Aug 25, 2024 | ALIE | ASSIGNED TO LIE | — |
| Mar 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. |
| Mar 14, 2024 | GEAN | NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED | — |
| Mar 14, 2024 | GEAP | EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED | — |
| Mar 14, 2024 | EPEN | COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY | — |
| Mar 14, 2024 | CPEA | EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED | — |
| Mar 11, 2024 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 27, 2023 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jun 28, 2023 | NWAP | NEW APPLICATION ENTERED | — |