USPTO serial 98065290
Serial No. 98065290
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Sep 2, 2025
- Examiner
- RYAN, KELLY MARIE
- 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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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Kristin H. Hardy
Kristin H. Hardy Taft Stettinius & Hollister LLP115 Madison Street, Suite 700Dayton, OH 45402United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial investment analysis and stock research; financial planning and investment advisory services; providing financial advisory services in the field of investment strategies; providing information regarding financial investment strategies; financial services, namely, providing information in the fields of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; providing information and advice in the field of personal financial planning and financial investments via a website; providing financial information and advice in the fields of financial planning, financial investments, financial valuations of personal property and real estate, and the financial aspects of retirement via a website; providing information in the field of financial stock and equity markets; providing investors with financial information in the field of mortgage investment, investment of funds and financial planning | ACTIVE | Jun 3, 2022 |
| 041 | Educational services, namely, conducting classes, seminars, conferences and workshops in the field of financial planning and investment | ACTIVE | Jun 3, 2022 |
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 |
|---|---|---|---|
| Jul 15, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jul 15, 2026 | 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. |
| Jul 15, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Sep 2, 2025 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Sep 2, 2025 | 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 8, 2025 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Aug 8, 2025 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Jul 2, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jul 2, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jul 2, 2025 | ALIE | ASSIGNED TO LIE | — |
| Jun 16, 2025 | 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. |
| Apr 7, 2025 | 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. |
| Apr 7, 2025 | 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. |
| Apr 7, 2025 | 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. |
| Feb 16, 2025 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Feb 16, 2025 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Dec 4, 2024 | IUAF | USE AMENDMENT FILED | — |
| Dec 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. |
| Jun 18, 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. |
| Apr 23, 2024 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Apr 23, 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. |
| Apr 3, 2024 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Mar 15, 2024 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 15, 2024 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Mar 15, 2024 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Mar 15, 2024 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Mar 15, 2024 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Mar 14, 2024 | DOCK | ASSIGNED TO EXAMINER | — |
| Aug 2, 2023 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Aug 1, 2023 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jul 3, 2023 | NWAP | NEW APPLICATION ENTERED | — |