USPTO serial 98139478
HSA 401(K) MAXIMIZER
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jun 23, 2026
- Examiner
- MOULTON, NICHOLAS C
- 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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File a new U.S. trademark application, or speak with our attorneys.
Owner
New York, NY, US
New York, NY, US
New York, NY, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Joshua B. Sessler
Joshua B. Sessler COWAN DEBAETS ABRAHAMS & SHEPPARD LLP41 MADISON AVENUE, 38TH FLOORNEW YORK, NY 10010United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial services for others, namely, providing advice regarding transactions involving retirement plans and tax advantaged health savings accounts | ACTIVE | Jun 13, 2019 |
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 |
|---|---|---|---|
| Jun 23, 2026 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Jun 23, 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. |
| Jun 1, 2026 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Jun 1, 2026 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| May 24, 2026 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| May 24, 2026 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Jan 22, 2026 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jan 21, 2026 | IUAF | USE AMENDMENT FILED | — |
| Jan 21, 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. |
| Jan 21, 2026 | EX3G | SOU EXTENSION 3 GRANTED | — |
| Jan 21, 2026 | EXT3 | SOU EXTENSION 3 FILED | — |
| Jan 21, 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. |
| Jul 12, 2025 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jul 11, 2025 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Jul 11, 2025 | EXT2 | SOU EXTENSION 2 FILED | — |
| Jul 11, 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. |
| Mar 4, 2025 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jan 22, 2025 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Jan 21, 2025 | EXT1 | SOU EXTENSION 1 FILED | — |
| Jan 21, 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. |
| Jul 23, 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. |
| May 28, 2024 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| May 28, 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. |
| May 8, 2024 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Apr 23, 2024 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Apr 23, 2024 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Apr 23, 2024 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Apr 23, 2024 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Apr 23, 2024 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Apr 18, 2024 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 18, 2023 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Aug 22, 2023 | NWAP | NEW APPLICATION ENTERED | — |