USPTO serial 98151015
COLLABORATIVE IMPACT
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jan 6, 2026
- Examiner
- HESIK,APRIL ANNE
- 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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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.
Rhett V. Barney
Rhett V. Barney LEE & HAYES, PC601 W. RIVERSIDE SUITE 1400SPOKANE, WA 99201United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable mobile applications for the management of financial affairs of individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving individuals and their related entities; downloadable mobile applications for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; downloadable computer software for the management of financial affairs of ultra- high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultrahigh net worth individuals and their related entities; downloadable computer software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; downloadable computer software comprising a comprehensive database management system of downloadable computer software for database management and also including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; Downloadable software featuring computer software for appointment scheduling; Downloadable software featuring computer software for monitoring and managing workers and work flow, and dispatching work force and supporting resources; Downloadable software featuring computer software for organizing and providing a platform for collaboration, sharing of information and interactive discussions to other users, and uploading and transferring data and information; Downloadable software featuring computer software for business management, customer relationship management, document management, business process automation, no-code and low-code modular software development, data processing and visualization, human resources management, calendaring and scheduling, and electronic messaging services for business communications; Downloadable software featuring computer software for business management, operations and data analysis; Downloadable software featuring computer software for financial wellness education, personal budgeting, organization of personal finances for the purpose of debt elimination, personal finance education, and organization of personal finances for the purposes of financial planning and management; Downloadable software featuring computer software for users to post, upload, view and share data, information and multimedia content; Downloadable software featuring computer software for enabling communication between users on community sites on the Internet; Downloadable software featuring computer software for real-time transmission of data, messages, location information, pictures, link information and texts; Downloadable software featuring computer software for programs in data networks for accessing on-line databases; Downloadable software featuring computer software for lifestyle management and recording which measures and displays user-selected items in categories selected by the user; Downloadable software featuring computer software for use in tracking habits and goals; downloadable computer programs and downloadable computer software for machine-learning based language and speech processing software; downloadable computer chatbot software for simulating conversations; downloadable computer programs and downloadable computer software for creating and generating text | ACTIVE | Jun 9, 2025 |
| 035 | Family succession planning, namely, family business succession planning; business transition planning, namely, business succession planning, providing employment counseling information on how to successfully transition jobs; tax planning; Family office business services, namely, providing business management and business consulting services for family offices; Family office business administration services; philanthropy consultation related to taxation planning; tax and taxation planning, advice, information, and consultancy services | ACTIVE | Mar 12, 2025 |
| 036 | Financial consulting services; investment advisory services; financial portfolio and financial legacy consulting and advisory services; financial planning services; wealth management; estate settlement services; estate planning; family office services, namely, financial planning, investment, and advisory services tailored to wealthy families; Family office services, namely, financial advisory and consultancy services in the field of financial planning for families; Financial consulting services in the field of planned giving for non-profit and charitable organizations; financial advice relating to tax | ACTIVE | Mar 12, 2025 |
| 042 | Software as a service (SAAS) services featuring software for the management of financial affairs of individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving individuals and their related entities; Software as a service (SAAS) services featuring software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; Software as a service (SAAS) services featuring software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultrahigh net worth individuals and their related entities; Software as a service (SAAS) services featuring software comprising a comprehensive database management system of downloadable computer software for database management and also including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; Software as a service (SAAS) services featuring online non-downloadable computer software for appointment scheduling; Software as a service (SAAS) services featuring online non-downloadable computer software for monitoring and managing workers and work flow, and dispatching work force and supporting resources; Software as a service (SAAS) services featuring online non-downloadable computer software for organizing and providing a platform for collaboration, sharing of information and interactive discussions to other users, and uploading and transferring data and information; Providing Software-as-a-Service (SaaS) services featuring online, non-downloadable software for business management, customer relationship management, document management, business process automation, no-code and low-code modular software development, data processing and visualization, human resources management, calendaring and scheduling, and electronic messaging services for business communications; Software as a service (SAAS) services featuring software for business management, operations and data analysis; Providing temporary use of a non-downloadable web application for financial wellness education, personal budgeting, organization of personal finances for the purpose of debt elimination, personal finance education, and organization of personal finances for the purposes of financial planning and management; Platform as a service (PAAS) featuring computer software platforms for financial wellness education, personal budgeting, organization of personal finances for the purpose of debt elimination, personal finance education, and organization of personal finances for the purposes of financial planning and management; Providing a website featuring non-downloadable software for financial wellness education, personal budgeting, organization of personal finances for the purpose of debt elimination, personal finance education, and organization of personal finances for the purposes of financial planning and management; Providing temporary use of non-downloadable computer software which enables Internet users to post, upload, view and share data, information and multimedia content; provision of online non-downloadable computer software for enabling communication between users on community sites on the Internet; providing online non-downloadable computer software for real-time transmission of data, messages, location information, pictures, link information and texts; provision of online non-downloadable computer software programs in data networks for accessing on-line databases; providing temporary use of non- downloadable computer software for lifestyle management and recording which measures and displays user-selected items in categories selected by the user; software as a service (SaaS) featuring software for use in tracking habits and goals; providing on-line temporary use of non-downloadable software for use in tracking habits and goals; provision of computer programs in data networks, namely, providing online non-downloadable software for use in tracking habits and goals; providing online non-downloadable computer programs for machine-learning based language and speech processing software; online non-downloadable computer chatbot software for simulating conversations; providing online non-downloadable computer programs for creating and generating text | ACTIVE | Mar 12, 2025 |
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.
- Other trademarks owned by Way2b1.com, Inc.
- Other trademarks owned by Way2b1.com, Inc.
- Other trademarks owned by Way2b1.com, Inc.
- Other trademarks in Class 009
- Other trademarks in Class 035
- Other trademarks in Class 036
- Other trademarks in Class 042
- Similar marks named COLLABORATIVE IMPACT
- Recently changed USPTO trademarks
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- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jan 6, 2026 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Jan 6, 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. |
| Dec 17, 2025 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Dec 17, 2025 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Dec 3, 2025 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Dec 2, 2025 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Jun 9, 2025 | IUAF | USE AMENDMENT FILED | — |
| Jun 9, 2025 | 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. |
| Dec 17, 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. |
| Nov 5, 2024 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Nov 5, 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. |
| Oct 16, 2024 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Sep 10, 2024 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Sep 10, 2024 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Sep 10, 2024 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Sep 10, 2024 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Sep 10, 2024 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Sep 9, 2024 | ZZZX | PREVIOUS ALLOWANCE COUNT WITHDRAWN | — |
| Aug 13, 2024 | PBCR | WITHDRAWN FROM PUB - OG REVIEW QUERY | — |
| Jul 29, 2024 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jul 26, 2024 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jul 26, 2024 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jul 26, 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. |
| Apr 26, 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. |
| Apr 26, 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. |
| Apr 26, 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. |
| Apr 25, 2024 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 21, 2023 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Aug 29, 2023 | NWAP | NEW APPLICATION ENTERED | — |