USPTO serial 98253787
SHEP
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Mar 18, 2025
- Examiner
- KRASS, KRISTINA M
- 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.
Need help with SHEP?
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Current trademark owner
Monitor this mark, or talk with CopyMark about this registration.
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
Fair Oaks Ranch, TX
Fair Oaks Ranch, TX
Fair Oaks Ranch, TX
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial advisory and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial asset management; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information provided by electronic means in the field of management of securities portfolios through providing personal financial investment accounts, monitoring for investment purposes of financial and investment account transactions and account balances, and reporting for financial investment accounts; Investment services, namely, asset acquisition, consultation, development and management services; Strategic financial advisory services; Financial investment brokerage services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others | ACTIVE | Oct 1, 2023 |
| 042 | Platform as a service (PAAS) featuring computer software platforms for accessing, managing, viewing, downloading, sharing, managing and saving personal investment account data; Providing a website featuring non-downloadable software using artificial intelligence for managing and monitoring personal financial and investment accounts; Providing on-line non-downloadable software for news, research and information in the field of financial investments and featuring on-line community tools for interacting with others in the field of financial investments; Providing on-line non-downloadable software for establishing managed personal investment accounts; Providing on-line non-downloadable software for accessing, managing, viewing, downloading, sharing, managing and saving personal investment account data; Providing online non-downloadable computer software platforms for managing, monitoring and creating reports for personal financial and investment accounts; Providing temporary use of non-downloadable cloud-based software for establishing managed personal investment accounts; Software as a service (SAAS) services featuring software for accessing, managing, viewing, downloading, sharing, managing and saving personal investment account data | ACTIVE | Oct 1, 2023 |
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 |
|---|---|---|---|
| Mar 18, 2025 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Mar 18, 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. |
| Feb 26, 2025 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Feb 26, 2025 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Feb 26, 2025 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Feb 26, 2025 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Feb 26, 2025 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Feb 26, 2025 | SNEA | SU-EXAMINER'S AMENDMENT WRITTEN | — |
| Feb 10, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Feb 10, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Feb 10, 2025 | ALIE | ASSIGNED TO LIE | — |
| Feb 3, 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. |
| Feb 1, 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. |
| Feb 1, 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. |
| Feb 1, 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. |
| Dec 20, 2024 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Dec 20, 2024 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Oct 8, 2024 | IUAF | USE AMENDMENT FILED | — |
| Oct 8, 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. |
| Sep 17, 2024 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Sep 17, 2024 | 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. |
| Sep 17, 2024 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Sep 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. |
| Jul 23, 2024 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jul 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. |
| Jul 3, 2024 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jun 17, 2024 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jun 13, 2024 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 22, 2024 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Nov 3, 2023 | NWAP | NEW APPLICATION ENTERED | — |