USPTO serial 98253807
SYSTEMATIC HEDGING FOR ENHANCED PERFORMANCE
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Dec 24, 2024
- Examiner
- KRASS, KRISTINA M
- Law office
- FILE REPOSITORY (FRANCONIA)
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
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
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 | Jun 1, 2024 |
| 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 | Jun 1, 2024 |
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 |
|---|---|---|---|
| Dec 24, 2024 | NRCS | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Dec 24, 2024 | R.SR | REGISTERED-SUPPLEMENTAL REGISTER | Your mark is registered on the Supplemental Register, which is available for marks that are not yet distinctive enough for the Principal Register but can still identify a source. Protection is more limited than Principal Register registration but can later support a Principal Register application. |
| Dec 3, 2024 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Nov 18, 2024 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Nov 18, 2024 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Nov 18, 2024 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Nov 7, 2024 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Nov 7, 2024 | GNFR | FINAL REFUSAL E-MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Nov 7, 2024 | CNFR | FINAL REFUSAL WRITTEN | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Nov 5, 2024 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Nov 5, 2024 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Nov 5, 2024 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Nov 5, 2024 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Oct 4, 2024 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Oct 4, 2024 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Oct 4, 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. |
| 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 | — |
| Jul 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. |
| Jul 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. |
| Jul 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. |
| Jul 26, 2024 | IUAA | USE AMENDMENT ACCEPTED | — |
| Jun 27, 2024 | AUPC | AMENDMENT TO USE PROCESSING COMPLETE | — |
| Jun 27, 2024 | IUAF | USE AMENDMENT FILED | — |
| Jun 27, 2024 | EAAU | TEAS AMENDMENT OF USE RECEIVED | — |
| Jun 14, 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. |
| Jun 14, 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. |
| Jun 14, 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. |
| Jun 13, 2024 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 22, 2024 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Nov 3, 2023 | NWAP | NEW APPLICATION ENTERED | — |