USPTO serial 98300361
Reviewed by CopyMark Law Group
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.
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.
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Barry L. Davison
Barry L. Davison Davis Wright Tremaine LLP920 Fifth AvenueSuite 3300Seattle, WA 98104-1610| Class | Description | Status | First use |
|---|---|---|---|
| 009 | downloadable electronic publications, namely, reports and informational and educational materials in the nature of white papers, brochures, and informational sheets in the fields of finances, financial planning, trusts, foundations, nonprofit organizations, trust services, estate planning, investment planning, investment management, investments, philanthropy, tax, tax planning, risk management, financial asset management, impact investing, and wealth management | ACTIVE | Jan 11, 2024 |
| 016 | printed publications, namely, reports and informational and educational materials in the nature of white papers, brochures, and informational sheets in the fields of finances, financial planning, trusts, foundations, nonprofit organizations, trust services, estate planning, investment planning, investment management, investments, philanthropy, tax, tax planning, risk management, financial asset management, impact investing, and wealth management | ACTIVE | Jan 11, 2024 |
| 036 | financial services, namely, investment services, namely, asset allocation, cash flow management, investment consultation, and investment management services; financial services, namely, trust and estate administration services and estate planning consultation; financial services, namely, risk management consultation; financial services, namely, financial asset management; financial services, namely, impact investing services for others for investments made with the intention to generate positive, measurable social and environmental impact alongside a financial return; financial planning and investment advisory services; financial services, namely, wealth management services | ACTIVE | Jan 11, 2024 |
| 041 | educational services, namely, providing classes, seminars including webinars, and workshops in the fields of finances, financial planning, trusts, foundations, nonprofit organizations, trust services, estate planning, investment planning, investment management, investments, philanthropy, tax, tax planning, risk management, financial asset management, impact investing, and wealth management | ACTIVE | Jan 11, 2024 |
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
| Date | Code | Event | What it means |
|---|---|---|---|
| Feb 12, 2026 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Feb 12, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Feb 12, 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. |
| Feb 12, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Feb 12, 2026 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Feb 12, 2026 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jul 16, 2025 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Jul 1, 2025 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Jul 1, 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. |
| Jun 10, 2025 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| May 16, 2025 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| May 15, 2025 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Feb 26, 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. |
| Feb 25, 2025 | IUAF | USE AMENDMENT FILED | — |
| Sep 3, 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 9, 2024 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jul 9, 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. |
| Jun 19, 2024 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jun 4, 2024 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jun 4, 2024 | ATRV | ATTORNEY REVIEW COMPLETED | — |
| May 6, 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. |
| May 4, 2024 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| May 4, 2024 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| May 4, 2024 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| May 4, 2024 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| May 2, 2024 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 1, 2024 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Mar 1, 2024 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 5, 2023 | NWAP | NEW APPLICATION ENTERED | — |