USPTO serial 98350150
RETAIL PERFORMANCE ENGINE
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Feb 24, 2026
- Examiner
- JOHNSON, DANYTHE ELIZABETH HA
- 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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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Michael S. Hargis
Michael S. Hargis Stites & Harbison, PLLC250 W. Main Street, Suite 2300Lexington, KY 40507United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Providing promotional services to banks and other financial institutions relating to the referral of prospective customers, namely, administration of an incentive rewards program for the referral of prospective clients using the internet, branch coupons, email coupons, and automated systems to promote banks and financial institutions; Business management advisory and consultancy services, namely, advising financial institutions regarding revenue enhancement strategies employed with customers, namely, digital referrals and marketing to create new account acquisitions, digital debit card rewards, namely, roadside assistance, cell phone protection, and travel discounts, and digital engagement through personalized marketing strategies; Advertising services, namely, creating corporate brand identities for banks and other financial institutions by conducting incentive award programs for consumers to purchase merchandise of others via a gift redemption program; Promoting the goods and services of banks and other financial institutions through customer loyalty and customer rewards programs; Providing promotional service to banks and other financial institutions in the nature of an incentive award program through which payment card account holders receive rewards based on the uses of their payment cards; Business services in the nature of establishing and administering consumer rewards programs that incentivize the use of payment cards by consumers through the provision of benefits; Advising banks and other financial institutions regarding financial optimization of revenue enhancement strategies employed with customers, namely, data-driven customer acquisition in the nature of providing data-driven business advice regarding acquiring new customers, digital engagement in the nature of providing business advice regarding engaging customers digitally, transactional activity stimulation in the nature of providing business advice regarding how to increase transactional activities, debit rewards programs in the nature of providing business advice regarding debit card incentive rewards programs, and providing business advice regarding account retention strategies aimed at maximizing core deposits and account profitability | ACTIVE | Jan 26, 2023 |
| 036 | Financial advisory and consultancy services, namely, advising banks and other financial institutions regarding financial management best practices and financial optimization of revenue enhancement strategies employed with customers, namely, data-driven customer acquisition, digital engagement, transactional activity stimulation, debit rewards programs, and account retention strategies aimed at maximizing core deposits and account profitability | ACTIVE | Jan 26, 2023 |
| 042 | Providing temporary use of a non-downloadable computer software application used by banks and other financial institutions to open and manage financial accounts, transmit and receive communications, store information and materials, and share information and materials, all pertaining to an account holder's account activities and business relationship with their bank or other financial institution; Software as a service (SAAS) services featuring white label software for opening and managing financial accounts, transmitting and receiving communications, storing information and materials, and sharing information and materials, all pertaining to an account holder's account activities and business relationship with their bank or other financial institution | ACTIVE | Jan 26, 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.
- Other trademarks owned by Velocity Solutions, LLC
- Other trademarks owned by Velocity Solutions, LLC
- Other trademarks owned by Velocity Solutions, LLC
- Other trademarks in Class 035
- Other trademarks in Class 036
- Other trademarks in Class 042
- Similar marks named RETAIL PERFORMANCE ENGINE
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Feb 24, 2026 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Feb 24, 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. |
| Jan 6, 2026 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jan 6, 2026 | 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. |
| Dec 31, 2025 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Dec 8, 2025 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Nov 8, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Nov 8, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Nov 8, 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. |
| Aug 4, 2025 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Aug 4, 2025 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| May 8, 2025 | GPRN | NOTIFICATION OF PRIORITY ACTION E-MAILED | A priority action is a type of Office Action the USPTO treats as time-sensitive. It usually means the examining attorney needs a specific response or amendment quickly — often relating to a foreign priority claim or a formal requirement. Respond within the stated deadline. |
| May 8, 2025 | GPRA | PRIORITY ACTION E-MAILED | A priority action is a type of Office Action the USPTO treats as time-sensitive. It usually means the examining attorney needs a specific response or amendment quickly — often relating to a foreign priority claim or a formal requirement. Respond within the stated deadline. |
| May 8, 2025 | CPRA | PRIORITY ACTION WRITTEN | A priority action is a type of Office Action the USPTO treats as time-sensitive. It usually means the examining attorney needs a specific response or amendment quickly — often relating to a foreign priority claim or a formal requirement. Respond within the stated deadline. |
| Mar 10, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Mar 10, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 10, 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. |
| Jan 21, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jan 21, 2025 | 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. |
| Jan 21, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jan 21, 2025 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jan 21, 2025 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Dec 6, 2024 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Dec 6, 2024 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Sep 9, 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. |
| Sep 9, 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. |
| Sep 9, 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. |
| Aug 6, 2024 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 29, 2024 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jan 10, 2024 | NWAP | NEW APPLICATION ENTERED | — |