USPTO serial 98466613
VISION
Reviewed by CopyMark Law Group
Status 748
- Filing date
- Status date
- Registration date
- —
- Examiner
- SINGER, MELANIE ALYSSA
- Law office
- TMO LAW OFFICE 112
What this means
This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.
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Current trademark owner
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Owner
Kansas City, MO, US
Kansas City, MO, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Howard S. Michael
Howard S. Michael CROWELL & MORING LLPP.O. Box 10395Chicago, IL 60610United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial advisory services and broker-dealer financial services in the field of mutual funds and account maintenance, variable annuity shareholder accounts provided via internet based interactive electronic interface | ACTIVE | May 1, 1996 |
| 042 | Providing temporary use of online non-downloadable software that provides financial advisors and broker-dealers the ability to view mutual fund and variable annuity shareholder account information, perform account set-ups and maintenance, process financial transactions and allow interactive electronic interface; platform as a service (PAAS) featuring computer software platforms for providing financial advisors and broker-dealers the ability to view mutual fund and variable annuity shareholder account information, perform account set-ups and maintenance, process financial transactions and allow interactive electronic interface | ACTIVE | May 1, 1996 |
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 |
|---|---|---|---|
| Sep 3, 2026 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Sep 3, 2026 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Jul 28, 2026 | IUAF | USE AMENDMENT FILED | — |
| Jul 28, 2026 | 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. |
| Jul 9, 2026 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jul 8, 2026 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Jul 8, 2026 | EXT2 | SOU EXTENSION 2 FILED | — |
| Jul 8, 2026 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Jan 8, 2026 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jan 8, 2026 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Jan 8, 2026 | EXT1 | SOU EXTENSION 1 FILED | — |
| Jan 8, 2026 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Jul 8, 2025 | 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. |
| May 13, 2025 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| May 13, 2025 | 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. |
| May 7, 2025 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Apr 11, 2025 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Apr 10, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Apr 10, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Apr 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 9, 2025 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Jan 9, 2025 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Oct 10, 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. |
| Oct 10, 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. |
| Oct 10, 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. |
| Oct 3, 2024 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 2, 2024 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 25, 2024 | NWAP | NEW APPLICATION ENTERED | — |