USPTO serial 98492597
STAY THE COURSE
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jul 14, 2026
- Examiner
- LOREDO GASPAR,ALONSO
- 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.
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Current trademark owner
Monitor this mark, or talk with CopyMark about this registration.
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File a new U.S. trademark application, or speak with our attorneys.
Owner
Chester Springs, PA, US
Chester Springs, PA, US
Chester Springs, PA, US
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial Services, specifically, investment advisory services and investment management services; Fiduciary Services, specifically, advice relating to investment selection; Financial Asset Management Services, specifically, a full service, holistic, Turnkey Asset Management Program (TAMP) offering services for, namely, financial portfolio management, financial risk tolerance assessment, financial asset allocation, custom financial investment models in the nature of investment advisory services, buying, selling, and trading of securities in investment accounts, and block trading groups of investment accounts; Investment Advisory Services, specifically, custom investment model services, namely, a fully managed, turnkey investment model program consisting of various customized investment models built to suit a specific risk tolerance or investment strategy, namely, fully diversified, partially diversified and/or equity only investment strategies that invest and trade in a variety of positions, namely, stocks, exchange traded funds (ETFs), and/or mutual funds offered on the public securities markets in the United States and/or abroad in other publicly traded global securities markets; Asset Class Analysis and Research Services, specifically, financial research and analysis services, disseminated in the form of commentary, insights, and advice on all asset classes, positions, and potential investment opportunities for inclusion in client accounts and custom investment models, and specifically, financial research and analysis services disseminated in the form of commentary, insights, and advice on the United States, foreign, and/or global economies and stock financial markets; Financial Professional Asset Management Services, specifically, Subadvisor Services offering Turnkey Asset Management Program (TAMP) services for clients of financial professionals, commonly known as a Third-Party Asset Manager (TPAM) for acting as a full-service, separate third-party asset manager, or an Outsourced Chief Investment Officer for a financial professional, namely, a financial advisor, a financial planner, an accountant, an insurance agent, or an estate planning lawyer; Financial Professional Consulting Services, specifically, providing guidance, recommendations, and/or advice to financial professionals disseminated in the form of commentary, insights, and advice on various investment management topics, namely, advice related to investment selection, asset allocation, asset management process and procedure, financial markets and economic insights, and buying, selling and/or trading ideas without actual trading in any investment accounts for clients of the financial professionals to whom advice is provided; Financial Asset Class Analysis and Research Services; Financial Asset Management Services; Capital Investment Services; Custom Investment Model Services in the nature of investment advisory services; Fiduciary Services, specifically, Fiduciary Representative Services; Financial Planning Services; Financial Professional Asset Management Services; Financial Professional Consulting Services; Financial Consultancy Services; Financial Management Services; Wealth Management Services; Securities Option Strategies and Securities Option Model Services, including buying, selling and trading options securities and Securities Options Research Services in the nature of financial research | ACTIVE | Sep 2, 2025 |
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 Valor Asset Management, LLC
- Other trademarks owned by Valor Asset Management, LLC
- Other trademarks owned by Valor Asset Management, LLC
- Other trademarks in Class 036
- Similar marks named STAY THE COURSE
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jul 14, 2026 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Jul 14, 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. |
| Jun 20, 2026 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Jun 20, 2026 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Jun 16, 2026 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Mar 9, 2026 | IUAF | USE AMENDMENT FILED | — |
| Mar 9, 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. |
| Sep 9, 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. |
| Jul 15, 2025 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jul 15, 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. |
| Jul 9, 2025 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jun 11, 2025 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| May 24, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 24, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 24, 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 24, 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 24, 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 24, 2025 | 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. |
| Jan 30, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jan 29, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jan 29, 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 29, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jan 29, 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 29, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Oct 30, 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 30, 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 30, 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 23, 2024 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 20, 2024 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Apr 10, 2024 | NWAP | NEW APPLICATION ENTERED | — |