USPTO serial 98886909
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.
San Francisco, CA, US
San Francisco, CA, US
San Francisco, CA, US
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Puja Detjen
Puja Detjen Patterson & Sheridan, LLP24 Greenway PlazaSuite 1600Houston, TX 77046| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Providing temporary use of on-line non-downloadable software and applications for managing financial data, records, and funds, financial recordkeeping, financial planning processes, client information and data, and client onboarding and retention; Software as a service (SAAS) services, namely, hosting software for use by others for managing financial data, records, and funds, financial recordkeeping, financial planning processes, client information and data, and client onboarding and retention; Platform as a service (PAAS) featuring computer software platforms for managing financial data, records, and funds, financial recordkeeping, financial planning processes, client information and data, and client onboarding and retention; all of the foregoing services in the retirement field | ACTIVE | Apr 23, 2025 |
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 |
|---|---|---|---|
| Sep 4, 2026 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Mar 24, 2026 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Mar 24, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Mar 24, 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. |
| Mar 24, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Dec 23, 2025 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Dec 23, 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. |
| Nov 4, 2025 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Nov 4, 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. |
| Oct 29, 2025 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Oct 2, 2025 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Oct 2, 2025 | IUAA | USE AMENDMENT ACCEPTED | — |
| Sep 16, 2025 | AUPC | AMENDMENT TO USE PROCESSING COMPLETE | — |
| Sep 16, 2025 | IUAF | USE AMENDMENT FILED | — |
| Sep 16, 2025 | EAAU | TEAS AMENDMENT OF USE RECEIVED | — |
| Sep 15, 2025 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Sep 15, 2025 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Sep 15, 2025 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Sep 15, 2025 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Aug 28, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Aug 28, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Aug 28, 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. |
| Jun 2, 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. |
| Jun 2, 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. |
| Jun 2, 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. |
| May 26, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 27, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 18, 2024 | TAEA | TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED | — |
| Dec 18, 2024 | PARI | TEAS VOLUNTARY AMENDMENT RECEIVED | — |
| Dec 5, 2024 | NWAP | NEW APPLICATION ENTERED | — |