USPTO serial 99039366
Reviewed by CopyMark Law Group
These status codes mean the trademark application is abandoned and no longer pending. Common reasons include missing an Office Action response (600), filing without a valid basis (602), express abandonment by the applicant (604), or failure to respond to an examiner's inquiry (618). Revival may be possible in limited circumstances. If abandonment was unintentional, consult counsel about a petition to revive. Otherwise file a new application if protection is still needed.
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.
Yasamin Parsafar
Yasamin Parsafar Sheppard Mullin Richter & Hampton LLPFour Embarcadero Center, 17th FloorSan Francisco, CA 94111United States| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial administration of alternative investment funds and transactions involving venture capital, private equity, private credit, and hedge funds; Financial portfolio management; Financial services, namely, financial analysis, financial reporting, financial record-keeping, and administration of investment funds; Financial risk management services, namely, financial monitoring and compliance reporting services; Financial services, namely, fund accounting services and calculating and reporting net asset values, performance metrics, and financial statements; Financial services, namely, operation, management, and processing of capital calls, distributions, and transfers; Investment management services, namely, processing of subscriptions, redemptions, and transfers of fund interests; Financial and treasury management services | ACTIVE | Jan 30, 2025 |
| 042 | Providing a secure, web-based service and portal featuring full-service fund administration and portfolio management services; Providing online non-downloadable software for investment fund accounting and administration, portfolio management and analytics, investment performance tracking and reporting, investor relationship management, financial records management, and regulatory compliance; Providing online non-downloadable software for financial data aggregation and analysis, custom report generation and analytics, investment performance attribution, risk analytics and reporting, Environmental Social and Governance (ESG) data tracking and reporting, and market data integration and analysis; Providing online non-downloadable software for regulatory compliance monitoring and reporting, anti-money laundering (AML) and know-your-customer (KYC) management, tax compliance and reporting, audit trail maintenance and reporting, and securities regulatory filings; Providing online non-downloadable software for reconciliation of financial records across multiple data sources, generation of financial statements and reports, tax planning, estimation and reporting, regulatory filings and compliance reporting, investment portfolio analytics and risk management, capital call and distribution management, and investor portal access and reporting | ACTIVE | Jan 30, 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 |
|---|---|---|---|
| Nov 4, 2025 | MAB2 | ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND | The trademark application was abandoned because a required response or document was not filed by the deadline — usually a missed Office Action response. The application is dead unless a petition to revive is granted within a limited time. |
| Nov 4, 2025 | ABN2 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE | The trademark application was abandoned because a required response or document was not filed by the deadline — usually a missed Office Action response. The application is dead unless a petition to revive is granted within a limited time. |
| Jul 21, 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. |
| Jul 21, 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. |
| Jul 21, 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. |
| Jul 21, 2025 | LOPR | LETTER OF PROTEST EVIDENCE REVIEWED-NO FURTHER ACTION TAKEN | — |
| Jul 21, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 9, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| May 29, 2025 | LOPT | LETTER OF PROTEST EVIDENCE FORWARDED | — |
| Feb 12, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Feb 12, 2025 | NWAP | NEW APPLICATION ENTERED | — |