USPTO serial 99045138
RATE PORTFOLIO
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jul 14, 2026
- Examiner
- O'NEILL, MARY K
- 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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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.
Current trademark owner
Monitor this mark, or talk with CopyMark about this registration.
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Rebecca Liebowitz
Rebecca Liebowitz Venable LLPP.O. Box 34385Washington, DC 20043-9998United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial advice and consultancy services; Financial analysis and research services; Financial information and advisory services; Strategic financial advisory services; Financial services, namely, brokerage and banking of mortgage loans including traditional and non-qualified mortgage loans; Financial investment services, namely, administering the issuance, underwriting and distribution of securities in the secondary mortgage market; servicing and guaranteeing of mortgage loans in the secondary mortgage market; financial services, namely, mortgage refinancing of mortgage loans in the secondary finance market | ACTIVE | Feb 26, 2026 |
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 |
|---|---|---|---|
| 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 23, 2026 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Jun 23, 2026 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Jun 10, 2026 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Mar 2, 2026 | IUAF | USE AMENDMENT FILED | — |
| Mar 2, 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. |
| Oct 28, 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. |
| Sep 2, 2025 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Sep 2, 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. |
| Aug 27, 2025 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jul 28, 2025 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jul 28, 2025 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Jul 28, 2025 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Jul 28, 2025 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Jul 28, 2025 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jul 22, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 15, 2025 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Jul 15, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Feb 18, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Feb 18, 2025 | NWAP | NEW APPLICATION ENTERED | — |