USPTO serial 99061852
I3
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Oct 28, 2025
- Examiner
- CHADAB, SETH WILLIG
- Law office
- FILE REPOSITORY (FRANCONIA)
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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Owner
Lexington, SC
Lexington, SC
Lexington, SC
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Devon E. White
Devon E. White Wyrick Robbins Yates & Ponton LLP4101 Lake Boone Trail, Suite 300Raleigh, NC 27607Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial consultancy services concerning family governance; Financial asset management services, namely, organization and management of capital structure for family-owned businesses; Financial planning, namely, CFO and fractional CFO financial planning and analysis services for family-owned businesses; Preparing financial reports for others, namely, family-owned businesses; Financial reporting services in the nature of financial data analysis for family-owned businesses; Providing financial consultation services to family-owned businesses; Providing information regarding financial investment strategies for family-owned businesses | ACTIVE | — |
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 |
|---|---|---|---|
| Oct 28, 2025 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Oct 28, 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. |
| Sep 9, 2025 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Sep 9, 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. |
| Sep 3, 2025 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Aug 6, 2025 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Aug 4, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 23, 2025 | MDSM | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Jul 23, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Feb 28, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Feb 28, 2025 | NWAP | NEW APPLICATION ENTERED | — |