USPTO serial 99071565
SB AGI INVESTMENT
Reviewed by CopyMark Law Group
Status 730Notice of Allowance
- Filing date
- Status date
- Registration date
- —
- Examiner
- STEIN, JAMES W
- Law office
- INTENT TO USE SECTION
What this means
The USPTO has issued a Notice of Allowance. To complete registration you generally need to file a Statement of Use or an extension request before the deadline.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Jeff Van Hoosear
Jeff Van Hoosear Knobbe, Martens, Olson & Bear, LLP2040 Main Street, 14th FloorKnobbe, Martens, Olson & Bear, LLPIrvine, CA 92614Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Business management analysis and business consultancy; market research; analysis of economic trends; provision of information on business activities, business scale, and other corporate profile, namely, providing information related to company management; provision of company information, namely, providing information related to company management; professional business consultancy; business organization consultancy; business research; business appraisals; business intermediary services relating to the matching of potential private investors with entrepreneurs needing funding; financial auditing; providing business marketing information; business marketing consultancy | ACTIVE | — |
| 036 | Providing investment advice regarding bond investments and other securities; providing stock market information; providing information relating to securities lending and securities underwriting; providing management and administration of assets based on investment advisory contracts regarding financial assets and advisory services relating thereto, namely, financial asset management; advisory services for investment services relating to securities, namely, providing financial information in the field of stocks and bonds; providing information relating to money trusts and other investment trusts; financial research, analysis and forecasting services; providing information in the field of finance; real estate appraisal; financial evaluation, namely, financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; financial information; financial consultancy; financial research; debt advisory services; capital investment; financing services; brokerage, rental and leasing of real estate; financial analysis; financial management; financial assessment of company credit; financial consultancy services relating to infrastructure investment; financial consultancy in the field of mergers and acquisitions; financial management of investment capital; financial advice relating to tax planning; fund raising services, namely, fundraising for others for the purpose of purchasing companies; establishing mutual funds for others; intellectual property venture capital fund management services | 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 |
|---|---|---|---|
| Aug 11, 2026 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Aug 10, 2026 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Aug 10, 2026 | EXT1 | SOU EXTENSION 1 FILED | — |
| Aug 10, 2026 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Jun 29, 2026 | D1BR | TEAS DELETE 1(B) BASIS RECEIVED | — |
| Feb 24, 2026 | 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. |
| Dec 30, 2025 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Dec 30, 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. |
| Dec 24, 2025 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Dec 2, 2025 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Dec 1, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Dec 1, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Dec 1, 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. |
| Nov 24, 2025 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Nov 24, 2025 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Sep 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. |
| Sep 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. |
| Sep 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. |
| Aug 8, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 10, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 6, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Mar 6, 2025 | NWAP | NEW APPLICATION ENTERED | — |