USPTO serial 99268896
X POINT
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jul 28, 2026
- Examiner
- YONTEF, DAVID ERIC
- 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
San Francisco, CA, US
San Francisco, CA, US
San Francisco, CA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
DREW WESLEY GRASHAM
DREW WESLEY GRASHAM Edge 365, PLLC6688 Nolensville Rd.PMB 1086 STE 108Brentwood, TN 37027-8873Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial consultancy services; Financial advisory and consultancy services; Financial advice and consultancy services; Information, advisory, consultancy and financial research services relating to finance and investments; Outsource service provider in the field of financial consultancy; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Providing financial consultation services to founders, executive management teams, and boards of directors; Financial consulting services, namely, expert analysis in finance; Financial consulting services, namely, advising others regarding intellectual property investments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Strategic financial advisory services; Strategic corporate financial advisory services; Financial information provided by electronic means in the field of artificial intelligence, semiconductors, and enterprise software; Financial advisory services; Providing financial advisory services; Financial planning and investment advisory services; Financial advisory services rendered using artificial intelligence (AI); Providing information and research in the field of finance and financial investments; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Investment consultation; Investment consultancy; Capital investment consulting; Capital investment consultancy; Investment services, namely, asset acquisition, consultation, development and management services; Investment advice; Advice relating to investments; Capital investment; Investment management; Public equity investment management; Family office investment management services; Investment advisory services; Equity capital investment; Providing venture capital, development capital, private equity and investment funding; Investment by electronic means; Global investment research services; Investment risk assessment services; Family office investment advisory services; Financial investment analysis and stock research; Monitoring financial markets for investment purposes; Providing information regarding financial investment strategies; Family office services in the nature of investment management; Family office services in the nature of investment advisory services; Financial investment in the field of artificial intelligence, semiconductor and enterprise software; Intellectual property valuation services; Financial valuation of intellectual property assets; Consulting on the subject of intellectual property valuation; Capital investment services; Financial information and advisory services; Investment of funds; Providing financial information in the field of artificial intelligence, semiconductors, and enterprise software; Corporate finance services, namely, consultation in the field of asset sales; Corporate finance services, namely, consultation in the field of capital structure; Financial consulting; Financial consulting and advising in the field of mergers and acquisitions; Business brokerage services and related consulting pertaining to business sales, mergers, acquisitions and business valuations; Business brokerage services and related consulting pertaining to procurement, buying, selling and tendering information and opportunities | ACTIVE | Aug 20, 2025 |
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 28, 2026 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Jul 28, 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. |
| Jul 7, 2026 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Jul 7, 2026 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Jun 20, 2026 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Jun 20, 2026 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Mar 19, 2026 | IUAF | USE AMENDMENT FILED | — |
| Mar 19, 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. |
| Feb 17, 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 23, 2025 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Dec 23, 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 17, 2025 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Nov 26, 2025 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Nov 23, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 10, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jul 6, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Jul 6, 2025 | NWAP | NEW APPLICATION ENTERED | — |