USPTO serial 99386968
O SERIES
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Aug 4, 2026
- Examiner
- DAVIS, MARC STEPHEN
- 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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Current trademark owner
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File a new U.S. trademark application, or speak with our attorneys.
Owner
King of Prussia, PA, US
King of Prussia, PA, US
King of Prussia, PA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Jenna P. Torres
Jenna P. Torres Eckert Seamans Cherin & Mellott, LLC50 South 16th Street, 22nd FloorTwo Liberty PlacePhiladelphia, PA 19102Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable computer software for assisting businesses in tax planning, assessment, and compliance; Downloadable printable educational materials in the field of tax planning, assessment, and compliance | ACTIVE | Mar 24, 2003 |
| 016 | Printed books, magazines, and pamphlets all featuring tax research, assessment and compliance information and tax preparation and filing tools | ACTIVE | — |
| 041 | Educational services, namely providing training, classes, courses, conferences, seminars and continuing professional education (CPE) accredited classes in the fields of tax and accounting, tax research and tax filings and distribution of educational materials in connection therewith; Educational services, namely, providing non-downloadable webcasts in the field of tax and accounting, tax research and tax filings and distribution of educational materials in connection therewith; Providing online non-downloadable books, magazines, and pamphlets all featuring tax research, assessment and compliance information and tax preparation and filing tools | ACTIVE | Mar 24, 2003 |
| 042 | Providing a website featuring on-line non-downloadable software that enables users to maintain global compliance in tax planning assessment; Platform as a service (PAAS) featuring computer software platforms for tax research, assessment and compliance information and tax preparation and filing tools; Software as a service (SAAS) services featuring software for assisting businesses in the field of tax planning, assessment and compliance | 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.
- Other trademarks owned by Vertex, Inc.
- Other trademarks owned by Vertex, Inc.
- Other trademarks owned by Vertex, Inc.
- Other trademarks in Class 009
- Other trademarks in Class 016
- Other trademarks in Class 041
- Other trademarks in Class 042
- Similar marks named O SERIES
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Aug 4, 2026 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Aug 4, 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 16, 2026 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jun 16, 2026 | 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. |
| Jun 10, 2026 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| May 21, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| May 18, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 18, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 18, 2026 | 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. |
| Feb 18, 2026 | 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. |
| Feb 18, 2026 | 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. |
| Feb 18, 2026 | 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. |
| Feb 4, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Feb 3, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Sep 11, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Sep 11, 2025 | NWAP | NEW APPLICATION ENTERED | — |