USPTO serial 99436440
DA DAVIDSON
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- May 19, 2026
- Examiner
- GEARHART, JESSICA SHEA
- 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
Great Falls, MT, US
Great Falls, MT, US
Great Falls, MT, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Charlene M. Krogh
Charlene M. Krogh Dorsey & Whitney LLP1400 Wewatta St Suite 400Denver, CO 80202United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial trust administration; Estate trust management; Estate trust planning; Financial trust planning; Real estate investment trust management services; Real estate investment services; Estate planning; Financial planning and investment advisory services; Financial portfolio management; Investment management; Financial asset management; Trustee services; Cash management; Financial planning for retirement; Strategic financial advisory services; Trust management accounts; Financial trust operations; Financial services, namely, estate settlement services; Tax payment processing services; Financial advice relating to tax; Financial services in the nature of providing an investment option available for life insurance products | 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 |
|---|---|---|---|
| May 19, 2026 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| May 19, 2026 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| May 19, 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. |
| Mar 31, 2026 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Mar 31, 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. |
| Mar 25, 2026 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Mar 4, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Feb 27, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Feb 11, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Oct 10, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Oct 10, 2025 | NWAP | NEW APPLICATION ENTERED | — |