CLIENT PROFILER

Live / Registered — Registered — Section 8 accepted (as of 24 Aug 2023)

What this means for you

Registered since 20 Feb 2018. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
87568252
Registration number
5409342
Mark type
Stylized text
Filed
14 Aug 2017
Registered
20 Feb 2018

Goods and services

  • Class 042 — Scientific and technological services: Providing on-line non-downloadable software for analyzing client's key financial planning needs by financial advisors within the financial services industry using a scoring methodology to determine the highest priority needs for consumers

Owner

Prosecution history

  • 24 Aug 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
  • 24 Aug 2023 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
  • 24 Aug 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 23 Mar 2023 — TEAS SECTION 8 RECEIVED
  • 20 Feb 2023 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 20 Feb 2018 — REGISTERED-SUPPLEMENTAL REGISTER
  • 16 Jan 2018 — LAW OFFICE PUBLICATION REVIEW COMPLETED
  • 09 Jan 2018 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
  • 05 Jan 2018 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 05 Jan 2018 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 05 Jan 2018 — ASSIGNED TO LIE
  • 20 Dec 2017 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 20 Dec 2017 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 15 Nov 2017 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 15 Nov 2017 — NON-FINAL ACTION E-MAILED

View this trademark record on Marksy