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Official data from USPTO

CFROI

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

CFROI

ST13

US500000075134066

Class

36

Filing

75134066

Registration

2427735

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

37

Latest update

08/19/2026

Trademark type

Word

Nice classes

36

Filing date

07/15/1996

Registration date

02/13/2001

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

04/27/2021

Last transaction

08/19/2026

Responsible office

United States Patent and Trademark Office

Status code

800

Official register

Principal Register

First use anywhere

1985-00-00

First use in commerce

1985-00-00

Drawing code

1

Owner type

03

Owner location

ZURICH, CH

Examiner

LAUTERBACH, JODI

Law office

L70

Current location

GENERIC WEB UPDATE

Holders and representatives

Holders

UBS GROUP AG
UBS AG LONDON BRANCH
CSFB HOLT LLC
HOLT Value Associates, L.P.
UBS SECURITIES LLC

Representatives

Monica B. Richman DENTONS US LLP

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

financial planning and investment advisory services

Publications

History of USPTO decisions and trademark events.

37 publications found

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

08/19/2026

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

06/03/2026

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

08/08/2022

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

08/08/2022

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

08/08/2022

NA89

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

04/27/2021

RNL2

REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)

04/27/2021

89AG

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

04/27/2021

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

04/27/2021

E89R

TEAS SECTION 8 & 9 RECEIVED

01/15/2021

REM2

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

02/13/2020

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

06/25/2013

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

08/31/2011

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

08/31/2011

RNL1

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

02/10/2011

89AG

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

02/10/2011

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

02/10/2011

E89R

TEAS SECTION 8 & 9 RECEIVED

02/08/2011

C15A

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

12/12/2006

815F

REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED

10/05/2006

E815

TEAS SECTION 8 & 15 RECEIVED

10/04/2006

CANT

CANCELLATION TERMINATED NO. 999999

09/21/2006

PETC

CANCELLATION INSTITUTED NO. 999999

05/16/2001

R.PR

REGISTERED-PRINCIPAL REGISTER

02/13/2001

OP.T

OPPOSITION TERMINATED NO. 999999

12/29/2000

OP.D

OPPOSITION DISMISSED NO. 999999

12/29/2000

OP.I

OPPOSITION INSTITUTED NO. 999999

10/20/1998

ETOF

EXTENSION OF TIME TO OPPOSE RECEIVED

08/19/1998

PUBO

PUBLISHED FOR OPPOSITION

07/21/1998

NPUB

NOTICE OF PUBLICATION

06/19/1998

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

04/21/1998

JURT

JURISDICTION RESTORED TO EXAMINING ATTORNEY

03/21/1998

EXPI

EX PARTE APPEAL-INSTITUTED

03/20/1998

CNFR

FINAL REFUSAL MAILED

07/21/1997

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

06/12/1997

CNRT

NON-FINAL ACTION MAILED

12/18/1996

DOCK

ASSIGNED TO EXAMINER

12/13/1996

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