ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
02/13/2026
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Official data from USPTO
529 QUICKVIEW
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
529 QUICKVIEW
ST13
US500000077640532Class
36
Filing
77640532
Registration
3668871
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
34
Latest update
02/14/2026
Trademark type
Word
Nice classes
36
Filing date
12/29/2008
Registration date
08/18/2009
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
09/14/2018
Last transaction
02/14/2026
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
First use anywhere
03/01/2008
First use in commerce
12/01/2008
Drawing code
4
Owner type
16
Owner location
NEWTON, MA
Examiner
SMITH, REBECCA A
Law office
M10
Current location
GENERIC WEB UPDATE
Holders and representatives
Holders
ASCENSUS COLLEGE SAVINGS RECORDKEEPING SERVICES, LLC
ASCENSUS BROKER DEALER SERVICES, LLC
ASCENSUS BROKER DEALER SERVICES, INC.
Upromise Investments, Inc.
Representatives
Jennifer L. Dean Drinker Biddle & Reath LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial Servicesa web-based portal developed to provide financial advisers with access to information on their clients' investment accounts
Publications
History of USPTO decisions and trademark events.
34 publications found
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
01/22/2025
NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
09/14/2018
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
09/14/2018
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
09/14/2018
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
09/14/2018
E89R
TEAS SECTION 8 & 9 RECEIVED
09/05/2018
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
08/18/2018
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
02/21/2018
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
08/14/2015
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
08/14/2015
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
08/14/2015
E815
TEAS SECTION 8 & 15 RECEIVED
07/16/2015
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
08/06/2014
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
12/30/2013
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
12/30/2013
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
03/21/2013
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
03/21/2013
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
06/06/2011
R.PR
REGISTERED-PRINCIPAL REGISTER
08/18/2009
ETOP
EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED
07/13/2009
ETOF
EXTENSION OF TIME TO OPPOSE RECEIVED
05/27/2009
PUBO
PUBLISHED FOR OPPOSITION
04/28/2009
NPUB
NOTICE OF PUBLICATION
04/08/2009
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
03/23/2009
ALIE
ASSIGNED TO LIE
03/23/2009
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
03/23/2009
XAEC
EXAMINER'S AMENDMENT ENTERED
03/23/2009
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
03/23/2009
GNEA
EXAMINERS AMENDMENT E-MAILED
03/23/2009
CNEA
EXAMINERS AMENDMENT -WRITTEN
03/23/2009
DOCK
ASSIGNED TO EXAMINER
03/18/2009
MPMK
NOTICE OF PSEUDO MARK MAILED
01/03/2009
NWAP
NEW APPLICATION ENTERED
01/02/2009
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