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Official data from USPTO

TELLER REFERRAL ASSISTANT

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

TELLER REFERRAL ASSISTANT

ST13

US500000087166175

Class

9

Filing

87166175

Registration

5383398

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

36

Latest update

07/20/2025

Trademark type

Word

Nice classes

9

Filing date

09/09/2016

Registration date

01/23/2018

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

07/20/2023

Last transaction

07/20/2025

Responsible office

United States Patent and Trademark Office

Status code

702

Official register

Principal Register

First use anywhere

04/23/2009

First use in commerce

04/23/2009

Drawing code

4

Owner type

16

Owner location

GRAFTON, WI

Examiner

MAHONEY, PAULA

Law office

N10

Current location

TMO LAW OFFICE 119

Holders and representatives

Holders

UFS, LLC
Quest Analytics LLC

Representatives

Sarah M. Wong Wong Meyer Smith & McConnell

Technical classification

Nice Classes

Class 9

Vienna Codes

No Vienna codes available.

Goods and services

Class 9

Computer software for use in the banking industry to generate product and service referral suggestions based on individual customer transactions and transaction patterns that may be downloaded from a global computer network; Computer software for use in the banking industry to generate product and service referral suggestions based on individual customer transactions and transaction patterns

Publications

History of USPTO decisions and trademark events.

36 publications found

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

07/15/2025

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

07/15/2025

REAP

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

07/15/2025

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

07/15/2025

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

07/15/2025

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

06/11/2025

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

08/12/2024

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

08/12/2024

REAP

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

08/12/2024

NA85

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

07/20/2023

C15A

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

07/20/2023

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

07/20/2023

E815

TEAS SECTION 8 & 15 RECEIVED

01/25/2023

REM1

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

01/23/2023

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

08/16/2018

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

08/15/2018

R.PR

REGISTERED-PRINCIPAL REGISTER

01/23/2018

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

11/07/2017

PUBO

PUBLISHED FOR OPPOSITION

11/07/2017

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

10/18/2017

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

09/29/2017

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

09/11/2017

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

09/11/2017

ALIE

ASSIGNED TO LIE

09/05/2017

NREV

NOTICE OF REVIVAL - E-MAILED

08/21/2017

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

08/21/2017

PETG

PETITION TO REVIVE-GRANTED

08/21/2017

PROA

TEAS PETITION TO REVIVE RECEIVED

08/21/2017

MAB2

ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND

07/17/2017

ABN2

ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE

07/15/2017

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

12/17/2016

GNRT

NON-FINAL ACTION E-MAILED

12/17/2016

CNRT

NON-FINAL ACTION WRITTEN

12/17/2016

DOCK

ASSIGNED TO EXAMINER

12/15/2016

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

09/14/2016

NWAP

NEW APPLICATION ENTERED

09/13/2016

Continuous trademark protection

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