NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
02/11/2025
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Official data from USPTO
HTSC
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Active USPTO registrationType: WordOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
25
Latest update
02/12/2025
Trademark type
Word
Nice classes
36
Filing date
06/15/2017
Registration date
10/02/2018
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
02/11/2025
Last transaction
02/12/2025
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
06/01/2015
First use in commerce
10/16/2017
Drawing code
4
Owner type
99
Owner location
Jiangsu Province, CN
Examiner
LAM, HAI-LY
Current location
Historical data usage
Holders and representatives
Holders
Huatai Securities Co., Ltd.
Representatives
Michael T. Smith Birch Stewart Kolasch & Birch, LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial servicesinvestment counseling and portfolio management; financial and investment servicesinvestment advisoryconsultationmanagement services; financial planning services; wealth management; fund managementmanagement of mutual funds; financial asset management; alternative investment management; strategic investment management and investment consultation services in all asset classesincluding fixed-income productsequitiesalternative investmentscommodities; financial risk management consultation; custodial services in the nature of financial trust operations; investment management services and investment of funds and assets of otherscapital investment servicesfinancial transaction servicessecurities trading for othersinvestment fund transfer and transaction servicesassisting others with the completion of financial transactions for securities and investment fund transfer and transaction services; trust and estate planning and management services; brokerage servicesacting as broker and dealer of equity and debt securities; investment management and financial advisory services for retirement plans and 401k plans
Publications
History of USPTO decisions and trademark events.
25 publications found
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
02/11/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
02/11/2025
E815
TEAS SECTION 8 & 15 RECEIVED
10/01/2024
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
10/02/2023
R.PR
REGISTERED-PRINCIPAL REGISTER
10/02/2018
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
08/28/2018
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
08/27/2018
SUPC
STATEMENT OF USE PROCESSING COMPLETE
08/10/2018
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
08/10/2018
IUAF
USE AMENDMENT FILED
07/16/2018
EISU
TEAS STATEMENT OF USE RECEIVED
07/16/2018
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
01/16/2018
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
11/21/2017
PUBO
PUBLISHED FOR OPPOSITION
11/21/2017
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
11/01/2017
ALIE
ASSIGNED TO LIE
10/12/2017
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
09/29/2017
XAEC
EXAMINER'S AMENDMENT ENTERED
09/20/2017
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
09/20/2017
GNEA
EXAMINERS AMENDMENT E-MAILED
09/20/2017
CNEA
EXAMINERS AMENDMENT -WRITTEN
09/20/2017
DOCK
ASSIGNED TO EXAMINER
09/14/2017
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
06/22/2017
NWAP
NEW APPLICATION ENTERED
06/19/2017
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