TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
04/28/2026
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Official data from USPTO
CLEO
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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
68
Latest update
04/30/2026
Trademark type
Word
Nice classes
9, 35, 36
Filing date
05/30/2018
Registration date
03/21/2023
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
03/21/2023
Last transaction
04/30/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
02/03/2023
First use in commerce
02/03/2023
Drawing code
4
Owner type
03
Owner location
SAN FRANCISCO, CA, US
Examiner
KEAM, ALEX S
Law office
M50
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
CLEO LABS, INC.
InstaCare Group, Inc.
Representatives
Lindsey N. Rothrock Taft Stettinius & Hollister LLP
Technical classification
Nice Classes
Class 9Class 35Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 9
Downloadable computer software for use in referring patients and/or customers to experts in the financial planning field
Class 35
Provision of referral services for employers and employees to financial planning professionals
Class 36
Provision of a website featuring information regarding financial planning
Publications
History of USPTO decisions and trademark events.
68 publications found
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
04/28/2026
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
04/28/2026
WOAG
WITHDRAWAL OF ATTORNEY GRANTED
04/27/2026
WOAR
TEAS WITHDRAWAL OF ATTORNEY RECEIVED
04/27/2026
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
04/23/2026
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
04/23/2026
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
04/23/2026
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
04/23/2026
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
04/23/2026
NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
03/21/2023
R.PR
REGISTERED-PRINCIPAL REGISTER
03/21/2023
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
02/11/2023
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
02/10/2023
SUPC
STATEMENT OF USE PROCESSING COMPLETE
02/10/2023
IUAF
USE AMENDMENT FILED
02/06/2023
EISU
TEAS STATEMENT OF USE RECEIVED
02/06/2023
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
08/02/2022
EX5G
SOU EXTENSION 5 GRANTED
08/01/2022
EXT5
SOU EXTENSION 5 FILED
07/26/2022
EEXT
SOU TEAS EXTENSION RECEIVED
07/26/2022
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
02/08/2022
EX4G
SOU EXTENSION 4 GRANTED
02/04/2022
EXT4
SOU EXTENSION 4 FILED
02/04/2022
EEXT
SOU TEAS EXTENSION RECEIVED
02/04/2022
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
08/04/2021
EX3G
SOU EXTENSION 3 GRANTED
08/02/2021
EXT3
SOU EXTENSION 3 FILED
08/02/2021
EEXT
SOU TEAS EXTENSION RECEIVED
08/02/2021
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
02/06/2021
EX2G
SOU EXTENSION 2 GRANTED
02/04/2021
EXT2
SOU EXTENSION 2 FILED
02/04/2021
EEXT
SOU TEAS EXTENSION RECEIVED
02/04/2021
NOAC
CORRECTED NOA E-MAILED
01/15/2021
DPCC
DIVISIONAL PROCESSING COMPLETE
01/14/2021
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
12/21/2020
DRRR
DIVISIONAL REQUEST RECEIVED
11/25/2020
ERTD
TEAS REQUEST TO DIVIDE RECEIVED
11/25/2020
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
08/06/2020
EX1G
SOU EXTENSION 1 GRANTED
08/04/2020
EXT1
SOU EXTENSION 1 FILED
08/04/2020
EEXT
SOU TEAS EXTENSION RECEIVED
08/04/2020
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
02/04/2020
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
12/10/2019
PUBO
PUBLISHED FOR OPPOSITION
12/10/2019
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
11/20/2019
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
10/28/2019
XAEC
EXAMINER'S AMENDMENT ENTERED
10/28/2019
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
10/28/2019
GNEA
EXAMINERS AMENDMENT E-MAILED
10/28/2019
CNEA
EXAMINERS AMENDMENT -WRITTEN
10/28/2019
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
10/21/2019
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
10/21/2019
ALIE
ASSIGNED TO LIE
10/17/2019
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
10/14/2019
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
04/12/2019
GNRT
NON-FINAL ACTION E-MAILED
04/12/2019
CNRT
NON-FINAL ACTION WRITTEN
04/12/2019
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
03/26/2019
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
03/25/2019
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
03/25/2019
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
01/09/2019
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
09/24/2018
GNRT
NON-FINAL ACTION E-MAILED
09/24/2018
CNRT
NON-FINAL ACTION WRITTEN
09/24/2018
DOCK
ASSIGNED TO EXAMINER
09/18/2018
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
06/06/2018
NWAP
NEW APPLICATION ENTERED
06/02/2018
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