NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
03/25/2026
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Official data from USPTO
SODALES
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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
28
Latest update
03/26/2026
Trademark type
Word
Nice classes
35, 36
Filing date
01/14/2019
Registration date
02/18/2020
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
03/25/2026
Last transaction
03/26/2026
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
10/04/2019
First use in commerce
10/04/2019
Drawing code
4
Owner type
16
Owner location
Chappaqua, NY, US
Examiner
ZARICK, DIANA G
Current location
Historical data usage
Holders and representatives
Holders
Sodales Partners LLC
Representatives
Holiday W. Banta ICE MILLER LLP
Technical classification
Nice Classes
Class 35Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 35
Strategic advisory services relating to business managementbusiness operationscorporate growth strategysales methodssales managementsales improvementsales programssales targeting and sales focus methodsbusiness marketinghuman resources management; business consultation in the field of start-up and established companies; business management advisory servicesconsultancyinformation; economic forecasting services; business acquisition and merger consultation
Class 36
Capital investment consultationproviding venture capital and private equity to companiesproviding public and private equity financingfinancial management assistance and consultationinvestment brokerage in the nature of providing venture capital and private equity investment opportunities to investors; private equity fund investment advisory services; private equity fund investment consulting services; financial portfolio management; financial servicesoperation and management of hedge fundscommodity pools and other collective investment vehiclestrading for others of securitiesoptionsfuturesderivativesdebt instruments and commodities; financial servicesproprietary trading in commoditiessecuritiesoptionsfuturesequities and fixed income products in the United States and overseas market securities; financial servicesproviding information in the fields of foreign currencycommoditiesfinancial derivativesinterest rate productsequities via the internet and intranet systems; financial servicesproviding for the exchange of foreign currencycommoditiesfinancial derivativesinterest rate productsequities via the internet and intranet systems; financial servicesthe trading of financial instrumentssecuritiessharesoptions and other derivative products; private placements of private equity fundssecurities and derivatives for others; venture capital servicesproviding financing to start-up and established companies and entrepreneurs; private equity fund investment services; financial investment analysis and stock research; business brokerage services and related consulting pertaining to business salesmergersacquisitions and business valuations; business financing procurement services; informationadvisoryconsultancy and research services relating to finance and investments; financing of loans; private investment and acquisition-related activitiesinvestment of funds of others and investment management; financial servicesprivate equity fund investment servicesinvesting in securities and other financial instruments of companies including debt and equity for others; financial services related to corporate acquisitionsdivestituresexpansionsrestructurings and buyoutsbusiness valuation servicesfinancing servicesdue diligencecapital structuring advisory services and financial transaction advisory services for stocksbondssecurities and equities; financial investment management servicesinvestment advisory servicesfinancial asset management services and loan origination services; strategic financial advisory services
Publications
History of USPTO decisions and trademark events.
28 publications found
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
03/25/2026
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
03/23/2026
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
01/02/2026
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
01/02/2026
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
01/02/2026
E815
TEAS SECTION 8 & 15 RECEIVED
12/29/2025
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
02/18/2025
R.PR
REGISTERED-PRINCIPAL REGISTER
02/18/2020
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
01/11/2020
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
01/10/2020
SUPC
STATEMENT OF USE PROCESSING COMPLETE
01/06/2020
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
01/06/2020
IUAF
USE AMENDMENT FILED
12/24/2019
EISU
TEAS STATEMENT OF USE RECEIVED
12/24/2019
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
07/23/2019
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
05/28/2019
PUBO
PUBLISHED FOR OPPOSITION
05/28/2019
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
05/08/2019
ALIE
ASSIGNED TO LIE
04/14/2019
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
03/29/2019
XAEC
EXAMINER'S AMENDMENT ENTERED
03/29/2019
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
03/29/2019
GNEA
EXAMINERS AMENDMENT E-MAILED
03/29/2019
CNEA
EXAMINERS AMENDMENT -WRITTEN
03/29/2019
DOCK
ASSIGNED TO EXAMINER
03/27/2019
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
02/05/2019
NWAP
NEW APPLICATION ENTERED
01/17/2019
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