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Official data from USPTO

CHARTS AND SMARTS

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

CHARTS AND SMARTS

ST13

US500000088775722

Class

9

Filing

88775722

Registration

6278959

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

05/23/2026

Trademark type

Word

Nice classes

9

Filing date

01/28/2020

Registration date

02/23/2021

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

05/22/2026

Last transaction

05/23/2026

Responsible office

United States Patent and Trademark Office

Status code

702

Official register

Principal Register

Filing basis

Intent to use

First use anywhere

2020-09-00

First use in commerce

2020-09-00

Drawing code

4

Owner type

16

Owner location

BOSTON, MA, US

Examiner

NEVILLE, BRIAN

Current location

Historical data usage

Holders and representatives

Holders

NATIXIS ADVISORS, LLC
Natixis Advisors, L.P.

Representatives

Stephen J. Jeffries HOLLAND & KNIGHT LLP

Technical classification

Nice Classes

Class 9

Vienna Codes

No Vienna codes available.

Goods and services

Class 9

Downloadable chart packs in the field of financial investment distributed by e-mail

Publications

History of USPTO decisions and trademark events.

25 publications found

NA85

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

05/22/2026

C15A

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

05/22/2026

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

05/18/2026

E815

TEAS SECTION 8 & 15 RECEIVED

02/26/2026

REM1

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

02/23/2026

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

11/09/2022

R.PR

REGISTERED-PRINCIPAL REGISTER

02/23/2021

SUNA

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

01/21/2021

CNPR

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

01/20/2021

EXRA

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

01/12/2021

SUPC

STATEMENT OF USE PROCESSING COMPLETE

01/11/2021

EX1G

SOU EXTENSION 1 GRANTED

01/11/2021

AITU

CASE ASSIGNED TO INTENT TO USE PARALEGAL

01/04/2021

IUAF

USE AMENDMENT FILED

12/17/2020

EXT1

SOU EXTENSION 1 FILED

12/17/2020

EEXT

SOU TEAS EXTENSION RECEIVED

12/17/2020

EISU

TEAS STATEMENT OF USE RECEIVED

12/17/2020

NOAM

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

07/28/2020

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

06/02/2020

PUBO

PUBLISHED FOR OPPOSITION

06/02/2020

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

05/13/2020

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

04/23/2020

DOCK

ASSIGNED TO EXAMINER

04/16/2020

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

02/03/2020

NWAP

NEW APPLICATION ENTERED

01/31/2020

Continuous trademark protection

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