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Official data from USPTO

SAGEWORKS

Did you know this trademark is already registered in United States?

Before investing in name, identity, and promotion, validate collision risk and registration strategy to avoid wasting time and budget.

Active USPTO registrationType: WordOffice: US

Quick snapshot

SAGEWORKS

ST13

US500000097226604

Class

35, 36, 42, 45

Filing

97226604

Registration

7185960

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

Attention: there is active risk

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

31

Latest update

02/14/2026

Classification

Registered

Trademark type

Word

Nice classes

35, 36, 42, 45

Filing date

01/19/2022

Registration date

10/10/2023

Expiration date

-

Recommended action

Perform a full collision analysis and validate classes before any filing or trademark investment.

Next step

These are the details of the registration process. Even so, constant monitoring is what ensures peace of mind that your main asset remains protected.

Complete case details

Structured fields from the responsible authority and the official record.

Status date

10/10/2023

Last transaction

02/14/2026

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

01/06/1998

First use in commerce

01/06/1998

Drawing code

4

Owner type

03

Owner location

Raleigh, NC

Examiner

BLOHM, LINDA

Law office

M10

Current location

PUBLICATION AND ISSUE SECTION

Holders and representatives

Holders

Banker's Toolbox, Inc.
Banker's Toolbox, Inc.

Representatives

Gina Durham, Esq. DLA Piper LLP (US)

Technical classification

Nice Classes

Class 35Class 36Class 42Class 45

Vienna Codes

No Vienna codes available.

Goods and services

Class 35

Advisory and consulting services in the fields of business enterprise risk management; all in the field of lending and credit risk

Class 36

Lending consultant services; advisory and consulting services in the field of portfolio risk; all in the field of lending and credit risk

Class 42

Providing temporary use of online non-downloadable computer software for lending automation and enabling lending compliance; providing temporary use of online non-downloadable computer software for accounting analysisfinancial health analysis in the nature of assessing the profitabilitycash flowliquidity and leverage of a companyfinancial performance benchmarkingfinancial forecastingcompany valuationcredit analysis; providing temporary use of online non-downloadable computer software for risk analysis and providing information on risk reduction; providing temporary use of online non-downloadable communications software to allow customers to access bank account information and transact bank business; providing temporary use of non-downloadable software for customer relationship management; all provided to bankslendersbusiness consulting firmsfinancial institutions and all in the field of lending and credit risk

Class 45

Advisory and consulting services in the field of CECL compliance

Publications

History of USPTO decisions and trademark events.

31 publications found

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

02/12/2026

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

02/12/2026

REAP

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

02/12/2026

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

02/12/2026

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

02/12/2026

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

10/10/2023

R.PR

REGISTERED-PRINCIPAL REGISTER

10/10/2023

ETOP

EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED

09/01/2023

CHPB

POST PUBLICATION AMENDMENT - ENTERED

08/01/2023

APET

ASSIGNED TO PETITION STAFF

07/31/2023

EPPA

TEAS POST PUBLICATION AMENDMENT RECEIVED

07/14/2023

ETOF

EXTENSION OF TIME TO OPPOSE RECEIVED

04/19/2023

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

03/21/2023

PUBO

PUBLISHED FOR OPPOSITION

03/21/2023

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

03/01/2023

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

02/14/2023

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

02/11/2023

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

02/10/2023

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

02/10/2023

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

12/01/2022

GNRT

NON-FINAL ACTION E-MAILED

12/01/2022

CNRT

NON-FINAL ACTION WRITTEN

12/01/2022

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

11/10/2022

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

11/10/2022

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

11/10/2022

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

09/22/2022

GNRT

NON-FINAL ACTION E-MAILED

09/22/2022

CNRT

NON-FINAL ACTION WRITTEN

09/22/2022

DOCK

ASSIGNED TO EXAMINER

09/20/2022

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

01/25/2022

NWAP

NEW APPLICATION ENTERED

01/22/2022

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