RIA BLUEPRINT
Live / Registered — Registered (as of 09 Jun 2026)
What this means for you
Registered since 09 Jun 2026. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 09 Jun 2032: the §8 declaration of use).
Record
- Serial number
- 98737841
- Registration number
- 8297447
- Mark type
- Word mark
- Filed
- 06 Sept 2024
- Published for opposition
- 06 May 2025
- Registered
- 09 Jun 2026
- Next maintenance filing
- §8 declaration of use, due by 09 Jun 2032 (grace period to 09 Dec 2032)
- Attorney of record
- Dyan Finguerra-DuCharme
Goods and services
- Class 042 — Scientific and technological services: Providing temporary use of on-line non-downloadable computer software, web-based software applications, and platform as a service (PaaS) services featuring computer software platforms, all for use by financial professionals, specifically for providing technological assistance, compliance guidance and custodial solutions to support Registered Investment Advisors (RIAs); software as a service (SaaS) featuring software for use by financial professionals, specifically for providing technological assistance, compliance guidance and custodial solutions to support Registered Investment Advisors (RIAs).
Owner
- Cetera Financial Holdings, Inc., El Segundo, CA, US
- Cetera Financial Holdings, Inc., El Segundo, CA, US
- Cetera Financial Holdings, Inc., El Segundo, CA, US
Prosecution history
- 09 Jun 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 09 Jun 2026 — REGISTERED-PRINCIPAL REGISTER
- 21 May 2026 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
- 21 May 2026 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 21 May 2026 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 21 May 2026 — EXAMINER'S AMENDMENT ENTERED
- 21 May 2026 — EXAMINERS AMENDMENT E-MAILED
- 21 May 2026 — SU-EXAMINER'S AMENDMENT WRITTEN
- 04 Feb 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 04 Feb 2026 — NON-FINAL ACTION E-MAILED
- 04 Feb 2026 — SU - NON-FINAL ACTION - WRITTEN
- 03 Feb 2026 — STATEMENT OF USE PROCESSING COMPLETE
- 30 Jul 2025 — USE AMENDMENT FILED
- 03 Feb 2026 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
- 30 Jul 2025 — TEAS STATEMENT OF USE RECEIVED