Notation to File

NOTE TO THE FILE

SERIAL NUMBER:            90133780

DATE:                                12/22/2020

NAME:                               npolzer

NOTE:         

Searched:                                                             
     Google                            
     Lexis/Nexis                       
     OneLook
     Wikipedia
     Acronym Finder                         Protest evidence reviewed
     Other:

Checked:                                                             
     Geographic significance          
     Surname                          
     Translation
     ID with ID/CLASS mailbox

     Checked list of approved Canadian attorneys and agents

Discussed file with
Attorney/Applicant via:
        phone                               Left message with
        email                               Attorney/Applicant

     Requested Law Library search       X   Issued Examiner’s Amendment
     for:                                   and entered changes in TRADEUPS

        PRINT        DO NOT PRINT           Added design code in TRADEUPS
     Description of the mark
     Translation statement                  Re-imaged standard character
                                            drawing
     Negative translation statement             
     Consent of living individual           Contacted TM MADRID ID/CLASS
                                            about misclassified definite ID
     Changed TRADEUPS to:

 X   OTHER:

From: Jeff.VanHoosear <Jeff.VanHoosear@knobbe.com>
Sent: Tuesday, December 22, 2020 8:18 PM
To: Polzer, Natalie <Natalie.Polzer@USPTO.GOV>
Cc: Pam.Pascual <Pam.Pascual@knobbe.com>; 2jvh <2jvh@knobbe.com>
Subject: Fwd: Trademark Application Serial No. 90133780 SB OPPORTUNITY FUND

 

Dear Ms. Polzer, The disclaimer of OPPORTUNITY FUND is acceptable. Regards, Jeff 

Knobbe Martens

2040 Main St., 14th Fl.

Irvine, CA 92614

www.knobbe.com

 

From: Polzer, Natalie <Natalie.Polzer@USPTO.GOV>
Sent: Monday, December 21, 2020 6:48 PM
To: efiling <efiling@knobbe.com>
Subject: Trademark Application Serial No. 90133780 SB OPPORTUNITY FUND

 

Dear Attorney Jeff Van Hoosear:

 

I am the United States Patent and Trademark Office examining attorney reviewing the above-referenced trademark application(s).  Before the application(s) can proceed to publication, we need to resolve the following procedural issue(s):

 

1)               Add a disclaimer of “OPPORTUNITY FUND” because this term merely describes a field, feature, function and/or purpose of the applicant’s financial services. 

 

                Applicant may submit disclaimer in the following format: 

 

                No claim is made to the exclusive right to use “OPPORTUNITY FUND” apart from the mark as shown. 

 

 

To expedite processing, please email or call me sometime before the end of the day, Wednesday, December 23, 2020, to attempt to resolve the issue(s) for immediate approval for publication.  If you authorize the change(s) or clarification(s), all that is needed is your authorization in an email, phone call, or detailed voicemail.

 

If the issue(s) cannot be resolved this way, formal office action(s) will have to be issued, and the examination process extended.  Thank you.

 

Best regards,

 

/Natalie M. Polzer/

Trademark Examining Attorney

USPTO

Law Office 108

(571) 272-4103