THE MODERN FIRM Trademark

Trademark Overview


On Monday, December 11, 2017, a trademark application was filed for THE MODERN FIRM with the United States Patent and Trademark Office. The USPTO has given the THE MODERN FIRM trademark a serial number of 87715840. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Tuesday, September 23, 2025. This trademark is owned by RootWorks, LLC. The THE MODERN FIRM trademark is filed in the Education & Entertainment Services category with the following description:

Education services, namely, providing on-line instruction in the field of accounting firm practice management via an online website; Educational services, namely, conducting classes, seminars, conferences, and workshops in the field of accounting firm practice management and distribution of educational materials in connection therewith; Educational services, namely, providing on-line non-downloadable publications in the nature of newsletters, [ booklets, leaflets, pamphlets, circulars, ] magazines, journals, books, guides, handbooks, articles and white papers in the fields of accounting firm practice management and services
the modern firm

General Information


Serial Number87715840
Word MarkTHE MODERN FIRM
Filing DateMonday, December 11, 2017
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateTuesday, September 23, 2025
Registration Number5668430
Registration DateTuesday, February 5, 2019
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, November 20, 2018

Trademark Statements


Goods and ServicesEducation services, namely, providing on-line instruction in the field of accounting firm practice management via an online website; Educational services, namely, conducting classes, seminars, conferences, and workshops in the field of accounting firm practice management and distribution of educational materials in connection therewith; Educational services, namely, providing on-line non-downloadable publications in the nature of newsletters, [ booklets, leaflets, pamphlets, circulars, ] magazines, journals, books, guides, handbooks, articles and white papers in the fields of accounting firm practice management and services
NOT AVAILABLE"FIRM"

Classification Information


International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateWednesday, December 20, 2017
Primary Code041
First Use Anywhere DateMonday, May 15, 2017
First Use In Commerce DateMonday, May 15, 2017

Trademark Owner History


Party NameFIRMWORKS, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressNashua, NH 03062

Party NameROOTADVISORS, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressBLOOMINGTON, IN 47401

Party NameROOTADVISORS, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressBLOOMINGTON, IN 47401

Party NameROOTADVISORS, LLC
Party Type11 - New Owner Before Publication
Legal Entity Type16 - Limited Liability Company
AddressBLOOMINGTON, IN 47401

Party NameRootWorks, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressBloomington, IN 47401

Trademark Events


Event DateEvent Description
Wednesday, December 20, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, December 14, 2017NEW APPLICATION ENTERED
Thursday, March 22, 2018ASSIGNED TO EXAMINER
Saturday, March 24, 2018NON-FINAL ACTION WRITTEN
Saturday, March 24, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Saturday, March 24, 2018NON-FINAL ACTION E-MAILED
Monday, September 24, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, September 24, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, September 24, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, October 17, 2018AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, October 31, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Saturday, October 13, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, November 20, 2018PUBLISHED FOR OPPOSITION
Thursday, June 4, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, November 20, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, February 5, 2019REGISTERED-PRINCIPAL REGISTER
Wednesday, April 29, 2020AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Thursday, June 4, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, June 4, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, June 4, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, June 4, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, October 23, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, October 23, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, October 23, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, October 23, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, October 23, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, February 5, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, February 26, 2025ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Monday, May 12, 2025TEAS SECTION 8 & 15 RECEIVED
Monday, September 22, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, September 23, 2025REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Tuesday, September 23, 2025NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED