USPTO serial 50144046
STOA
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- —
- Examiner
- —
- Law office
- —
What this means
Status 630 means your trademark application is in the USPTO queue and has not yet been assigned to an examining attorney. This is normal shortly after filing. Examination typically begins within three to four months, though timing varies. Wait for assignment and the first examiner action. Monitor TSDR monthly for status changes to 638 (assigned) or an office action.
Need help with STOA?
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Current trademark owner
Monitor this mark, or talk with CopyMark about this registration.
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
Walnut Creek, CA, IR
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Tax preparation; Income tax preparation; Tax consultation; Income tax consultation; Tax consulting services; Tax and taxation planning, advice, information and consultancy services; Philanthropy consultation relating to taxation planning; Tax planning; Family office services in the nature of tax planning; Bookkeeping; Accounting services; Payroll preparation; Tax advisory services | ACTIVE | — |
| 036 | Investment advisory services; Family office investment advisory services; Financial planning and investment advisory services; Financial planning; Financial planning consultation; Financial planning for retirement; Providing information in the field of financial planning; Financial wealth management services; Financial services, namely, wealth management services; Providing information in the field of wealth management; Financial retirement plan consulting services; Financial asset management; Investment advice; Advice relating to investments; Financial advisory services; Financial portfolio analysis services; Strategic financial advisory services; Providing financial advisory services; Financial research and information services; Financial information and advisory services; Financial advice and consultancy services; Financial advice relating to income tax | ACTIVE | — |
| 042 | Providing temporary use of on-line non-downloadable software for retirement planning; Software as a service (SAAS) services featuring software for financial planning and tax calculations for use by accountants and financial advisors; Providing temporary use of online non-downloadable computer software for financial planning calculations; Providing temporary use of online non-downloadable computer software for estimating income taxes; Providing temporary use of online non-downloadable computer software for providing general information in the field of personal finance and taxes using artificial intelligence | ACTIVE | — |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 5, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Oct 5, 2026 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Oct 5, 2026 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Oct 5, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Oct 5, 2026 | NWAP | NEW APPLICATION ENTERED | — |