USPTO serial 79430531
DRIVEN BY EXCELLENCE, BUILT ON LEGACY
Reviewed by CopyMark Law Group
Status 641Office Action
- Filing date
- Status date
- Registration date
- —
- Examiner
- WLODARCZYK, CAROLYN A
- Law office
- TMEG LAW OFFICE 109
What this means
The USPTO has issued an Office Action on this application. A response is typically required before the deadline, or the application can be abandoned.
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Owner
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial affairs and monetary affairs, namely, financial information management and analysis services; financial information and evaluations; evaluation of real property; financial evaluation for insurance purposes; financial information; financial management; financing services; hedge fund management; venture capital fund management; management of capital investment funds; fund management for private clients; management of private equity funds; financial asset management; investment management, financial portfolio management; financial management of employee pension plans; fiscal valuations and assessments; financial advice relating to taxation; estate trust management; consultation services for individuals in the field of financial strategy and project financing in the context of sustainable, social or solidarity economy; investment of funds for others in the fields of impact investing, socially responsible investing and alternative investing; investment consultant services; provision of financial investment advice; private equity consulting services; financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; provision of financial information relating to the finance industry involved in environmentally focused investments; mutual fund investment; investment fund consultation; share price information service; investment planning; financial services, namely, financial real estate planning; estate trust planning; financial consultancy services relating to real estate investment; real estate valuation services; financial planning and investment advisory services; financial portfolio analysis services; monitoring financial markets for investment purposes | 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 |
|---|---|---|---|
| Mar 19, 2026 | RFNT | REFUSAL PROCESSED BY IB | — |
| Mar 1, 2026 | RFCS | NON-FINAL ACTION MAILED - REFUSAL SENT TO IB | — |
| Mar 1, 2026 | RFRR | REFUSAL PROCESSED BY MPU | — |
| Feb 1, 2026 | RFCR | NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW | — |
| Jan 31, 2026 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jan 31, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 30, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Jan 30, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Sep 13, 2025 | LIMI | LIMITATION FROM ORIGINAL APPLICATION ENTERED | — |
| Aug 21, 2025 | REPR | SN ASSIGNED FOR SECT 66A APPL FROM IB | — |