USPTO serial 79453547
FINMODUS
Reviewed by CopyMark Law Group
Status 641Office Action
- Filing date
- Status date
- Registration date
- —
- Examiner
- BULLOFF, TOBY ELLEN
- Law office
- TMO LAW OFFICE 119
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 |
|---|---|---|---|
| 035 | Advisory services in the field of business planning; assistance, advisory services and consultancy with regard to business planning; business administration consulting services in the field of artificial intelligence; business consultancy in the field of machine learning and artificial intelligence; business consultation in the field of financial management; business data curation for artificial intelligence (AI) development; business intelligence reporting; business intelligence services; business management planning; business strategic planning; business strategic planning consultation; business strategic planning services; business succession planning; compilation of information in the field of financial data; consultancy in the field of business planning; drawing up of statements of accounts; financial statement preparation and analysis for businesses; operations management services, and back office support services, namely business administration, accounting, business management, and business strategic planning; preparation of financial statements; providing business group administration in the field of business strategic planning; providing information about business planning; strategic business planning. | ACTIVE | — |
| 036 | Account management services, namely automated fee processing, and statement production; advisory services in the field of financial planning; clearing of financial transactions; estate planning; estate planning advisory services; estate planning services; financial accounts management services; financial advice in the field of tax planning; financial advisory services in the field of financial goal planning; financial advisory services in the field of insurance; financial advisory services rendered using artificial intelligence (AI); financial affairs management and private equity fund investment services; financial analyses; financial analysis; financial analysis and preparation of reports relating thereto; financial analysis consultation services; financial analysis services; financial and estate planning services; financial consultancy, namely, preparing budgets and monitoring budgets; financial forecasting; financial management; financial management advisory services; financial management for business; financial management services; financial modelling services; financial planning; financial planning and financial management services; financial planning and investment advisory services; financial planning for retirement; financial planning services; financial planning services for retirement; financial reporting management; financial risk management; financial risk management consultation; financial risk management services; financial services, namely, daily monitoring of financial transactions and account balances; preparing financial reports; providing information in the field of estate planning; providing information in the field of financial planning. | 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 11, 2026 | RFCS | NON-FINAL ACTION MAILED - REFUSAL SENT TO IB | — |
| Oct 11, 2026 | RFRR | REFUSAL PROCESSED BY MPU | — |
| Jul 30, 2026 | RFCR | NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW | — |
| Jul 29, 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. |
| Jul 28, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 16, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Jul 16, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jul 2, 2026 | REPR | SN ASSIGNED FOR SECT 66A APPL FROM IB | — |