USPTO serial 85927317
NEXTGEN FINANCIAL
Reviewed by CopyMark Law Group
Status 601
- Filing date
- Status date
- Registration date
- —
- Examiner
- KLINE, MATTHEW
- Law office
- TMEG LAW OFFICE 103 - EXAMINING ATTORNEY ASSIGNED
What this means
This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Luke Brean
Luke Brean BreanLaw, LLCP.O. Box 4120, ECM #72065Portland, OR 97208UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services relating to micro credits, micro finance and energy products; Financial advisory and consultancy services, namely, financial planning, cash flow management, retirement planning, investment management; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial information and advisory services; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, financial planning, cash flow management, retirement planning, investment management; Financial portfolio analysis services; Financial retirement plan consulting services; Financial risk management; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Strategic financial advisory services | 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 |
|---|---|---|---|
| Apr 3, 2014 | MAB1 | ABANDONMENT NOTICE MAILED - EXPRESS ABANDONMENT | — |
| Apr 3, 2014 | ABN1 | ABANDONMENT - EXPRESS MAILED | — |
| Apr 2, 2014 | EXAR | TEAS EXPRESS ABANDONMENT RECEIVED | — |
| Mar 13, 2014 | GNS3 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | — |
| Mar 13, 2014 | GNSL | LETTER OF SUSPENSION E-MAILED | — |
| Mar 13, 2014 | CNSL | SUSPENSION LETTER WRITTEN | — |
| Mar 1, 2014 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Mar 1, 2014 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 1, 2014 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Feb 11, 2014 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Feb 11, 2014 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Sep 1, 2013 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | 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. |
| Sep 1, 2013 | GNRT | NON-FINAL ACTION E-MAILED | 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. |
| Sep 1, 2013 | 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. |
| Aug 28, 2013 | DOCK | ASSIGNED TO EXAMINER | — |
| May 16, 2013 | MPMK | NOTICE OF PSEUDO MARK E-MAILED | — |
| May 15, 2013 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| May 13, 2013 | NWAP | NEW APPLICATION ENTERED | — |