USPTO serial 97039149
Reviewed by CopyMark Law Group
The USPTO has issued a Notice of Allowance. To complete registration you generally need to file a Statement of Use or an extension request before the deadline.
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.
Plus Government fees of $600
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
William Zac Duffy
William Zac Duffy Munsch Hardt Kopf & Harr, PC500 N. Akard Street, Suite 4000Dallas, TX 75201United States| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable client data and relationship management software for use in managing health care data for clients, providing insurance and Medicare insurance quotes, digital distribution of healthcare information, enrolling clients into insurance and Medicare coverage, and for researching insurance and Medicare coverage options | ACTIVE | — |
| 035 | providing business intelligence services to others in the development, marketing, and distribution of life, health, long-term care, final expense, and commercial insurance products and retirement products; providing insurance related lead generation services; outsource service provider, namely, operation of telephone call centers for others | ACTIVE | — |
| 036 | Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; investment advisory services; outsource service provider in the field of insurance administration and financial planning including financial planning in the field of retirement | ACTIVE | — |
| 042 | Providing temporary use of on-line non-downloadable computer software for use in managing health care data for clients, providing insurance and Medicare insurance quotes, digital distribution of healthcare information, and for enrolling clients into insurance and Medicare coverage, and for researching insurance and Medicare coverage options | ACTIVE | — |
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
| Date | Code | Event | What it means |
|---|---|---|---|
| Jun 2, 2026 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Jun 2, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 2, 2026 | 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. |
| Jun 2, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jun 2, 2026 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jun 1, 2026 | EX3G | SOU EXTENSION 3 GRANTED | — |
| Jun 1, 2026 | EXT3 | SOU EXTENSION 3 FILED | — |
| Jun 1, 2026 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Dec 11, 2025 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Dec 10, 2025 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Dec 10, 2025 | EXT2 | SOU EXTENSION 2 FILED | — |
| Dec 10, 2025 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Sep 15, 2025 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jul 17, 2025 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jul 15, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jul 15, 2025 | 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. |
| Jul 15, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jun 3, 2025 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Jun 3, 2025 | EXT1 | SOU EXTENSION 1 FILED | — |
| Jun 3, 2025 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Dec 10, 2024 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Oct 29, 2024 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Oct 29, 2024 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Oct 9, 2024 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Sep 18, 2024 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Aug 15, 2024 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Aug 15, 2024 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Aug 15, 2024 | 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. |
| May 13, 2024 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| May 13, 2024 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Feb 15, 2024 | 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. |
| Feb 15, 2024 | 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. |
| Feb 15, 2024 | 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. |
| Feb 5, 2024 | RCCK | SUSPENSION CHECKED - TO ATTORNEY FOR ACTION | — |
| Jul 15, 2023 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| Jan 3, 2023 | GNS3 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | — |
| Jan 3, 2023 | GNSL | LETTER OF SUSPENSION E-MAILED | — |
| Jan 3, 2023 | CNSL | SUSPENSION LETTER WRITTEN | — |
| Dec 5, 2022 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Dec 4, 2022 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Dec 4, 2022 | 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. |
| Jun 3, 2022 | 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. |
| Jun 3, 2022 | 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. |
| Jun 3, 2022 | 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. |
| May 26, 2022 | DOCK | ASSIGNED TO EXAMINER | — |
| Dec 17, 2021 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Dec 17, 2021 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Dec 17, 2021 | 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. |
| Dec 17, 2021 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Dec 17, 2021 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Oct 25, 2021 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Sep 25, 2021 | NWAP | NEW APPLICATION ENTERED | — |