USPTO serial 97049443
THE B.O.S.S. RETIREMENT TAX ANALYSIS
Reviewed by CopyMark Law Group
Status 807Office Action
- Filing date
- Status date
- Registration date
- —
- Examiner
- FITZSIMONS, MICHAEL R
- Law office
- TMEG LAW OFFICE 103
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
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
John C. Stringham
John C. Stringham WORKMAN NYDEGGER60 E. SOUTH TEMPLE, SUITE 1000SALT LAKE CITY, UT 84111United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 016 | Books, ebooks, workbooks and publications, namely, printed pamphlets, brochures, newsletter, journals and magazines in the field of asset and wealth optimization and management, retirement planning, estate planning, financial planning, tax optimization, social security and Medicare | ACTIVE | — |
| 035 | Business consultation services in the field of asset and wealth optimization and management, retirement planning, estate planning and financial planning using securities based insurance; business consultation services in the field of social security benefit analysis and strategy; business consultation services in the field of financial strategy; business consultation services in the field of retirement planning; business consultation services in the field of insurance, namely, medicare; on-line retail store services featuring pre-recorded CDs, DVDs, books, workbooks and publications, namely, pamphlets, brochures, newsletters, journals and magazines, all in the field of asset and wealth optimization and management, retirement planning, estate planning and financial planning; tax planning services | ACTIVE | — |
| 036 | Investment management services in the field of asset and wealth optimization and management, retirement planning, estate planning and financial planning; financial planning; providing financial services with respect to securities and other financial instruments and products, namely, money management; securities brokerage services; investment management services in the field of private placement of securities; investment management services in the field of initial public offerings; providing financial information in the field of retirement planning; retirement plan administration services; retirement fund investment services; underwriting, issuance and administration of annuities; financial consultation services in the field of annuities; providing financial information by electronic means; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; financial strategy services, namely, estate and financial trust planning, probate administration services, charitable giving planning, estate planning; consulting services in the field of health insurance, namely, providing comparison and consultation of Medicare and social security benefits, retirement planning and financial risk assessment | ACTIVE | — |
| 041 | Educational services, namely, conducting workshops, seminars and webinars in the field of asset and wealth optimization and management, retirement planning, estate planning and financial planning; educational services, namely, the presentation of seminars, lectures, workshops, panel discussions, podcast interviews, public speaking events and ongoing television and radio talk shows all in the field of public interest concerning financial optimization and management, retirement planning, estate planning and financial planning; providing online, non-downloadable pre-recorded videos featuring information in the field of asset and wealth optimization and management; providing online, non-downloadable pre-recorded videos featuring information in the field of retirement planning, estate planning and 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.
- Other trademarks owned by Infinity Publishing, LLC
- Other trademarks owned by Infinity Publishing, LLC
- Other trademarks in Class 016
- Other trademarks in Class 035
- Other trademarks in Class 036
- Other trademarks in Class 041
- Similar marks named THE B.O.S.S. RETIREMENT TAX ANALYSIS
- Prosecution event GNRN explained
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 13, 2026 | 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. |
| Oct 13, 2026 | 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. |
| Oct 13, 2026 | CNRT | SU - 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. |
| Sep 8, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 8, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 8, 2026 | ALIE | ASSIGNED TO LIE | — |
| Sep 3, 2026 | 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. |
| Aug 4, 2026 | 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. |
| Aug 4, 2026 | 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. |
| Aug 4, 2026 | CNRT | SU - 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 16, 2026 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jul 15, 2026 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Jul 15, 2026 | EX5G | SOU EXTENSION 5 GRANTED | — |
| Jul 15, 2026 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Mar 4, 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. |
| Mar 3, 2026 | EXT5 | SOU EXTENSION 5 FILED | — |
| Sep 22, 2025 | IUAF | USE AMENDMENT FILED | — |
| Sep 22, 2025 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Sep 15, 2025 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Sep 3, 2025 | EX4G | SOU EXTENSION 4 GRANTED | — |
| Sep 3, 2025 | EXT4 | SOU EXTENSION 4 FILED | — |
| Sep 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. |
| Mar 6, 2025 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Mar 5, 2025 | EX3G | SOU EXTENSION 3 GRANTED | — |
| Mar 5, 2025 | EXT3 | SOU EXTENSION 3 FILED | — |
| Mar 5, 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 5, 2024 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Sep 5, 2024 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Sep 5, 2024 | EXT2 | SOU EXTENSION 2 FILED | — |
| Sep 5, 2024 | 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. |
| Mar 29, 2024 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 6, 2024 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Mar 5, 2024 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Mar 5, 2024 | EXT1 | SOU EXTENSION 1 FILED | — |
| Mar 5, 2024 | 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 5, 2023 | 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. |
| Jul 11, 2023 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jul 11, 2023 | 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. |
| Jun 21, 2023 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jun 2, 2023 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 7, 2023 | 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. |
| Mar 7, 2023 | 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. |
| Mar 7, 2023 | 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. |
| Mar 5, 2023 | ZZZX | PREVIOUS ALLOWANCE COUNT WITHDRAWN | — |
| Jan 31, 2023 | PBCR | WITHDRAWN FROM PUB - OG REVIEW QUERY | — |
| Jan 18, 2023 | FIXD | ELECTRONIC RECORD REVIEW COMPLETE | — |
| Jan 13, 2023 | ERRR | ON HOLD - ELECTRONIC RECORD REVIEW REQUIRED | — |
| Jan 6, 2023 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Dec 21, 2022 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Dec 20, 2022 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Dec 20, 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. |
| Jul 8, 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. |
| Jul 8, 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. |
| Jul 8, 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. |
| Jul 8, 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. |
| Jul 8, 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. |
| Jul 8, 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. |
| Jun 28, 2022 | DOCK | ASSIGNED TO EXAMINER | — |
| Oct 27, 2021 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Oct 1, 2021 | NWAP | NEW APPLICATION ENTERED | — |