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Drawing for PERSONAL STRATEGY+

USPTO serial 97111139

PERSONAL STRATEGY+

Reviewed by CopyMark Law Group

Status 819
Filing date
Status date
Registration date
—
Examiner
MOLINOFF, JEFFREY S.
Law office
PUBLICATION AND ISSUE SECTION

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.

Adam S. Weiss

Adam S. Weiss Polsinelli PCPO Box 140310Kansas City, MO 64114-0310United States

Goods and services

ClassDescriptionStatusFirst use
035Database management; Financial and investments records management services offered through the, organizing and indexing of electronic databases of financial and investments records for others; Providing information consisting of business news, information, opinion and advice via computer networks, the Internet, mobile devices; Referrals in the field of investment advice and financial planning; Directing orders for securities trades by means of computer software and applications which automatically directs trades to the best location for executing such orders; Providing consumer news and information in the field of educational products and services that help individuals and businesses make and save money; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Providing business information via a website; Providing information and news in the field of business; Business advisory services, consultancy and information; Information services relating to business matter; providing an online computer website that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference informationACTIVE—

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

DateCodeEventWhat it means
Oct 8, 2026SUNANOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED—
Oct 8, 2026CNPRALLOWED PRINCIPAL REGISTER - SOU ACCEPTED—
Sep 15, 2026SUPCSTATEMENT OF USE PROCESSING COMPLETE—
Sep 14, 2026IUAFUSE AMENDMENT FILED—
Sep 14, 2026EISUTEAS STATEMENT OF USE RECEIVEDThe 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.
Jun 30, 2026EWAFTEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS—
Jun 30, 2026TCCATEAS CHANGE OF CORRESPONDENCE RECEIVED—
Jun 30, 2026ARAAATTORNEY/DOM.REP.REVOKED AND/OR APPOINTEDThis 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 30, 2026REAPTEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED—
Jun 30, 2026CHANAPPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED—
Jun 30, 2026COARTEAS CHANGE OF OWNER ADDRESS RECEIVED—
Jun 30, 2026WOAGWITHDRAWAL OF ATTORNEY GRANTED—
Jun 30, 2026WOARTEAS WITHDRAWAL OF ATTORNEY RECEIVED—
Mar 5, 2026EXRANOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED—
Mar 5, 2026EX5GSOU EXTENSION 5 GRANTED—
Mar 4, 2026EXT5SOU EXTENSION 5 FILED—
Mar 4, 2026EEXTSOU TEAS EXTENSION RECEIVEDThe 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, 2025EXRANOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED—
Sep 15, 2025EX4GSOU EXTENSION 4 GRANTED—
Sep 12, 2025EEXTSOU TEAS EXTENSION RECEIVEDThe 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 11, 2025EXT4SOU EXTENSION 4 FILED—
Jul 8, 2025EXRANOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED—
Jul 8, 2025EX3GSOU EXTENSION 3 GRANTED—
Jul 8, 2025AITUCASE ASSIGNED TO INTENT TO USE PARALEGAL—
Mar 12, 2025EEXTSOU TEAS EXTENSION RECEIVEDThe 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 11, 2025EXT3SOU EXTENSION 3 FILED—
Sep 12, 2024EXRANOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED—
Sep 12, 2024EX2GSOU EXTENSION 2 GRANTED—
Sep 12, 2024EXT2SOU EXTENSION 2 FILED—
Sep 12, 2024EEXTSOU TEAS EXTENSION RECEIVEDThe 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 13, 2024EXRANOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED—
Mar 12, 2024EX1GSOU EXTENSION 1 GRANTED—
Mar 12, 2024EXT1SOU EXTENSION 1 FILED—
Mar 12, 2024EEXTSOU TEAS EXTENSION RECEIVEDThe 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 12, 2023NOAMNOA E-MAILED - SOU REQUIRED FROM APPLICANTA 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 18, 2023NPUBOFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED—
Jul 18, 2023PUBOPUBLISHED FOR OPPOSITIONYour 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 28, 2023NONPNOTIFICATION OF NOTICE OF PUBLICATION E-MAILED—
Jun 22, 2023EXPTEXPARTE APPEAL TERMINATED—
Jun 14, 2023CNSAAPPROVED FOR PUB - PRINCIPAL REGISTER—
May 22, 2023DPCCDIVISIONAL PROCESSING COMPLETE—
May 19, 2023AITUCASE ASSIGNED TO INTENT TO USE PARALEGAL—
Apr 7, 2023DRRRDIVISIONAL REQUEST RECEIVED—
Apr 7, 2023ERFRTEAS REQUEST FOR RECONSIDERATION RECEIVED—
Apr 7, 2023ERTDTEAS REQUEST TO DIVIDE RECEIVED—
Apr 7, 2023EXPIEX PARTE APPEAL-INSTITUTED—
Apr 7, 2023JURTJURISDICTION RESTORED TO EXAMINING ATTORNEY—
Apr 7, 2023EXAFEXPARTE APPEAL RECEIVED AT TTAB—
Nov 25, 2022ASGNAUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP—
Oct 7, 2022GNFNNOTIFICATION OF FINAL REFUSAL EMAILED—
Oct 7, 2022GNFRFINAL REFUSAL E-MAILEDA final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon.
Oct 7, 2022CNFRFINAL REFUSAL WRITTENA final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon.
Jul 19, 2022TEMETEAS/EMAIL CORRESPONDENCE ENTERED—
Jul 19, 2022CRFACORRESPONDENCE RECEIVED IN LAW OFFICE—
Jul 19, 2022TROATEAS RESPONSE TO OFFICE ACTION RECEIVEDThis 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 10, 2022GNRNNOTIFICATION OF NON-FINAL ACTION E-MAILEDA 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 10, 2022GNRTNON-FINAL ACTION E-MAILEDA 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 10, 2022CNRTNON-FINAL ACTION WRITTENA 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 3, 2022DOCKASSIGNED TO EXAMINER—
Nov 16, 2021NWOSNEW APPLICATION OFFICE SUPPLIED DATA ENTERED—
Nov 9, 2021NWAPNEW APPLICATION ENTERED—

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