USPTO serial 97129474
FINANCIAL CONCIERGE
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jan 16, 2024
- Examiner
- FLOWERS, JAY K
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
Need help with FINANCIAL CONCIERGE?
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.
Current trademark owner
Monitor this mark, or talk with CopyMark about this registration.
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
BETH H. ALTER
BETH H. ALTER SEWARD & KISSEL LLPONE BATTERY PARK PLAZANEW YORK, NY 10004UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial planning in connection with funding options for senior living expenses; consumer lending services, namely, loans for senior living expenses | ACTIVE | Aug 8, 2023 |
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 |
|---|---|---|---|
| Jan 22, 2024 | NRCS | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Jan 16, 2024 | NRCS | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Jan 16, 2024 | NRCS | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Jan 16, 2024 | R.SR | REGISTERED-SUPPLEMENTAL REGISTER | Your mark is registered on the Supplemental Register, which is available for marks that are not yet distinctive enough for the Principal Register but can still identify a source. Protection is more limited than Principal Register registration but can later support a Principal Register application. |
| Oct 14, 2023 | EXPT | EXPARTE APPEAL TERMINATED | — |
| Aug 16, 2023 | AAUA | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED | — |
| Aug 15, 2023 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Aug 15, 2023 | IUAA | USE AMENDMENT ACCEPTED | — |
| Aug 10, 2023 | AUPC | AMENDMENT TO USE PROCESSING COMPLETE | — |
| Aug 10, 2023 | IUAF | USE AMENDMENT FILED | — |
| Aug 9, 2023 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Aug 9, 2023 | EAAU | TEAS AMENDMENT OF USE RECEIVED | — |
| Aug 9, 2023 | EXPI | EX PARTE APPEAL-INSTITUTED | — |
| Aug 9, 2023 | JURT | JURISDICTION RESTORED TO EXAMINING ATTORNEY | — |
| Aug 9, 2023 | EXAF | EXPARTE APPEAL RECEIVED AT TTAB | — |
| Aug 9, 2023 | EXAF | EXPARTE APPEAL RECEIVED AT TTAB | — |
| Aug 9, 2023 | EXAF | EXPARTE APPEAL RECEIVED AT TTAB | — |
| Aug 9, 2023 | EXAF | EXPARTE APPEAL RECEIVED AT TTAB | — |
| Aug 9, 2023 | EXAF | EXPARTE APPEAL RECEIVED AT TTAB | — |
| May 8, 2023 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| May 8, 2023 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Feb 11, 2023 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Feb 11, 2023 | GNFR | FINAL REFUSAL E-MAILED | A 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. |
| Feb 11, 2023 | CNFR | FINAL REFUSAL WRITTEN | A 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. |
| Jan 21, 2023 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jan 20, 2023 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jan 20, 2023 | 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 22, 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 22, 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 22, 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 20, 2022 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 22, 2021 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Nov 20, 2021 | NWAP | NEW APPLICATION ENTERED | — |