USPTO serial 97409164
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This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.
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The USPTO lists this attorney as the applicant's representative for correspondence on this application.
HEATHER E BALMAT
Heather E Balmat BOWDITCH & DEWEY LLP311 MAIN STREET, PO BOX 15156WORCESTER, MA 01615-0156United States| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Business advisory services for family-owned businesses; business advisory services for the governance, succession, and next-generation education in family-owned businesses and family offices; family office services, namely, business advisory and consultancy services related to family business planning; family office services, namely business activity facilitation and administration of family offices, and strategic business planning; family office services, namely business planning in the nature of creating, implementing, and executing family legacy strategic business plans; business succession planning; business management consulting, business strategic planning and business advisory services provided to business owners, family offices, and ultra-high-net worth individuals; business advisory services, namely, advising on how to set up a family office or design new family offices in the nature of providing advice on the structure and staffing of family offices, providing advice on the selection of legal and wealth management partners to work with the family office, and advising on insourcing and outsourcing decisions; business advisory services, namely, business evaluation of current family offices and providing advice on structure and staffing, selection of legal and wealth management partners to work with the family office, and advising on insourcing and outsourcing decisions | 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 |
|---|---|---|---|
| Apr 1, 2025 | MAB3 | ABANDONMENT NOTICE MAILED - AFTER EX PARTE APPEAL | — |
| Mar 24, 2025 | ABN3 | ABANDONMENT - AFTER EX PARTE APPEAL | — |
| Mar 24, 2025 | EXPT | EXPARTE APPEAL TERMINATED | — |
| Feb 10, 2025 | EXFB | EXPARTE APPEAL DISMISSED - FAILURE TO FILE BRIEF | — |
| Oct 29, 2024 | RDX3 | NOTIFICATION FOR REQ FOR RECON DENIED NO APPEAL FILED | — |
| Oct 29, 2024 | RDX1 | ACTION FOR REQ FOR RECON DENIED NO APPEAL FILED E-MAILED | — |
| Oct 29, 2024 | RRDX | ACTION REQ FOR RECON DENIED NO APPEAL FILED COUNTED NOT MAILED | — |
| Oct 3, 2024 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Oct 3, 2024 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Oct 3, 2024 | ALIE | ASSIGNED TO LIE | — |
| Aug 28, 2024 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Aug 28, 2024 | EXPI | EX PARTE APPEAL-INSTITUTED | — |
| Aug 28, 2024 | JURT | JURISDICTION RESTORED TO EXAMINING ATTORNEY | — |
| Aug 28, 2024 | EXAF | EXPARTE APPEAL RECEIVED AT TTAB | — |
| Jun 3, 2024 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Jun 3, 2024 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Mar 4, 2024 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Mar 4, 2024 | 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. |
| Mar 4, 2024 | 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. |
| Nov 1, 2023 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Nov 1, 2023 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Nov 1, 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. |
| Aug 29, 2023 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Aug 29, 2023 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| May 30, 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. |
| May 30, 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. |
| May 30, 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 2, 2023 | DOCK | ASSIGNED TO EXAMINER | — |
| May 19, 2022 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| May 18, 2022 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| May 17, 2022 | NWAP | NEW APPLICATION ENTERED | — |