USPTO serial 97689281
AMPERSAND
Reviewed by CopyMark Law Group
Status 688Notice of Allowance
- Filing date
- Status date
- Registration date
- —
- Examiner
- FICKES, JERI J
- Law office
- INTENT TO USE SECTION
What this means
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.
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Owner
Waukesha, WI, US
Waukesha, WI, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
DANIEL E KATTMAN
DANIEL E KATTMAN REINHART BOERNER VAN DEUREN SC1000 N WATER STREET, SUITE 1700MILWAUKEE, WI 53202United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Advisory and consulting services related to financial records management in the nature of balance sheet management; Advisory and consulting services related to preparation of business profitability studies; Advisory and consulting services related to business strategic planning services; all of the foregoing for banks, credit unions, funds, and other related financial services businesses | ACTIVE | — |
| 036 | Financial services, namely, cash deposit aggregation; Financial services, namely, loan aggregation and brokerage; Strategic financial advisory services; all of the foregoing for banks, credit unions, funds, and other related financial services businesses | 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.
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Aug 18, 2026 | 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. |
| Jun 23, 2026 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jun 23, 2026 | 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 17, 2026 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| May 23, 2026 | EXPT | EXPARTE APPEAL TERMINATED | — |
| May 23, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| May 8, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 8, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 8, 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. |
| Feb 8, 2026 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Feb 8, 2026 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Nov 8, 2025 | 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. |
| Nov 8, 2025 | 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. |
| Nov 8, 2025 | 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. |
| Oct 27, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Oct 27, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Oct 27, 2025 | ALIE | ASSIGNED TO LIE | — |
| Oct 16, 2025 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Oct 16, 2025 | EXPI | EX PARTE APPEAL-INSTITUTED | — |
| Oct 16, 2025 | JURT | JURISDICTION RESTORED TO EXAMINING ATTORNEY | — |
| Oct 16, 2025 | EXAF | EXPARTE APPEAL RECEIVED AT TTAB | — |
| Jul 16, 2025 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Jul 16, 2025 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Apr 16, 2025 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Apr 16, 2025 | 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. |
| Apr 16, 2025 | 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. |
| Mar 24, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jan 28, 2025 | RGRR | REINSTATEMENT GRANTED - RESPONSE RECEIVED | — |
| Jan 27, 2025 | APET | ASSIGNED TO PETITION STAFF | — |
| Dec 22, 2024 | ERRS | TEAS REQUEST FOR REINSTATEMENT | — |
| Dec 3, 2024 | MAB2 | ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND | The trademark application was abandoned because a required response or document was not filed by the deadline — usually a missed Office Action response. The application is dead unless a petition to revive is granted within a limited time. |
| Dec 3, 2024 | ABN2 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE | The trademark application was abandoned because a required response or document was not filed by the deadline — usually a missed Office Action response. The application is dead unless a petition to revive is granted within a limited time. |
| Nov 21, 2024 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Nov 21, 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. |
| Aug 21, 2024 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Aug 21, 2024 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| May 21, 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. |
| May 21, 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. |
| May 21, 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. |
| Mar 12, 2024 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Mar 11, 2024 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 11, 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. |
| Dec 10, 2023 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Dec 10, 2023 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Sep 10, 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. |
| Sep 10, 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. |
| Sep 10, 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. |
| Sep 4, 2023 | DOCK | ASSIGNED TO EXAMINER | — |
| Dec 14, 2022 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Nov 25, 2022 | NWAP | NEW APPLICATION ENTERED | — |