USPTO serial 98021212
WEALTH ALIGNMENT
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Nov 3, 2026
- Examiner
- BERNS, LEE ANNE
- 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.
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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.
Tim Billick
Tim Billick Practus LLP11300 Tomahawk Creek Pkwy Suite 310Leawood, KS 66211United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial services, namely, investment brokerage services, financial planning for retirement, financial planning services, and securities brokerage; retirement fund investment services; retirement plan administration services, namely, financial administration of retirement plans; individual retirement account services; estate planning; estate trust planning; financial services, namely, coordination of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Philanthropic services concerning monetary grants to programs and projects conducted by groups and non-profits for activities supporting strengthening and sustaining well-balanced finances, mental fitness, lifestyle wellness, and personal wellness; Financial investments in the nature of providing funding to entities and programs related to strengthening and sustaining well-balanced finances, mental fitness, lifestyle wellness, and personal wellness; Financial investments in entities and programs supporting innovation in the fields of finances, mental health, lifestyle wellness, and personal wellness; Finance-related consulting services for individuals and entities; Counseling in the field of developing, strengthening, and sustaining well-balanced finances | ACTIVE | Feb 12, 2024 |
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 |
|---|---|---|---|
| Nov 3, 2026 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Nov 3, 2026 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Oct 13, 2026 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Oct 13, 2026 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Sep 21, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 21, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 21, 2026 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Sep 17, 2026 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Sep 17, 2026 | 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. |
| Sep 17, 2026 | CNFR | SU - 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. |
| Aug 14, 2026 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Aug 14, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Aug 14, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Aug 14, 2026 | ALIE | ASSIGNED TO LIE | — |
| Aug 11, 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. |
| Jun 22, 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. |
| Jun 22, 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. |
| Jun 22, 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. |
| May 28, 2026 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Jan 27, 2026 | IUAF | USE AMENDMENT FILED | — |
| Jan 27, 2026 | 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. |
| Jan 27, 2026 | TPEX | SOU EXTENSION RECEIVED WITH TEAS PETITION | — |
| Jan 27, 2026 | NREV | NOTICE OF REVIVAL - E-MAILED | — |
| Jan 27, 2026 | PETG | PETITION TO REVIVE-GRANTED | — |
| Jan 27, 2026 | PROA | TEAS PETITION TO REVIVE RECEIVED | — |
| Oct 14, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Oct 14, 2025 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | 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. |
| Oct 14, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Oct 6, 2025 | MAB6 | ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED | The intent-to-use application was abandoned because no acceptable Statement of Use (or valid extension) was filed before the Notice of Allowance deadline expired. The application is dead unless revived within a limited window. |
| Oct 6, 2025 | ABN6 | ABANDONMENT - NO USE STATEMENT FILED | The intent-to-use application was abandoned because no acceptable Statement of Use (or valid extension) was filed before the Notice of Allowance deadline expired. The application is dead unless revived within a limited window. |
| Mar 4, 2025 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Mar 4, 2025 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Mar 3, 2025 | EXT1 | SOU EXTENSION 1 FILED | — |
| Mar 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. |
| Sep 3, 2024 | 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 9, 2024 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jul 9, 2024 | 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 19, 2024 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| May 31, 2024 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| May 31, 2024 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| May 31, 2024 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| May 31, 2024 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| May 31, 2024 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| May 17, 2024 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| May 17, 2024 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| May 17, 2024 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| May 17, 2024 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| May 1, 2024 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Apr 30, 2024 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Apr 30, 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. |
| Feb 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. |
| Feb 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. |
| Feb 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. |
| Feb 12, 2024 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 2, 2023 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jun 3, 2023 | NWAP | NEW APPLICATION ENTERED | — |