USPTO serial 98328152
1-2
Reviewed by CopyMark Law Group
Status 606
- Filing date
- Status date
- Registration date
- —
- Examiner
- BRUNDAGE, DAVID WILLIAM
- Law office
- TMO LAW OFFICE 112
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
Chelmsford, MA, US
Chelmsford, MA, US
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Investment by electronic means; Investment advisory services; Investment management; Investment consultancy; Investment advice; Mortgage lending; Financial services, namely, money lending; Financial planning and investment advisory services; Financial services, namely, investment fund transfer and transaction services; Investment management of and distribution of annuities; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Annuity services, namely, account and investment administration; Insurance consultancy; Insurance information; Life insurance brokerage; Life insurance underwriting; Cryptocurrency exchange services featuring blockchain technology; Electronic transfer of cryptocurrency; Financial retirement plan consulting services for businesses; Financial retirement plan consulting services relating to 401k plans; Financial administration of retirement plans including 401k plans; Individual retirement account services; Investment advice in the fields of securities, retirement, and private and public equity; Investment consultation in the fields of securities, retirement, and private and public equity; Financial administration of retirement plans; Investment advisory and management services provided to employers relating to ERISA, employee benefit and employee retirement plans; financial consulting services in the field of retirement plans; Developing, processing and sponsoring retirement plans. | ACTIVE | — |
| 041 | Education services, namely, providing live and on-line seminars and workshops in the fields of finance, investing, insurance, and retirement planning | ACTIVE | — |
| 045 | Regulatory compliance consulting in the fields of employee benefits, health care plans, COBRA plans, HIPAA plans, ERISA plans, form 5500 filings, health savings accounts, flexible spending accounts, cafeteria plans and wrap plans; Regulatory compliance consulting in the field of retirement plan administration | 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 24, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Dec 22, 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. |
| Dec 22, 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. |
| May 20, 2025 | 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. |
| Mar 25, 2025 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Mar 25, 2025 | 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. |
| Mar 19, 2025 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Feb 28, 2025 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Feb 28, 2025 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Feb 28, 2025 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Feb 28, 2025 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Feb 28, 2025 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Feb 25, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Feb 25, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Feb 25, 2025 | 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 25, 2025 | NREV | NOTICE OF REVIVAL - E-MAILED | — |
| Feb 25, 2025 | PETG | PETITION TO REVIVE-GRANTED | — |
| Feb 25, 2025 | PROA | TEAS PETITION TO REVIVE RECEIVED | — |
| Feb 18, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Feb 18, 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. |
| Feb 18, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Feb 18, 2025 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Feb 18, 2025 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Nov 27, 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. |
| Nov 27, 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. |
| Jul 23, 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. |
| Jul 23, 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. |
| Jul 23, 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. |
| Jul 16, 2024 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 9, 2024 | MDSM | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Apr 9, 2024 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 22, 2023 | NWAP | NEW APPLICATION ENTERED | — |