USPTO serial 98598347
CAPA
Reviewed by CopyMark Law Group
Status 807Office Action
- Filing date
- Status date
- Registration date
- —
- Examiner
- SULLIVAN, JOHN C
- Law office
- TMO LAW OFFICE 133
What this means
The USPTO has issued an Office Action on this application. A response is typically required before the deadline, or the application can be abandoned.
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Owner
Glen Carbon, IL, US
Glen Carbon, IL, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Evan R. Sotiriou
Evan R. Sotiriou Burris Law, PLLC300 River Pl Dr. #1775Detroit, MI 48207United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Tax advisory services; Tax consulting services | ACTIVE | Feb 5, 2026 |
| 036 | Financial advice and consultancy services; Financial advisory services; Financial advisory services rendered using artificial intelligence (AI); Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, to support individuals regarding their financial, tax, and/or insurance related needs; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis and research services; Financial consultancy services; Financial consulting services, namely, expert analysis in finance; Financial counseling services, namely, helping others build a better working relationship with their money; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial planning and investment advisory services; Financial portfolio analysis services; Financial research and information services; Financial risk assessment services; Information, advisory, consultancy and financial research services relating to finance and investments; Insurance and financial information and consultancy services; On-line financial planning services; Providing financial advisory services; Providing financial advisory services in the field of digital currency; Providing financial advisory services in the field of virtual currency; Providing financial assessment services to advise and/or consult individuals regarding their financial, tax, and/or insurance related needs; Providing financial consultation services to advise individuals regarding their financial, tax, and/or insurance related needs; Providing financial information services to advise individuals regarding their financial, tax, and/or insurance related needs; Strategic financial advisory services; Strategic corporate financial advisory services | ACTIVE | Feb 5, 2026 |
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 |
|---|---|---|---|
| Sep 23, 2026 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Sep 23, 2026 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Jun 23, 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 23, 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 23, 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. |
| Jun 23, 2026 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Mar 25, 2026 | IUAF | USE AMENDMENT FILED | — |
| Mar 25, 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. |
| Sep 23, 2025 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Sep 22, 2025 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Sep 22, 2025 | EXT1 | SOU EXTENSION 1 FILED | — |
| Sep 22, 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 11, 2025 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Sep 11, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Sep 11, 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. |
| Sep 11, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Mar 25, 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. |
| Jan 28, 2025 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jan 28, 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. |
| Jan 22, 2025 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jan 3, 2025 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jan 2, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 1, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jun 12, 2024 | NWAP | NEW APPLICATION ENTERED | — |