USPTO serial 98607170
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Status 731Notice of Allowance
- Filing date
- Status date
- Registration date
- —
- Examiner
- SHINER, MARK W
- 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
Boston, MA, US
Boston, MA, US
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Providing information in the field of wealth management; Financial advisory services, namely, wealth preservation and intergenerational wealth transfer planning services. | ACTIVE | — |
| 041 | Production and distribution of videos in the field of family management and relationships; Providing on-line non-downloadable articles in the field of in the field of family management and relationships; Providing on-line newsletters in the field of family management and relationships; Online publication of blogs in the field of family management and relationships; Education services, namely, providing non-downloadable webinars in the field of family management and relationships; Entertainment services, namely, providing podcasts in the field of family management and relationships; providing in-person learning forums in the field of family management and relationships. | ACTIVE | — |
| 045 | Online information services in the field of intrafamily relationships as they related to intergenerational wealth; Providing a website featuring information in the fields of personal relationships and personal relationship communication practices and services. | 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 |
|---|---|---|---|
| Jul 15, 2026 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jul 14, 2026 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Jul 14, 2026 | EXT2 | SOU EXTENSION 2 FILED | — |
| Jul 14, 2026 | 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. |
| Jan 15, 2026 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jan 14, 2026 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Jan 14, 2026 | EXT1 | SOU EXTENSION 1 FILED | — |
| Jan 14, 2026 | 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. |
| Jul 22, 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. |
| May 27, 2025 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| May 27, 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. |
| May 21, 2025 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Apr 23, 2025 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 24, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 21, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Mar 21, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 21, 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. |
| Jan 15, 2025 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Jan 15, 2025 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Oct 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. |
| Oct 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. |
| Oct 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. |
| Oct 11, 2024 | DOCK | ASSIGNED TO EXAMINER | — |
| Jun 18, 2024 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jun 18, 2024 | NWAP | NEW APPLICATION ENTERED | — |