USPTO serial 98700990
MÁS CON FIDELITY
Reviewed by CopyMark Law Group
Status 641Office Action
- Filing date
- Status date
- Registration date
- —
- Examiner
- VIVEROS, KEMBERLY D
- Law office
- TMO LAW OFFICE 136
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
Boston, MA, US
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable computer software applications for managing investment portfolios; downloadable computer software applications used by financial service providers for contact management; downloadable computer software applications for initiating, processing and tracking financial transactions; computer software for portfolio modeling; downloadable computer software applications for maintaining, managing and reporting financial information; downloadable computer software applications for use by financial service providers to obtain investment transaction and account information; downloadable computer software applications for use in obtaining access to, and enhancing the user's experience of, an Internet web site which provides news, information and online financial services. | ACTIVE | — |
| 016 | Printed booklets and brochures in the field of investments and financial services. | ACTIVE | — |
| 035 | Providing referral services in the field of investment advice and financial planning; Providing business information to financial service providers by means of an Internet web site, in the field of business marketing; consulting services in the field of marketing financial services; marketing services rendered to members of the financial services industry, namely, business marketing consulting services, creating and designing promotional materials for use by financial service providers and assisting financial service providers with implementing their own direct mail campaigns, and developing advertising campaigns and public relations campaigns; personnel placement and recruiting services; promoting public awareness of the need for investment planning. | ACTIVE | — |
| 036 | Providing financial investment information services to individuals by providing personalized investment information by electronic mail; Providing financial information services, namely, to agency services in the field of securities; financial administration of retirement plans; providing financial information in the field of retirement planning; real estate investment services; mutual fund financial information provided by electronic means; Providing financial advisory services, namely, money management; Financial administration of employee benefit plans concerning insurance and finance, defined employee benefit plans concerning insurance and finance, defined contribution plans in the nature of retirement plans and employee pension plans; Mutual fund investment services; providing retirement plan sponsors with financial news and information, information about retirement planning, investment account information, and information about mutual fund performance; financial administration and investment management services rendered to non-profit organizations; electronic bill payment services; financial administration of credit card accounts; financial analysis; donor advised investment of funds for charitable purposes; Financial risk management services; charitable fundraising services; financial services rendered primarily to states, municipalities and tax exempt organizations, namely, providing financial news and information and investment account information by means of the Internet; real estate management services; providing financial information by electronic means; Financial consulting services rendered to employers with respect to the design and administration of employee benefit plans concerning insurance and finance; financial market information services, namely, compiling, analyzing and providing information regarding securities; investment management in the field of private placement of securities; providing research in the field of investments and finance; Providing financial information services relating to the transition from work to retirement or from one job to another; automated mutual fund brokerage clearinghouse services and mutual fund custody services; investment management services; providing financial information about employee stock option plans to participants and potential participants in such plans; financial and actuarial consulting services; insurance brokerage services; financial services, namely, compiling and analyzing, organizing being financial consulting, financial management and reporting in the nature of providing user specific financial information by means of the Internet, in the field of investment accounts, bank accounts, credit card accounts, frequent flyer award accounts and other personal financial data; consulting services in the field of insurance; financial planning; investment advice in the field of retirement; retirement fund investment services; investment management in the field of initial public offerings; providing an online computer database featuring financial information of general interest to investors; securities brokerage services; Providing financial investment information services to individuals relating to personalized investment information, investment account management and securities brokerage services, all by means of wireless communication devices and by means of the Internet; Financial administration of stock option plans, employer stock purchase plans and directed share programs for others; life insurance and annuity underwriting services; securities brokerage services provided to holders of stock options; automated securities trade execution services; providing online computer database in the field of securities prices information; electric fund transfer services; loan financing. | ACTIVE | — |
| 041 | Providing information in the field of financial education to financial service providers by means of an Internet web site; Education and entertainment services, namely, a web-based non-downloadable continuing video series featuring financial education and insights specific to the Latino Community; arranging and conducting online workshops in the field of investments and financial planning; providing online newsletters in the field of investments, finance and related subjects; Educational services, namely, conducting classes, workshops, seminars and conferences in the field of investments and in the field of marketing financial services; and distributing course materials in connection therewith. | 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.
- Other trademarks owned by FMR LLC
- Other trademarks in Class 009
- Other trademarks in Class 016
- Other trademarks in Class 035
- Other trademarks in Class 036
- Other trademarks in Class 041
- Similar marks named MÁS CON FIDELITY
- Prosecution event GNRN explained
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 5, 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. |
| Oct 5, 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. |
| Oct 5, 2026 | 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 25, 2026 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Mar 25, 2026 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Mar 25, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Mar 25, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 25, 2026 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Dec 30, 2025 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Dec 30, 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. |
| Dec 30, 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. |
| Jul 22, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jul 22, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jul 22, 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. |
| Apr 21, 2025 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Apr 21, 2025 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Feb 3, 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. |
| Feb 3, 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. |
| Feb 3, 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. |
| Jan 28, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 17, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Aug 15, 2024 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Aug 15, 2024 | NWAP | NEW APPLICATION ENTERED | — |