USPTO serial 98703220
CAPITALIZE
Reviewed by CopyMark Law Group
Status 660Office Action
- Filing date
- Status date
- Registration date
- —
- Examiner
- LEE, CATHERINE ANNE
- Law office
- TMO LAW OFFICE 110
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
San Francisco, CA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Kari Moyer-Henry
Kari Moyer-Henry Lewis Kohn & Walker LLP17085 Via Del CampoSan Diego, CA 92127United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 041 | Educational services, namely, conducting conferences in the fields of investment, finance, economics, business, financial planning, portfolio management, money management, investment strategy, asset allocation, and practice management and technology | 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 |
|---|---|---|---|
| Sep 14, 2026 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Sep 14, 2026 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Jun 16, 2026 | GNS1 | NOTIFICATION OF SUBSEQUENT FINAL EMAILED | — |
| Jun 16, 2026 | GNSF | SUBSEQUENT FINAL EMAILED | — |
| Jun 16, 2026 | CFRC | SUBSEQUENT FINAL REFUSAL WRITTEN | — |
| Jun 10, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jun 10, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 10, 2026 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Mar 9, 2026 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Mar 9, 2026 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Dec 10, 2025 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Dec 10, 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 10, 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. |
| Aug 26, 2025 | GNS3 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | — |
| Aug 26, 2025 | GNSL | LETTER OF SUSPENSION E-MAILED | — |
| Aug 26, 2025 | CNSL | SUSPENSION LETTER WRITTEN | — |
| Aug 25, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Aug 25, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Aug 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. |
| May 21, 2025 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| May 21, 2025 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Feb 25, 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 25, 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 25, 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. |
| Feb 24, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Aug 16, 2024 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Aug 16, 2024 | NWAP | NEW APPLICATION ENTERED | — |