USPTO serial 98791855
FI
Reviewed by CopyMark Law Group
Status 807Office Action
- Filing date
- Status date
- Registration date
- —
- Examiner
- CORNWELL, ANDREA B
- Law office
- TMO LAW OFFICE 115
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
Des Moines, IA, US
Des Moines, IA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
David M. Breiner
David M. Breiner BrownWinick Law Firm666 Grand Ave Suite 2000Des Moines, IA 50309United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Tax advisory services; tax planning, information and consultancy services; tax preparation services; accounting services | ACTIVE | Jan 2, 2025 |
| 036 | Financial planning services; investment management services; estate planning; Financial services, namely, financial planning and consultation in the field of retirement and estate planning; business owner services, namely, financial retirement plan consultation; financial services, namely, investment management, investment advisory services, and asset management services; Insurance and annuities administration information; Insurance and annuities brokerage; Insurance and annuities administration advisory services; Financial advisory services; Investment advisory services | ACTIVE | Jan 2, 2025 |
| 045 | Office of Supervisory Jurisdiction (OSJ) services for financial advisors in the nature of reviewing standards and practices to assure compliance with financial reporting laws and regulations via annual inspections, either on sight or virtually, namely, review of financial accounts and transactions, correspondence and communications, accounting books and records, checking accounts, and financial professionals' general business overview | ACTIVE | Jan 2, 2025 |
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 31, 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. |
| Aug 31, 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. |
| Aug 31, 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. |
| Aug 11, 2026 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Jun 18, 2026 | IUAF | USE AMENDMENT FILED | — |
| Jun 18, 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. |
| Feb 10, 2026 | 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. |
| Dec 16, 2025 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Dec 16, 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. |
| Dec 10, 2025 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Nov 18, 2025 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Nov 10, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Nov 10, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Nov 10, 2025 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Sep 17, 2025 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Sep 17, 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. |
| Sep 17, 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 27, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Aug 27, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Aug 27, 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 28, 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. |
| May 28, 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. |
| May 28, 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. |
| May 21, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| May 20, 2025 | MDSM | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| May 20, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Oct 9, 2024 | NWAP | NEW APPLICATION ENTERED | — |