USPTO serial 98959867
FINANCIAL STORYTELLING
Reviewed by CopyMark Law Group
Status 819
- Filing date
- Status date
- Registration date
- —
- Examiner
- KOPENSKI, CLAUDIA ANN
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.
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Owner
Arlington Heights, IL, US
Arlington Heights, IL, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Lesley Ann Wallerstein
Lesley Ann Wallerstein Lesley A. Wallerstein, LLC5 Revere Drive Ste 200Northbrook, IL 60062United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial advisory and consultancy services, namely, evaluating for others the economic viability and funding attractiveness of a new business, providing guidance on how to build a foolproof financial business case, providing a funding readiness analysis to others, providing financial information by electronic means in the field of entrepreneurship and business investment fundraising, providing information in the field of finance and investments. | ACTIVE | Jan 1, 2024 |
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 |
|---|---|---|---|
| Nov 5, 2026 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Nov 5, 2026 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Oct 7, 2026 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Sep 28, 2026 | IUAF | USE AMENDMENT FILED | — |
| Sep 28, 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. |
| Mar 28, 2026 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Mar 27, 2026 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Mar 27, 2026 | EXT1 | SOU EXTENSION 1 FILED | — |
| Mar 27, 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. |
| Sep 30, 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. |
| Aug 5, 2025 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Aug 5, 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. |
| Jul 30, 2025 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jun 27, 2025 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jun 23, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 14, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Jan 14, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jan 14, 2025 | NWAP | NEW APPLICATION ENTERED | — |