USPTO serial 99021300
TRUTH.FI
Reviewed by CopyMark Law Group
Status 645Office Action
- Filing date
- Status date
- Registration date
- —
- Examiner
- DANTZLER, LAUREN ALEXANDRIA
- Law office
- TMO LAW OFFICE 129
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
Sarasota, FL, US
PLANTATION, FL, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Holly L. Collins
Holly L. Collins Nelson Mullins Riley & Scarborough LLP301 S. College StreetSuite 2300, IP DepartmentCharlotte, NC 28202Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Exchange-traded funds in the nature of investment of funds; Exchange traded fund (ETF) investment services; Exchange-traded fund (ETF) brokerage services; Annuity services, namely, distribution of exchange-traded fund (ETF); Exchange-traded fund (ETF) development services; Financial services, namely, management and operation of exchange-traded funds (ETF); Providing exchange traded funds, namely, structuring, issuing, creating, and offering financial securities; Establishing exchange-traded funds for others; Exchange-traded funds development services; Financial services, namely, investment fund transfer and transaction services; Financial securities exchange services; Securities trading services for others via the Internet and the global information network; On-line trading of financial instruments, shares, options and other derivative products; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Provision of a financial exchange for the trading of securities, shares and options and other derivative products; Securities trading and investing services for others via the internet; Financial services, namely, separately managed account services and managed account services in the nature of fund management for private clients; Financial services, namely, exchange-traded fund management services, exchange-traded fund brokerage services, exchange-traded fund distribution services, exchange-traded fund administration services, separately managed account investment advisory and management services; Investment of funds for others in the field of separately managed accounts; Mutual fund services, namely, mutual fund investment, mutual fund distribution, mutual fund brokerage, and mutual fund advisory service; Financial services, namely, variable annuity underwriting and investment management of and distribution of variable annuities; Investment management of and distribution of variable annuities; Cryptocurrency exchange services featuring blockchain technology; Cryptocurrency exchange services; Financial exchange of virtual currency; Financial exchange of cryptocurrency via decentralized exchanges (DEXs); Cryptocurrency trading services provided via decentralized exchanges (DEXs); Financial exchange of cryptocurrency; Financial exchange of digital currency; Investment advice; Investment advisory services; Investment consultancy; Investment management; Investment risk assessment services; Financial planning and investment advisory 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 |
|---|---|---|---|
| Aug 3, 2026 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Aug 3, 2026 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Jun 9, 2026 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Jun 9, 2026 | 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. |
| Jun 9, 2026 | 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. |
| Jan 21, 2026 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jan 21, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jan 21, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jan 21, 2026 | 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. |
| Oct 21, 2025 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Oct 21, 2025 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Oct 21, 2025 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Sep 9, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Sep 9, 2025 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Sep 9, 2025 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jul 22, 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. |
| Jul 22, 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. |
| Jul 22, 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. |
| Jul 9, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Jun 30, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Feb 19, 2025 | LOPT | LETTER OF PROTEST EVIDENCE FORWARDED | — |
| Jan 28, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Jan 28, 2025 | NWAP | NEW APPLICATION ENTERED | — |