USPTO serial 99066639
Reviewed by CopyMark Law Group
The USPTO has issued a Notice of Allowance. To complete registration you generally need to file a Statement of Use or an extension request before the deadline.
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Plus Government fees of $750
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Kenneth D. Suzan
Kenneth D. Suzan Barnes & Thornburg LLP225 S. Sixth StreetSuite 2800Minneapolis, MN 55402| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable software in the nature of interactive mobile applications for providing information, advice and content, and access to information, advice and content, in the fields of investing, retirement, retirement income, retirement planning, retirement plans and saving; downloadable publications, namely, research papers, reports, research reports, and white papers, in the fields of retirement, retirement income, retirement planning, retirement plans and saving | ACTIVE | — |
| 035 | Providing account management information regarding retirement plans accounts in the field of financial planning for retirement to employee retirement plan participants, on behalf of employee retirement plan sponsors; record keeping of advisor, sponsor and participant data in connection with employee retirement plans for others; data processing services related to contributions, disbursements and transactions in connection with employee retirement plans for others | ACTIVE | — |
| 036 | Financial advisory services relating to employee retirement plans, namely, providing financial information regarding retirement plans in the field of financial planning for retirement to employee retirement plan participants, on behalf of employee retirement plan sponsors; financial administration of employee retirement plans for others; electronic processing of financial contributions, disbursements and transactions in connection with employee retirement plans for others; funds investment services for others; Financial management in the field of employee retirement plans; financial administration services for the implementation of employee retirement plans | ACTIVE | — |
| 041 | Educational services, namely, providing online seminars, workshops and training in the field of retirement planning and retirement plans and providing printable materials in connection therewith; educational services, namely, providing on-line nondownloadable publications, namely, newsletters, articles and brochures in the field of retirement planning | ACTIVE | — |
| 042 | Providing temporary use of on-line non-downloadable software that enables financial advisors to create reports that compare and assess the performance of qualified retirement plans. Providing a secured-access website featuring technology that gives employee retirement plan sponsors the ability to download documents in the field of retirement planning for the purpose of distributing such content to employee retirement plan participants | ACTIVE | — |
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
| Date | Code | Event | What it means |
|---|---|---|---|
| Jun 23, 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. |
| Apr 28, 2026 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Apr 28, 2026 | 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. |
| Apr 22, 2026 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Mar 30, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 27, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Mar 27, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 27, 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. |
| Jan 6, 2026 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Jan 6, 2026 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Oct 7, 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. |
| Oct 7, 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. |
| Oct 7, 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. |
| Oct 7, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Oct 6, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 4, 2025 | NWAP | NEW APPLICATION ENTERED | — |
| Mar 4, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |