USPTO serial 99068816
Reviewed by CopyMark Law Group
This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.
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The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Thomas E. Williams
Thomas E. Williams Crowell & Moring LLPP.O. Box 10395Chicago, IL 60610United States| Class | Description | Status | First use |
|---|---|---|---|
| 009 | downloadable publications, namely, newsletters, brochures, pamphlets, and financial information stored on central server systems, individual hard drives, external hard drives, backup systems and video in newsletters form, all in the field of financial securities, investment and financial planning services; retirement planning tools, computer programs for generating portfolio reports in the field of financial securities, investment and financial planning services | ACTIVE | — |
| 016 | Printed publications, namely, newsletters, brochures, and pamphlets all in the field of financial securities, investment and financial planning services; flyers, pocket memorandum books. | ACTIVE | — |
| 035 | Promoting the sale of goods and services of others through the distribution of promotional printed material, distribution and financing after-sales service of products for motor vehicles, namely extended warranties, replacement insurance, credit insurance, appearance products, anti-theft coverage and roadside assistance; Customer service in the nature of responding to customer inquiries for others the field of financial securities, investment and financial planning services, financial counseling service, assistance with retirement financial planning, financial planning assistance, analysis of financial condition of customers and their needs , wealth management, asset management, business development in the field of financial securities, investment and financial planning services; business data analysis, namely, collection of personal information and analysis of data on people's health and well-being for the preparation and compilation of health profiles and statistical reports in the field of insurance protection plans, real estate and financial investments; administrative processing of insurance claims | ACTIVE | — |
| 036 | General insurance services in the nature of insurance administration; insurance services of individual and collective person, namely underwriting, issuing and administration of life insurance, disability insurance, health insurance and critical illness insurance, medical insurance, accident insurance, dental insurance, loan insurance, hospitalization insurance, home care insurance, travel insurance; underwriting, issuing and administration of mortgage insurance; credit insurance services, namely, underwriting, issuing and administration of creditor insurance; special risk insurance services namely underwriting, issuing and administration of accidental death and dismemberment insurance, illness insurance, life insurance, medical insurance, travel insurance and student insurance; Financial administration and provision of savings products, namely registered retirement savings plans, non-registered retirement savings plans, registered education savings plans, locked-in retirement accounts, retirement income registered funds, first home savings account, life income funds, annuities and fixed-term annuities; Financial administration and provision of investment options advice, namely guaranteed interest investments, secured stock-market investment, segregated funds, mutual funds and securities; Brokerage of mutual funds; Loan origination services, namely investment loans, RRSP lines of credit, RESP loans; subscription and administration of residential and commercial mortgage loans. Damage insurance services, namely underwriting, issuing and administration of car insurance, home insurance, liability insurance, travel insurance; Financial investment counselling; Financial portfolio management of segregated funds and mutual funds; Securities brokerage; Additional trust services for life insurance and annuity services, namely investment management, investment of funds for others, maintaining fiduciary deposit accounts for investments; management, administration and distribution of investment funds; management and administration of investment funds; mortgage brokerage services; Real estate investment trust management services; providing extended warranties on automobiles; motor vehicle insurance underwriting services; financial trust operations; trust company services; savings and loan services | ACTIVE | — |
| 041 | Training in the field of customer service in the field of finances, insurance, financing, loans, protection of motor vehicles and extended warranties. | ACTIVE | — |
| 042 | Providing a platform in the nature of operation of a web software platform allowing administrators to manage their group insurance plan, namely, platform as a service (PAAS) featuring computer operating software platforms allowing administrators to manage their group insurance plan; Providing and operation of an online database providing information on health and work and allowing daily administration of group insurance plans, namely, providing temporary use of a non-downloadable database software containing information on health and working conditions and allowing daily administration of group insurance plans; platform as a service (PAAS) featuring computer software platforms for use in the field of financial services for trading derivatives; platform as a service (PaaS) featuring a non-downloadable software for the sale of insurance plans and savings and loan services | ACTIVE | — |
| 044 | Providing health information in the nature of promotion of health and wellbeing of people through the diffusion of information about health and wellness via a computer database, website, email, telephone and educational activities on health and wellness | 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 |
|---|---|---|---|
| Oct 13, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Oct 13, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Oct 8, 2026 | ALIE | ASSIGNED TO LIE | — |
| Oct 6, 2026 | ERSI | TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED | — |
| Jul 24, 2026 | GNS2 | NOTIFICATION OF INQUIRY AS TO SUSPENSION E-MAILED | — |
| Jul 24, 2026 | GNSI | INQUIRY TO SUSPENSION E-MAILED | — |
| Jul 24, 2026 | CNSI | SUSPENSION INQUIRY WRITTEN | — |
| Jun 10, 2026 | RCCK | SUSPENSION CHECKED - TO ATTORNEY FOR ACTION | — |
| Dec 10, 2025 | GNS3 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | — |
| Dec 10, 2025 | GNSL | LETTER OF SUSPENSION E-MAILED | — |
| Dec 10, 2025 | CNSL | SUSPENSION LETTER WRITTEN | — |
| Nov 7, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Nov 7, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Nov 7, 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. |
| Aug 11, 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. |
| Aug 11, 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. |
| Aug 11, 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. |
| Aug 7, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 10, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 5, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Mar 5, 2025 | NWAP | NEW APPLICATION ENTERED | — |