USPTO serial 99096536
ROLLOVER CONCIERGE
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Nov 25, 2025
- Examiner
- GULIANO, ROBERT N
- Law office
- FILE REPOSITORY (FRANCONIA)
What this means
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
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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.
Current trademark owner
Monitor this mark, or talk with CopyMark about this registration.
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
San Francisco, CA, US
San Francisco, CA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Puja Detjen
Puja Detjen Patterson & Sheridan, LLP24 Greenway PlazaSuite 1600Houston, TX 77046Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial planning for retirement; Individual retirement account services; Financial retirement plan consulting services; Financial administration of retirement plans; Investment consultation in the fields of financial wellness, financial planning, and retirement planning; Financial information and advisory services; Information, advisory, consultancy and financial research services relating to finance and investments | ACTIVE | Mar 20, 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 |
|---|---|---|---|
| Sep 4, 2026 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Mar 24, 2026 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Mar 24, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Mar 24, 2026 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | 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. |
| Mar 24, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Nov 25, 2025 | NRCS | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Nov 25, 2025 | R.SR | REGISTERED-SUPPLEMENTAL REGISTER | Your mark is registered on the Supplemental Register, which is available for marks that are not yet distinctive enough for the Principal Register but can still identify a source. Protection is more limited than Principal Register registration but can later support a Principal Register application. |
| Oct 28, 2025 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Oct 28, 2025 | IUAA | USE AMENDMENT ACCEPTED | — |
| Oct 28, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Oct 28, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Oct 28, 2025 | ALIE | ASSIGNED TO LIE | — |
| Oct 21, 2025 | AUPC | AMENDMENT TO USE PROCESSING COMPLETE | — |
| Oct 21, 2025 | IUAF | USE AMENDMENT FILED | — |
| Oct 21, 2025 | EAAU | TEAS AMENDMENT OF USE RECEIVED | — |
| Oct 21, 2025 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Oct 14, 2025 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Oct 14, 2025 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Jul 14, 2025 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Jul 14, 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. |
| Jul 14, 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. |
| Jun 30, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jun 30, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 30, 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. |
| Jun 2, 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. |
| Jun 2, 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. |
| Jun 2, 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 26, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 21, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Mar 21, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 21, 2025 | NWAP | NEW APPLICATION ENTERED | — |