USPTO serial 99249403
Reviewed by CopyMark Law Group
Status 686 means your mark is published in the USPTO Official Gazette and in the 30-day opposition period. If no opposition is filed, prosecution typically continues toward registration or a Notice of Allowance. Monitor the opposition window. After it closes, watch for Notice of Allowance (intent-to-use) or registration (use-based).
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.
Ponte Vedra, FL, US
Ponte Vedra, FL, US
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Sarah Anne Keefe
Sarah Anne Keefe Womble Bond Dickinson (US) LLP470 Atlantic Avenue, Suite 600Boston, MA 02210United States| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial planning; Financial planning consultation; Financial planning for retirement; Providing information in the field of financial planning; Financial information; Providing financial information; Advice relating to investments | ACTIVE | — |
| 041 | Educational services, namely, conducting programs in the field of retirement planning; Arranging and conducting of business conferences in the field of financial and retirement planning; Providing recognition and incentives by the way of awards to demonstrate excellence in the field of the sale of financial services | 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 |
|---|---|---|---|
| Aug 18, 2026 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Aug 18, 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. |
| Aug 12, 2026 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jul 22, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jul 22, 2026 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Jul 22, 2026 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Jul 22, 2026 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Jul 22, 2026 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jul 22, 2026 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Jul 22, 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. |
| Jul 22, 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. |
| Jun 2, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jun 2, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 2, 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. |
| Feb 25, 2026 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Feb 25, 2026 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Dec 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. |
| Dec 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. |
| Dec 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. |
| Nov 12, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 2, 2025 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Nov 2, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jun 24, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Jun 24, 2025 | NWAP | NEW APPLICATION ENTERED | — |