USPTO serial 99259701
VITERA DATA EXCHANGE
Reviewed by CopyMark Law Group
Status 661
- Filing date
- Status date
- Registration date
- —
- Examiner
- CALLAGHAN, BRIAN P
- Law office
- TMEG LAW OFFICE 101
What this means
This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Jon Jekel
Jon Jekel Pillsbury Winthrop Shaw Pittman LLP11682 El Camino Real, Suite 200San Diego, CA 92130United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Annuity and life insurance underwriting services; annuity and insurance account administration; annuity services, namely, the issuance and administration of annuities, annuity accounts, and related investments; annuity services, namely, investment management and distribution of annuity funds; financial and investment services, namely, investment of funds of others; financial information services; annuity information services; providing financial information via a website; financial information provided by electronic means; financial administration of retirement plans; financial retirement plan consulting services; providing an internet website portal featuring financial data information for evaluating investment and retirement plans; none of the foregoing involving agricultural commodities or inputs, hail insurance, commodity brokerage, or financial services designed specifically for agricultural customers and suppliers. | ACTIVE | — |
| 042 | Software as a service (SaaS) featuring software for managing and administering retirement income solutions, defined contribution plans, and annuity contracts; platform as a service (PaaS) featuring computer software platforms for integrating, processing, and administering data among retirement plan recordkeepers, insurers, asset managers, and annuity providers; providing online non-downloadable software for facilitating data communication and processing for retirement plan and annuity administration; providing temporary use of online non-downloadable middleware for data integration and communication between retirement plan service providers, annuity carriers, and recordkeepers; computer services, namely, integration of computer systems and networks in the field of retirement plan and annuity administration; providing a website featuring technology for managing data for defined contribution plans, in-plan retirement income solutions, and annuities. | 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 |
|---|---|---|---|
| Nov 5, 2026 | AMPX | PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED | — |
| Nov 4, 2026 | ALIE | ASSIGNED TO LIE | — |
| Oct 29, 2026 | PARI | TEAS VOLUNTARY AMENDMENT RECEIVED | — |
| Oct 7, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Oct 7, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Oct 7, 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. |
| Jul 14, 2026 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Jul 14, 2026 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Apr 15, 2026 | 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. |
| Apr 15, 2026 | 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. |
| Apr 15, 2026 | 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. |
| Feb 20, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Feb 20, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Feb 20, 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. |
| Nov 21, 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. |
| Nov 21, 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. |
| Nov 21, 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 18, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 7, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jun 30, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Jun 30, 2025 | NWAP | NEW APPLICATION ENTERED | — |