USPTO serial 99283724
THE INFORMED INVESTOR
Reviewed by CopyMark Law Group
Status 819
- Filing date
- Status date
- Registration date
- —
- Examiner
- JANSON, ANDREW KYLE
- Law office
- PUBLICATION AND ISSUE SECTION
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.
Steven D. Lustig
Steven D. Lustig Panitch Schwarze Belisario & Nadel LLPTwo Commerce Square2001 Market Street, Suite 2800Philadelphia, PA 19103Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Investment management services; Financial advice and consultancy services; Financial services, namely, wealth management services; Providing online financial information in the field of investing and financial wellness | ACTIVE | Jul 3, 2025 |
| 041 | Entertainment services, namely, providing podcasts in the field of investing; Entertainment services, namely, providing podcasts in the field of financial headlines; Providing education courses in the field of investing and financial headlines offered through online, non-downloadable videos and instructor assistance | ACTIVE | Jul 3, 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 |
|---|---|---|---|
| Nov 4, 2026 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Nov 4, 2026 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Nov 4, 2026 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Oct 28, 2026 | IUAF | USE AMENDMENT FILED | — |
| Oct 28, 2026 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Apr 28, 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. |
| Mar 3, 2026 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Mar 3, 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. |
| Feb 25, 2026 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Feb 5, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Feb 4, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Feb 4, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Feb 4, 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. |
| Dec 3, 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 3, 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 3, 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. |
| Dec 3, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 15, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jul 15, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Jul 15, 2025 | NWAP | NEW APPLICATION ENTERED | — |