USPTO serial 99360375
TRANSITIONS WEALTH MANAGEMENT
Status 661
- Filing date
- Aug 27, 2025
- Status date
- Aug 3, 2026
- Registration date
- —
- Examiner
- DUFFIN, GRACE M
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What this means
This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.
Owner
Transitions Wealth Management, LLC
Mertztown, PA, US
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial wealth management services; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products; Providing life insurance information; Services of a stockbroker | ACTIVE | May 21, 2021 |
Prosecution history
| Date | Code | Event |
|---|---|---|
| Aug 3, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Aug 3, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Aug 3, 2026 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Jul 16, 2026 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Jul 16, 2026 | GNRT | NON-FINAL ACTION E-MAILED |
| Jul 16, 2026 | CNRT | NON-FINAL ACTION WRITTEN |
| Jun 8, 2026 | JURT | JURISDICTION RESTORED TO EXAMINING ATTORNEY |
| Mar 26, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Mar 26, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Mar 26, 2026 | ALIE | ASSIGNED TO LIE |
| Mar 19, 2026 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Mar 19, 2026 | EXPI | EX PARTE APPEAL-INSTITUTED |
| Mar 19, 2026 | EXAF | EXPARTE APPEAL RECEIVED AT TTAB |
| Mar 19, 2026 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Mar 19, 2026 | GNFR | FINAL REFUSAL E-MAILED |
| Mar 19, 2026 | CNFR | FINAL REFUSAL WRITTEN |
| Mar 18, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Mar 18, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Mar 18, 2026 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Feb 13, 2026 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Feb 13, 2026 | GNRT | NON-FINAL ACTION E-MAILED |
| Feb 13, 2026 | CNRT | NON-FINAL ACTION WRITTEN |
| Feb 13, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Feb 13, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Feb 13, 2026 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Jan 23, 2026 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Jan 23, 2026 | GNRT | NON-FINAL ACTION E-MAILED |
| Jan 23, 2026 | CNRT | NON-FINAL ACTION WRITTEN |
| Jan 17, 2026 | DOCK | ASSIGNED TO EXAMINER |
| Jan 16, 2026 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Jan 16, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Aug 27, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED |
| Aug 27, 2025 | NWAP | NEW APPLICATION ENTERED |