USPTO serial 99362433
Reviewed by CopyMark Law Group
This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.
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| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Investment management; Financial planning; Fiduciary services, namely, fiduciary representative services; Investment advice; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial management in the field of wealth management; Financial asset management; Financial advice | 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 |
|---|---|---|---|
| Jan 16, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Oct 22, 2025 | MAB1 | ABANDONMENT NOTICE E-MAILED - EXPRESS ABANDONMENT | — |
| Oct 22, 2025 | ABN1 | ABANDONMENT - EXPRESS MAILED | — |
| Oct 7, 2025 | EXAR | TEAS EXPRESS ABANDONMENT RECEIVED | — |
| Aug 28, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Aug 28, 2025 | NWAP | NEW APPLICATION ENTERED | — |