USPTO serial 99389998
AI KNOWLEDGE BANK
Reviewed by CopyMark Law Group
Status 645Office Action
- Filing date
- Status date
- Registration date
- —
- Examiner
- MARTIN, LIEF ANDREW
- Law office
- TMO LAW OFFICE 112
What this means
The USPTO has issued an Office Action on this application. A response is typically required before the deadline, or the application can be abandoned.
Need help with AI KNOWLEDGE BANK?
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.
Current trademark owner
Get help with this Office Action, set up monitoring, or talk with CopyMark.
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Jennifer L. Whitelaw
Jennifer L. Whitelaw WHITELAW LEGAL GROUP3838 Tamiami Trail North, Suite 310Naples, FL 34103United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Administration of savings accounts; Savings account services; Financial administration of savings accounts, namely of holiday and vacation club savings accounts; ATM banking services; Automated teller machine services; Banking consultation; Banking and financing services; Financial administration of banking and financial services, namely providing money market account services; Banking services; banking services, namely direct deposit services; banking services, namely night deposit services, namely safe deposit box services for money deposits after regular banking hours; Banking services provided by mobile telephone connections; Checking account services; Commercial lending services; Consumer lending services; Payment processing services, namely, credit card and debit card transaction processing services; Electronic debit card transaction processing; Issuing of debit cards; Processing of debit card payments; Processing of credit card payments; Issuing credit cards; Credit card payment processing services; Credit card transaction processing services; Debit card transaction processing services provided via mobile telephone connections; Electronic financial trading services; Financial analysis and consultation; Financial clearing houses; Financial exchange; Securities brokerage; Financial forecasting; Financial guarantee and surety; Providing financial information via a website; Financial asset management; Financial services, namely, wealth management services; Financial portfolio management; Financial planning; Financing services; Financial services, namely, money lending; Financial administration of retirement plans; Financial planning for retirement; Financial administration of self-employed qualified retirement plans; Financial services, namely, electronic remote check deposit services; real estate escrow services, namely rent security account maintenance in the nature of maintaining escrow accounts for rental property transactions; Financial valuation of personal property and real estate; Home equity loans; Installment loans; Internet banking services; Lease-purchase financing; Loan financing; Money transfer; Paperless electronic banking services; night deposit services, namely safe deposit box services for money deposits after regular banking hours; Online banking services; Bill payment services; Electronic payment services involving electronic processing and subsequent transmission of bill payment data; Safe deposit box services; Telephone banking services; consumer and commercial lending services; Financial services, namely, debt management services in the nature of subordinated note sales; electronic interactive banking services; appraisals and financial evaluation of insurance coverage claims of personal property and real estate; Financial management of municipal and county government pension funds; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Investment management; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Providing financial consultation services to individuals in the fields of health care, disability, long-term care and life insurance; Financial risk management consultation; financial risk planning management in the fields of health care, disability, long-term care and life insurance; financial services, namely capital investment fund consultation and management, capital investment consultation and equity capital investment; Financial administration of financial fund investments, namely advice and securities brokerage services for Self Employed Qualified Retirement Plans; investment of funds for others; individual investment advisory services; Capital investment; Investment advice; Investment advice in the fields of financial investment brokerage services, mutual funds and securities; Financial management and administration of defined benefit plans, profit sharing plans and non-qualified retirement plans, all concerning finance; Financing loans for consumers; Financing loans for consumers, namely consumer lending services; financing services, namely financing housing loans for moderate income citizens; online financing services; Financial administration of subordinated note sales, namely, debt settlement services; Insurance actuarial services ; real estate appraisal; financial evaluation of real estate; Insurance risk management; insurance agency services, advisory in the nature of consultation services, brokerage services, consultation services and subrogation services in the fields of auto, life, health, long term care, property, casualty, accident, fire, marine, medical, pre-paid healthcare insurance; Estate planning; investment and trust services in the nature of financial trust administration services for administering living, testamentary and charitable remainder trusts; maintaining escrow accounts for investments; Maintaining mortgage escrow accounts; Financial administration of education financing; Mortgage lending; providing automobile loans; Financial administration of credit card receivable services being credit card payment processing services; Financial administration of corporate receivable services being accounts receivables financing; Provision and financial administration of municipal debt type structures being municipal bonds; Private placements of hedge funds, private equity funds, securities and derivatives for others; Financial administration of loans syndications; Financial administration of equity and interest rates securities; Equipment financing services; Cryptocurrency trading services; Financial consultation in the field of cryptocurrency; Financial brokerage services for cryptocurrency trading; Cryptocurrency exchange services; Financial exchange of cryptocurrency; Cryptocurrency payment processing; Cryptocurrency exchange services featuring blockchain technology; Providing financial information in the field of cryptocurrency; Electronic transfer of cryptocurrency; Financial trading of cryptocurrency; Cryptocurrency staking services in the nature of cryptocurrency payment and funds verification; Financial exchange of cryptocurrency via crypto swapping; Cryptocurrency swapping services; Blockchain-based payment verification services; Providing information in the field of cryptocurrency exchange price quotations via a blockchain data feed to smart contracts; Providing information in the field of cryptocurrency exchange price quotations via a data feed; Financial exchange of cryptocurrency via decentralized exchanges (DEXs); Cryptocurrency trading services provided via decentralized exchanges (DEXs); Cryptocurrency lending provided via decentralized finance (DeFi) protocols; Cryptocurrency lending; banking and financial information services for all of the foregoing provided via a global computer network | 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 |
|---|---|---|---|
| Sep 4, 2026 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Sep 4, 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. |
| Sep 4, 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. |
| Aug 6, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Aug 6, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Aug 6, 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. |
| Apr 20, 2026 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Apr 20, 2026 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Feb 18, 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. |
| Feb 18, 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. |
| Feb 18, 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 5, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Feb 4, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Oct 20, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Oct 20, 2025 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Oct 20, 2025 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Sep 12, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Sep 12, 2025 | NWAP | NEW APPLICATION ENTERED | — |