USPTO serial 99424299
SS
Reviewed by CopyMark Law Group
Status 688Notice of Allowance
- Filing date
- Status date
- Registration date
- —
- Examiner
- UKAOMA, ULOMA JANET
What this means
The USPTO has issued a Notice of Allowance. To complete registration you generally need to file a Statement of Use or an extension request before the deadline.
Deadline: November 19th, 2026
Need help with SS?
CopyMark Law Group can help you respond to USPTO correspondence, keep a registration alive, or watch new filings against your mark.
Owner
Gunnar Marino
Bend, OR, US
Gunnar Marino
Bend, OR, US
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Business finance brokerage; Financial consulting services, namely, expert analysis in finance; Providing information in the field of personal finance; Advisory services relating to credit and debit control, investment, grants and financing of loans; Business finance brokerage services; Advice on finance during retirement; Consulting in the field of finance; Providing information in the field of finance; Providing information in the field of finance via a website; Providing financial information in the field of decentralized finance (DeFi); Corporate finance services, namely, consultation in the field of asset sales; Corporate finance services, namely, consultation in the field of capital structure; Providing information and research in the field of finance and financial investments; Information, advisory, consultancy and financial research services relating to finance and investments; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Wealth transfer planning; Financial wealth management services; Financial services, namely, wealth management services; Family office services in the nature of financial wealth management services; Providing information in the field of wealth management; Investment consultation; Investment advice; Funds investment; Investment consultancy; Investment management; Advice relating to investments; Financial management relating to investments; Financial consulting services, namely, advising others regarding intellectual property investments; Brokerage services in the field of securities and commodities investing; Securities trading and investing services for others via the internet; Investment of funds; Financial investment brokerage; Investment advisory services; Capital investment consulting; Equity capital investment; Capital investment services; Commodity investment advice; Mutual fund investment; Fund investment consultation; Capital investment; Capital investment consultancy; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Public equity investment management; Financial investment brokerage services; Investment risk assessment services; Investment by electronic means; Investment fund management services; Private equity fund investment services; Real estate funds investment services; Mutual funds and capital investment; Investment of funds for others; Family office investment advisory services; Family office investment management services; Real estate investment trust advisory services; Financial investment analysis and stock research; Financial planning and investment advisory services; Monitoring financial markets for investment purposes; Providing information regarding financial investment strategies; Financial services in the nature of an investment security; Financial services, namely, investment fund transfer and transaction services; Investment services, namely, asset acquisition, consultation, development and management services; Family office services in the nature of investment management; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning | ACTIVE | — |
Prosecution history
| Date | Code | Event |
|---|---|---|
| Aug 1, 2026 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Jun 3, 2026 | EISU | TEAS STATEMENT OF USE RECEIVED |
| May 19, 2026 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Mar 24, 2026 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Mar 24, 2026 | PUBO | PUBLISHED FOR OPPOSITION |
| Mar 18, 2026 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Feb 27, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Feb 27, 2026 | XAEC | EXAMINER'S AMENDMENT ENTERED |
| Feb 27, 2026 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Feb 27, 2026 | GNEA | EXAMINERS AMENDMENT E-MAILED |
| Feb 27, 2026 | CNEA | EXAMINERS AMENDMENT -WRITTEN |
| Feb 21, 2026 | DOCK | ASSIGNED TO EXAMINER |
| Feb 20, 2026 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Feb 20, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Oct 1, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED |
| Oct 1, 2025 | NWAP | NEW APPLICATION ENTERED |