USPTO serial 99471667
Reviewed by CopyMark Law Group
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.
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.
Plus Government fees of $150
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
David Steiner
David Steiner MEISTER & STEINER PLLC25 Central Park W, Suite 3BNew York, NY 10023United States| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial portfolio management; Financial portfolio analysis services; Management of securities portfolios | 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 |
|---|---|---|---|
| Jul 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. |
| Jun 2, 2026 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jun 2, 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. |
| May 27, 2026 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| May 5, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| May 4, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 4, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 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. |
| May 1, 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. |
| May 1, 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. |
| May 1, 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. |
| Mar 15, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Feb 12, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jan 6, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jan 6, 2026 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | 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. |
| Jan 6, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Oct 30, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Oct 30, 2025 | NWAP | NEW APPLICATION ENTERED | — |