USPTO serial 99481478
&ASSOCIATES
Reviewed by CopyMark Law Group
Status 645Office Action
- Filing date
- Status date
- Registration date
- —
- Examiner
- WOOD, CAROLINE
- Law office
- TMO LAW OFFICE 110
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.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Michael E. Dockins
Michael E. Dockins Shumaker, Loop & Kendrick1000 Jackson St.Toledo, OH 43604United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial planning; Financial planning consultation; Financial trust planning; Financial planning for retirement; Financial planning and investment advisory services; Providing information in the field of financial planning; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial administration of retirement plans; Financial advisory services; Providing financial advisory services; Strategic corporate financial advisory services; Financial information and advisory services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Insurance information; Insurance agencies; Insurance consultancy; Insurance consultation; Insurance brokerage; Insurance carrier services; Providing life insurance information; Estate planning; Estate trust planning; Providing information in the field of estate planning | 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 |
|---|---|---|---|
| Jul 17, 2026 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Jul 17, 2026 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Apr 29, 2026 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Apr 29, 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. |
| Apr 29, 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. |
| Mar 26, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Mar 26, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 26, 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. |
| Mar 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. |
| Mar 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. |
| Mar 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. |
| Mar 9, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 8, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Nov 5, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Nov 5, 2025 | NWAP | NEW APPLICATION ENTERED | — |