USPTO serial 99495974
CRYSTALIZE FINANCIAL
Reviewed by CopyMark Law Group
Status 661
- Filing date
- Status date
- Registration date
- —
- Examiner
- LINERO GUARDA, GERARDO INAKI
- Law office
- TMO LAW OFFICE 127
What this means
This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.
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Owner
Windsor, CT, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Michael E. Zall
Michael E. Zall Michael E. Zall Law Firm100 MARKET STREETSuite 134MONTVALE, NJ 07645Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Investment consultation for individuals and families; Investment advice individuals and families; Financial consultancy individuals and families; Financial planning; Financial planning for retirement for individuals; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Estate planning for individuals and families; Insurance underwriting consultation for individuals and families; Insurance brokerage individuals and families; Investment management for individuals and families; Investment management for individuals and families in the fields of bonds, securities, retirement, private and public equity; Money management services for individuals and families, namely, management of investment portfolios consisting of securities and other financial instruments and products. | 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 |
|---|---|---|---|
| Aug 1, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Aug 1, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Aug 1, 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 12, 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 12, 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 12, 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 23, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Feb 12, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Nov 13, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Nov 13, 2025 | NWAP | NEW APPLICATION ENTERED | — |