USPTO serial 99495974
Reviewed by CopyMark Law Group
This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.
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Windsor, CT, US
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 07645| 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 | — |
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 |
|---|---|---|---|
| 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 | — |