Drawing for CRYSTALIZE FINANCIAL

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

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 07645

Goods and services

ClassDescriptionStatusFirst use
036Investment 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

DateCodeEventWhat it means
Aug 1, 2026TEMETEAS/EMAIL CORRESPONDENCE ENTERED
Aug 1, 2026CRFACORRESPONDENCE RECEIVED IN LAW OFFICE
Aug 1, 2026TROATEAS RESPONSE TO OFFICE ACTION RECEIVEDThis 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, 2026GNRNNOTIFICATION OF NON-FINAL ACTION E-MAILEDA 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, 2026GNRTNON-FINAL ACTION E-MAILEDA 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, 2026CNRTNON-FINAL ACTION WRITTENA 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, 2026DOCKASSIGNED TO EXAMINER
Feb 12, 2026NWOSNEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Nov 13, 2025MAFRAPPLICATION FILING RECEIPT MAILED
Nov 13, 2025NWAPNEW APPLICATION ENTERED

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