USPTO serial 99501043
SHELTER WEALTH STRATEGIES
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- —
- Examiner
- LEE, JANET H
- Law office
- TMO LAW OFFICE 124
What this means
Status 680 means the examining attorney approved your mark for publication in the USPTO Official Gazette. Publication for opposition usually follows within weeks, opening a 30-day window for third parties to oppose. Watch for publication (status 686) and monitor the 30-day opposition window.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
RAYMOND ALEXANDER JAMES
RAYMOND ALEXANDER JAMES FORTIF LAW PARTNERS, LLC2021 Morris Avenue STE 300Birmingham, AL 35203United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial planning and investment advisory services, namely, financial advisory services for individuals involved in personal injury lawsuits and settlements; financial consulting services in the field of personal injury lawsuits and settlements for individuals; financial advisory services, namely, financial analysis and preparation of financial plans for individuals receiving or expecting to receive settlement proceeds from personal injury lawsuits and settlements; providing financial advice to individuals regarding proceeds received from personal injury lawsuits and settlements, and long-term financial planning concerning settlement proceeds received in connection with personal injury lawsuits and settlements; financial planning consultation regarding the management and administration of settlement proceeds for individuals involved in personal injury lawsuits and settlements | ACTIVE | Oct 31, 2025 |
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 |
|---|---|---|---|
| Nov 4, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Nov 4, 2026 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Nov 4, 2026 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Nov 4, 2026 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Nov 4, 2026 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Oct 30, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Oct 29, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Oct 29, 2026 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Aug 6, 2026 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Aug 6, 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. |
| Aug 6, 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. |
| Jun 25, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jun 25, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 25, 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 25, 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 25, 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 25, 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 24, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 20, 2026 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Mar 20, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Nov 17, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Nov 17, 2025 | NWAP | NEW APPLICATION ENTERED | — |