USPTO serial 99506959
RETIREMENT DONE RIGHT HOSTED BY DAVID RATH CFA & PATH KALISH CFP
Reviewed by CopyMark Law Group
Status 661
- Filing date
- Status date
- Registration date
- —
- Examiner
- TOOLEY, DAVID E
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
Continuum Wealth Advisors, LLC
Saratoga Springs, NY, US
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 041 | Conducting workshops and seminars in financial planning and retirement education; Educational services, namely, providing classes, seminars, workshops, presentations and retreats in the field of financial and retirement planning. | ACTIVE | Sep 1, 2025 |
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jun 23, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jun 23, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 23, 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. |
| Apr 8, 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. |
| Apr 8, 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. |
| Apr 8, 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 26, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 23, 2026 | MDSM | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Mar 23, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Nov 20, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Nov 20, 2025 | NWAP | NEW APPLICATION ENTERED | — |