USPTO serial 99545513
Reviewed by CopyMark Law Group
The USPTO has issued a Notice of Allowance. To complete registration you generally need to file a Statement of Use or an extension request before the deadline.
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Plus Government fees of $300
San Francisco, CA, US
San Francisco, CA, US
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Kari Moyer-Henry
Kari Moyer-Henry Lewis Kohn & Walker LLP17085 Via Del CampoSan Diego, CA 92127United States| Class | Description | Status | First use |
|---|---|---|---|
| 035 | business management in the field of collections and distribution of fundraising proceeds | ACTIVE | — |
| 036 | Financial investment advising services for businesses and individuals on issues of portfolio planning and investment planning in the fields of capital markets, securities, stocks, bonds, mutual funds, money market funds, commodities, futures, securities options, and financial indices; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial data analysis; Financial planning and investment advisory services; Financial investment brokerage services; Monitoring financial markets for investment purposes; Financial services, namely, investment advice, management, consultation and investment of funds, including private and public equity and debt investment services; Investment fund management services; Financial management relating to investments; Financial and investment management and brokerage of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Providing venture capital, development capital, private equity and investment funding; Venture capital fund management; Capital investment consultancy; Brokerage services for capital investments; Mutual funds and capital investment; Capital investment services; Management of a capital investment fund; Automated Clearing House transaction processing services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Investment fund transfer and transaction services; Annuity account and investment administration and the investment and distribution of annuity funds; Electronic funds transfer; cash management, namely, managing collections and distribution of fundraising proceeds | 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 |
|---|---|---|---|
| Sep 22, 2026 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Jul 28, 2026 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jul 28, 2026 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Jul 22, 2026 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jun 29, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jun 26, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jun 26, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 26, 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 3, 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 3, 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 3, 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 27, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Dec 12, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Dec 12, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 12, 2025 | NWAP | NEW APPLICATION ENTERED | — |