USPTO serial 99548752
AXOS WEALTH SOLUTIONS
Reviewed by CopyMark Law Group
Status 688Notice of Allowance
- Filing date
- Status date
- Registration date
- —
- Examiner
- VO, KOMAL MAKHDOOM
- Law office
- INTENT TO USE SECTION
What this means
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.
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Owner
San Diego, CA, US
San Diego, CA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
David M. Kramer
David M. Kramer Buchanan Ingersoll & Rooney PC1700 K Street NWSuite 300Washington, DC 20006Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Banking services; Checking account services; Savings account services; Bill payment services; Payment processing services, namely, credit card and debit card transaction processing services; Processing of debit card payments; Automated teller machine services; Electronic transfer of money; Mortgage lending; Financing of loans; Arranging and provision of credit, loans, insurance, currency exchange and travellers cheques; Financial investment brokerage; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Securities trading and investing services for others via the internet; Management of securities portfolios; Providing information regarding financial investment strategies; Providing information in the field of finance; Providing information in the field of finance via a website; Information, advisory, consultancy and financial research services relating to finance and investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Capital investment services; Capital investment; Brokerage services for capital investments; Financial services, namely, wealth management services; Investment consultation; Financial management in the field of investment portfolios and automated personal financial management portfolios; Individual retirement account services; Investment risk assessment services | ACTIVE | — |
| 042 | Software as a service (SAAS) services featuring software for accessing, viewing, downloading, sharing, managing and saving account data, news, research and information in the fields of finance and investing; Software as a service (SAAS) services featuring software for communicating directly with financial services professionals and end-point investors; Software as a service (SAAS) services featuring software for conducting account transactions, securities trades, research, analysis and portfolio management, monitoring, risk-appetite assessment, and rebalancing activities, all in the fields of finance, investments, and wealth management; Software as a service (SAAS) services featuring software for use in on-line trading of securities, portfolio management, and investment management in the fields of finance and investments | 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
| Date | Code | Event | What it means |
|---|---|---|---|
| Jul 14, 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. |
| May 19, 2026 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| May 19, 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. |
| May 13, 2026 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Apr 22, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Apr 22, 2026 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Apr 22, 2026 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Apr 22, 2026 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Apr 22, 2026 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Apr 18, 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 18, 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 18, 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. |
| Apr 17, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Feb 13, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 15, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Dec 15, 2025 | NWAP | NEW APPLICATION ENTERED | — |