USPTO serial 99555875
AVA
Reviewed by CopyMark Law Group
Status 641Office Action
- Filing date
- Status date
- Registration date
- —
- Examiner
- YOUNG, THOMAS PAUL
- Law office
- TMO LAW OFFICE 120
What this means
The USPTO has issued an Office Action on this application. A response is typically required before the deadline, or the application can be abandoned.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
AMANDA R. CONLEY
AMANDA R. CONLEY CONLEY LAW, P.C.2601 Blanding AvenueSuite C-393Alameda, CA 94501Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial services, namely, debt management, debt settlement negotiation, debt consolidation, and debt resolution; financial advisory services related to consumer debt, credit improvement, personal finance, and wealth building; personal and mortgage lending services; loan origination, financing, refinancing, and providing home equity lines of credit (HELOCs); providing personal loans and lines of credit; providing information and education in the field of financial wellness and budgeting; providing online platforms, including software as a service (SaaS), featuring tools for financial planning, loan management, and payment automation; investment advisory and management services; retirement planning; banking-as-a-service (BaaS); licensing of financial software platforms; providing digital access to consumer financial products and services | ACTIVE | — |
| 042 | Software as a service (SaaS) featuring software platforms powered by artificial intelligence for providing financial information, tools, and recommendations to consumers; providing temporary use of online non-downloadable software for use in debt management, credit improvement, budgeting, financial goal setting, and loan education; providing a virtual assistant chatbot interface for consumers seeking financial services and advice | 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 |
|---|---|---|---|
| Oct 2, 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. |
| Oct 2, 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. |
| Oct 2, 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. |
| Oct 2, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Oct 1, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 18, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Dec 18, 2025 | NWAP | NEW APPLICATION ENTERED | — |