USPTO serial 99572401
Reviewed by CopyMark Law Group
The USPTO has issued an Office Action on this application. A response is typically required before the deadline, or the application can be abandoned.
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.
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Gregory Walters
Gregory Walters Walters IP Law800 W. Broad StreetFalls Church, VA 22040United States| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial wealth management services; Financial planning and investment advisory services; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Individual retirement account services; Financial planning for retirement; Financial administration of retirement plans; Processing, administering and managing employee benefit plans concerning insurance and finance; Family office investment advisory services; Family office services in the nature of financial wealth management services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Reinsurance brokerage services; Financial asset management in the field of managing reinsurance accounts for auto dealerships; Financial asset management in the field of asset management of reinsurance portfolios and captive insurance company portfolios; Financial asset management in the field of insurance company asset management; Insurance brokerage services; Financial consultancy and insurance consultancy; Insurance brokerage in the field of life insurance, long term care insurance, business insurance, business succession planning insurance | 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 |
|---|---|---|---|
| Aug 5, 2026 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Aug 5, 2026 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| May 6, 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. |
| May 6, 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. |
| May 6, 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 29, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Dec 30, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Dec 30, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 30, 2025 | NWAP | NEW APPLICATION ENTERED | — |