USPTO serial 99604026
SVB
Reviewed by CopyMark Law Group
Status 641Office Action
- Filing date
- Status date
- Registration date
- —
- Examiner
- MEYERS, MORGAN LAURA
- Law office
- TMEG LAW OFFICE 104
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.
Angela P. Doughty
Angela P. Doughty Ward and Smith, P.A.Post Office Box 33009751 Corporate Center Drive, Suite 300Raleigh, NC 27636-3009Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable mobile applications for mobile banking, account management, funds transfer, bill payment, remote deposit capture, card management and financial reporting; downloadable electronic publications in the nature of reports, newsletters and articles in the fields of banking, finance, venture capital, and private equity, technology | ACTIVE | Apr 28, 2011 |
| 035 | Professional business and organization consulting; business management consulting services; technology incubation services, namely, business consultation in technology development, commercialization planning and strategic marketing; arranging and conducting business networking events in the field of banking and finance | ACTIVE | Feb 13, 2006 |
| 036 | Banking and related financial consulting services; financial advice and consultancy; lending services, namely, commercial lending, venture debt financing and loan financing; mortgage lending and mortgage banking; financial analysis, planning, consultation, management and valuations; commercial and consumer lending; issuance and processing of credit, debit cards, and digital wallet transactions; electronic payment services including electronic processing and transmission of bill payment data; electronic funds transfer; financial information in the nature of exchange‑rate information; security services, namely, guaranteeing loans; cash management; savings account services; safety deposit box services; credit and financial consultation; venture capital financing; monetary strategy consultation and research; venture capital fund management and investment services; bill payment services; trade finance services, namely, issuance of letters of credit and documentary collections; foreign exchange services, namely, currency trading, payments and advisory on managing foreign currency risk; financial information and financial advisory services in the fields of banking, payments, foreign exchange, liquidity management and capital markets; investment advisory, investment management and asset management services; fund and investor banking services for private equity, private credit and venture capital firms; assisting others with completion of financial transactions for stocks, bonds, securities and equities; financial portfolio management; brokerage of shares and other securities; investment advisory, banking, consultation and management | ACTIVE | Feb 13, 2006 |
| 042 | Software as a service (SaaS) featuring software for online banking, account management, funds transfer, bill payment, card management and financial reporting | ACTIVE | Feb 13, 2006 |
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 |
|---|---|---|---|
| Sep 30, 2026 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Sep 30, 2026 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Jul 9, 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. |
| Jul 9, 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. |
| Jul 9, 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. |
| May 31, 2026 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| May 31, 2026 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| May 31, 2026 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| May 31, 2026 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| May 18, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| May 8, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jan 20, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Jan 20, 2026 | NWAP | NEW APPLICATION ENTERED | — |