USPTO serial 99611154
CUSTOM WEALTH MANAGEMENT
Status 641Office Action
- Filing date
- Jan 23, 2026
- Status date
- Jun 1, 2026
- Registration date
- —
- Examiner
- DAVIS, ALEXIS A
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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.
Deadline: 1 Sep 2026
Office Action issues
The USPTO examiner issued refusals because your trademark is considered merely descriptive, too similar to an existing registered mark, and potentially conflicting with an earlier-filed pending application.
Owner
Custom Wealth Management, LLC
Plymouth, MI, US
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial planning and investment advisory services; Financial advisory services; Financial wealth management services; On-line financial planning services | ACTIVE | — |
| 042 | Providing temporary use of on-line non-downloadable software for retirement planning | ACTIVE | — |
Prosecution history
| Date | Code | Event |
|---|---|---|
| Jun 1, 2026 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Jun 1, 2026 | GNRT | NON-FINAL ACTION E-MAILED |
| Jun 1, 2026 | CNRT | NON-FINAL ACTION WRITTEN |
| May 20, 2026 | DOCK | ASSIGNED TO EXAMINER |
| Jan 23, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED |
| Jan 23, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Jan 23, 2026 | NWAP | NEW APPLICATION ENTERED |