Drawing for VISTAWEALTH OFFICE IS OUR DIFFERENTIATED FAMILY OFFICE SERVICES PLATFORM.

USPTO serial 99616663

VISTAWEALTH OFFICE IS OUR DIFFERENTIATED FAMILY OFFICE SERVICES PLATFORM.

Status 641Office Action
Filing date
Jan 27, 2026
Status date
May 29, 2026
Registration date
Examiner
SHERMAN, GENEVA R

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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: 29 Aug 2026

Office Action issues

The USPTO examiner found no conflicting marks, but raised issues regarding your specimen, service descriptions, multi-class classification, entity type, and an unnecessary acquired distinctiveness claim.

Owner

  • Vistamark Investments LLC

    Hinsdale, IL, US

Goods and services

ClassDescriptionStatusFirst use
036Investment Advice; Estate planning; Tax Management Solutions; Executive Awards; Wealth Preservation and legacy planning; Insurance, banking and risk management solutions; Innovative tools and technologyACTIVEJul 1, 2025

Prosecution history

DateCodeEvent
May 29, 2026GNRNNOTIFICATION OF NON-FINAL ACTION E-MAILED
May 29, 2026GNRTNON-FINAL ACTION E-MAILED
May 29, 2026CNRTNON-FINAL ACTION WRITTEN
May 23, 2026DOCKASSIGNED TO EXAMINER
May 18, 2026NWOSNEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jan 27, 2026MAFRAPPLICATION FILING RECEIPT MAILED
Jan 27, 2026NWAPNEW APPLICATION ENTERED

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