USPTO serial 99617642
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.
Deadline: 27 Aug 2026
CopyMark Law Group can help you respond to USPTO correspondence, keep a registration alive, or watch new filings against your mark.
The USPTO examiner found no conflicting marks, which is a positive step, but refused your current specimen because it fails to show a direct association with your financial services.
BALDWIN CAPITAL MANAGEMENT PLAN SERVICES, LLC
Northville, MI, US
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial advisory services; Financial portfolio analysis services; Strategic financial advisory services; Financial planning; Financial advice; Financial consulting; Financial planning for retirement; Financial wealth management services; Financial advice on retirement; Financial administration of retirement plans; Financial retirement plan consulting services; Financial advice relating to retirement; Financial services, namely, wealth management services; Providing information in the field of wealth management; Family office services in the nature of financial wealth management services; On-line financial planning services; Financial planning and investment advisory services; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial management of employee pension plans; Financial administration of employee pension plans; Financial administration of employee benefit plans; Financial administration of group insurance plans; Financial administration of employee welfare benefit plans; Providing information in the field of employee financial benefit plans; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Administration of employee benefit plans concerning insurance; Administration of employee benefit plans concerning finance; Administration of employee benefit plans concerning insurance and finance; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Administration of employee welfare benefit plans concerning insurance and finance; Processing, administering and managing employee benefit plans concerning insurance and finance; Consulting services in the field of employee benefit plans concerning insurance and finance; Consulting services in the field of state and federal employee benefit plans concerning insurance and finance | ACTIVE | Nov 24, 2025 |
| Date | Code | Event | What it means |
|---|---|---|---|
| May 27, 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 27, 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 27, 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 26, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| May 18, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jan 27, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Jan 27, 2026 | NWAP | NEW APPLICATION ENTERED | — |