USPTO serial 99622539
EMORY WEALTH
Status 686
- Filing date
- Jan 29, 2026
- Status date
- Jul 21, 2026
- Registration date
- —
- Examiner
- TARABAN, LAURA KRISTEN
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What this means
This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.
Owner
Michael Allen Harris
Austin, TX, US
Michael Allen Harris
Austin, TX, US
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial advisory services; Financial portfolio analysis services; Financial customs brokerage services; Strategic financial advisory services; On-line financial planning services; Financial risk assessment services; Providing financial research services; Financial wealth management services; Providing financial advisory services; Financial due diligence services; Financial analysis and research services; Financial advisory and consultancy services; Financial advice and consultancy services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Insurance and financial information and consultancy services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Family office services in the nature of financial wealth management services; Financial services in the nature of an investment security; Financial services, namely, investment fund transfer and transaction services; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Reinsurance financial services in the nature of providing an investment option available for annuity products; Financial services in the nature of providing an investment option available for life insurance products; Financial consulting services, namely, expert analysis in finance; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others | ACTIVE | Jan 1, 2025 |
Prosecution history
| Date | Code | Event |
|---|---|---|
| Jul 21, 2026 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Jul 21, 2026 | PUBO | PUBLISHED FOR OPPOSITION |
| Jul 15, 2026 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Jun 24, 2026 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Jun 24, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Jun 24, 2026 | XAEC | EXAMINER'S AMENDMENT ENTERED |
| Jun 24, 2026 | GNEA | EXAMINERS AMENDMENT E-MAILED |
| Jun 24, 2026 | CNEA | EXAMINERS AMENDMENT -WRITTEN |
| Jun 10, 2026 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Jun 10, 2026 | GNRT | NON-FINAL ACTION E-MAILED |
| Jun 10, 2026 | CNRT | NON-FINAL ACTION WRITTEN |
| May 27, 2026 | DOCK | ASSIGNED TO EXAMINER |
| Jan 31, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Jan 29, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED |
| Jan 29, 2026 | NWAP | NEW APPLICATION ENTERED |