USPTO serial 99650476
LIFETIME FINANCIAL
Status 601
- Filing date
- Feb 12, 2026
- Status date
- Jul 15, 2026
- Registration date
- —
- Examiner
- ZELLNER, SIERRA E
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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
KAMM Financial LLC
Onalaska, WI, US
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Investment advisory services; Financial investment brokerage services; Securities brokerage services; Mutual fund brokerage; Stocks and bonds brokerage; 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; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial planning; Financial consultancy; Financial planning for retirement; Financial risk management consultation; Providing financial information; Insurance brokerage; Insurance consultation; Providing information in insurance matters; Financial advisory and consultancy services; Investment management; Financial asset management; Providing information in the field of estate planning; Financial portfolio analysis services; Financial wealth management services; Annuity brokerage services; Fiduciary services, namely, fiduciary representative services; Providing information in the field of financial planning for higher education; Providing information in the field of financial stock and equity markets; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial advice, namely, budget planning; Financial analysis and consultation; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial risk assessment services | ACTIVE | — |
Prosecution history
| Date | Code | Event |
|---|---|---|
| Jul 15, 2026 | MAB1 | ABANDONMENT NOTICE E-MAILED - EXPRESS ABANDONMENT |
| Jul 15, 2026 | ABN1 | ABANDONMENT - EXPRESS MAILED |
| Jul 14, 2026 | EXAR | TEAS EXPRESS ABANDONMENT RECEIVED |
| Jun 12, 2026 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Jun 12, 2026 | GNRT | NON-FINAL ACTION E-MAILED |
| Jun 12, 2026 | CNRT | NON-FINAL ACTION WRITTEN |
| Jun 12, 2026 | DOCK | ASSIGNED TO EXAMINER |
| Jun 11, 2026 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Jun 11, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Feb 12, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED |
| Feb 12, 2026 | NWAP | NEW APPLICATION ENTERED |