USPTO serial 99660359
EIGHTPOINT FINANCIAL
Status 686
- Filing date
- Feb 19, 2026
- Status date
- Jul 28, 2026
- Registration date
- —
- Examiner
- DINALLO, KEVIN M
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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
Timothy David O'Brien
Glenshaw, PA, US
Timothy David O'Brien
Glenshaw, PA, US
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial consulting; Financial planning; Financial advice; Financial valuations; Financial consultation; Financial consultancy; Financial management; Investment management; Investment consultancy; Investment advisory services; Mutual fund investment; Investment risk assessment services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Investment of funds for others; Investment management of pension funds; Private equity fund investment services; Real estate funds investment services; Family office investment advisory services; Mutual funds and capital investment; Family office investment management services; Monitoring financial markets for investment purposes; Financial planning and investment advisory services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial investment analysis and stock research; Financial services in the nature of an investment security; Transfer agency services rendered to issuers of investment securities; Financial services, namely, investment fund transfer and transaction services; Investment services, namely, asset acquisition, consultation, development and management services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Brokerage services for capital investments; Financial management relating to investments; Maintaining escrow accounts for investments; Securities trading and investing services for others via the internet; Provision of financial information relating to the finance industry involved in environmentally focused investments; 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 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, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network | ACTIVE | Oct 6, 2022 |
Prosecution history
| Date | Code | Event |
|---|---|---|
| Jul 28, 2026 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Jul 28, 2026 | PUBO | PUBLISHED FOR OPPOSITION |
| Jul 22, 2026 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Jun 30, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Jun 30, 2026 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Jun 30, 2026 | XAEC | EXAMINER'S AMENDMENT ENTERED |
| Jun 30, 2026 | GNEA | EXAMINERS AMENDMENT E-MAILED |
| Jun 30, 2026 | CNEA | EXAMINERS AMENDMENT -WRITTEN |
| Jun 29, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Jun 29, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Jun 29, 2026 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Jun 17, 2026 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Jun 17, 2026 | GNRT | NON-FINAL ACTION E-MAILED |
| Jun 17, 2026 | CNRT | NON-FINAL ACTION WRITTEN |
| Jun 17, 2026 | DOCK | ASSIGNED TO EXAMINER |
| Jun 16, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Feb 19, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED |
| Feb 19, 2026 | NWAP | NEW APPLICATION ENTERED |