USPTO serial 99671788
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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: September 30, 2026
The examiner has identified that you need to clarify the description of your services because some of the wording is indefinite or overly broad.
Jeffrey Faine
Gotha, FL, US
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial advisory and consultancy services, namely, Financial planning and investment advisory services; retirement planning services; financial consulting services in the field of retirement income distribution strategies; insurance consulting services; providing financial information in the field of tax-efficient retirement income planning; annuity brokerage and consultation; advisory services relating to wealth management and asset allocation strategies; financial risk management consultation in the field of retirement and longevity planning. | ACTIVE | — |
| Date | Code | Event |
|---|---|---|
| Jun 30, 2026 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Jun 30, 2026 | GNRT | NON-FINAL ACTION E-MAILED |
| Jun 30, 2026 | CNRT | NON-FINAL ACTION WRITTEN |
| Jun 25, 2026 | DOCK | ASSIGNED TO EXAMINER |
| Jun 24, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Feb 26, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED |
| Feb 26, 2026 | NWAP | NEW APPLICATION ENTERED |