USPTO serial 99677497
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.
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Michele M. Glessner
Michele M. Glessner Womble Bond Dickinson (US) LLP301 S. College Street, Suite 3500Charlotte, NC 28202-6050United States| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Computer software and programs for use in securities trading, and investment portfolio management; automation software for use in the financial services industry, namely, software to monitor, control, and optimize transactions, to track problems, and to generate reports | ACTIVE | Oct 13, 2014 |
| 036 | Providing information, commentary and advice in the field of financial investments; investment management; financial risk management; financial services, namely, investment fund transfer and transaction services; financial portfolio management | ACTIVE | Oct 13, 2014 |
| 042 | Design, development, installation, and maintenance of computer software in the field of financial services; developing customized software for securities trading, portfolio management, and investments. | ACTIVE | Oct 13, 2014 |
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
| Date | Code | Event | What it means |
|---|---|---|---|
| Jul 1, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jul 1, 2026 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jul 1, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jun 29, 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. |
| Jun 29, 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. |
| Jun 29, 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. |
| Jun 29, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Jun 28, 2026 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Jun 28, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 2, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Mar 2, 2026 | NWAP | NEW APPLICATION ENTERED | — |