USPTO serial 99680512
KCA WEALTH MANAGEMENT
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- —
- Examiner
- ORSCHELN, COLLEEN J
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 686 means your mark is published in the USPTO Official Gazette and in the 30-day opposition period. If no opposition is filed, prosecution typically continues toward registration or a Notice of Allowance. Monitor the opposition window. After it closes, watch for Notice of Allowance (intent-to-use) or registration (use-based).
Need help with KCA WEALTH MANAGEMENT?
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.
Current trademark owner
Monitor this mark, or talk with CopyMark about this registration.
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
John P. Newell
John P. Newell Swyft Legal LLC1814 North Memorial WayHouston, TX 77007United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Business management consulting; Business strategic planning services; Business succession planning; Business advisory services; Business risk management consultation; Business advisory services in the field of exit option evaluation, pre-sale preparation, business optimization prior to sale, post-transaction financial transition planning, liquidity event planning; Business acquisition and merger consultation; Providing business continuity consulting; Tax planning | ACTIVE | Jan 1, 2017 |
| 036 | Financial administration of retirement plans; Financial planning; Financial wealth management services; Financial asset management in the field of retirement savings plans and income, real estate, trusts and estates; Investment consultation; Financial retirement plan consulting services; Annuity brokerage services; Business brokerage services and related consulting pertaining to business sales, mergers, acquisitions and business valuations; Consulting services in the field of employee benefit plans concerning insurance and finance; Financial risk management consultation; Insurance agency and brokerage; Estate planning; Real estate investment consultancy; Real estate investment trust advisory services | ACTIVE | Jan 1, 2017 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Nov 10, 2026 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Nov 10, 2026 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Nov 4, 2026 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Oct 7, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Oct 2, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Oct 2, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Oct 2, 2026 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | 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 2, 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. |
| Jul 2, 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. |
| Jul 2, 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 30, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Jun 29, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 3, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Mar 3, 2026 | NWAP | NEW APPLICATION ENTERED | — |