USPTO serial 99681988
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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 25, 2026
The USPTO examiner found no conflicting marks, but we need to submit a disclaimer for the descriptive word 'PROCESS' in your application.
Rodelle Zuberbuhler
Freeport, IL, US
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial planning; Investment advisory services; Financial wealth management services; Financial planning for retirement; Financial consulting | ACTIVE | — |
| 041 | Educational services, namely, conducting seminars in the field of financial planning and investment management; Providing classes, seminars, workshops, presentations and retreats in the field of personal finance; Education services, namely, providing live and on-line presentations in the field of wealth management | ACTIVE | — |
| Date | Code | Event |
|---|---|---|
| Jun 25, 2026 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Jun 25, 2026 | GNRT | NON-FINAL ACTION E-MAILED |
| Jun 25, 2026 | CNRT | NON-FINAL ACTION WRITTEN |
| Jun 16, 2026 | DOCK | ASSIGNED TO EXAMINER |
| Mar 4, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED |
| Mar 4, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Mar 4, 2026 | NWAP | NEW APPLICATION ENTERED |