USPTO serial 99687297
AI-POWERED HUMAN ADVICE
Status 645Office Action
- Filing date
- Mar 6, 2026
- Status date
- Jul 23, 2026
- Registration date
- —
- Examiner
- OAKES, JEFFREY ALLEN
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What this means
The USPTO has issued an Office Action on this application. A response is typically required before the deadline, or the application can be abandoned.
Owner
Catalina Wealth Partners, LLC
Marana, AZ, US
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services | ACTIVE | Mar 6, 2026 |
Prosecution history
| Date | Code | Event |
|---|---|---|
| Jul 23, 2026 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Jul 23, 2026 | GNFR | FINAL REFUSAL E-MAILED |
| Jul 23, 2026 | CNFR | FINAL REFUSAL WRITTEN |
| Jul 8, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Jul 8, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Jul 8, 2026 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Jul 7, 2026 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Jul 7, 2026 | GNRT | NON-FINAL ACTION E-MAILED |
| Jul 7, 2026 | CNRT | NON-FINAL ACTION WRITTEN |
| Jul 7, 2026 | DOCK | ASSIGNED TO EXAMINER |
| Jul 5, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Mar 6, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED |
| Mar 6, 2026 | NWAP | NEW APPLICATION ENTERED |