USPTO serial 99695196
ADVISORCONNECT
Reviewed by CopyMark Law Group
Status 645Office Action
- Filing date
- Status date
- Registration date
- —
- Examiner
- KON, ELISSA GARBER
- Law office
- TMEG LAW OFFICE 106
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.
Need help with ADVISORCONNECT?
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
Get help with this Office Action, set up monitoring, or talk with CopyMark.
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
Fort Lauderdale, FL, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Daniel S. Kirshner
Daniel S. Kirshner DANIEL S. KIRSHNER, ATTORNEY AT LAW, LLC4 Auer Court, Suite EFEast Brunswick, NJ 08816United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Software as a service (SAAS) services featuring software for wealth advisors and financial planners to view the financial picture of their clients. | ACTIVE | Oct 1, 2025 |
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 |
|---|---|---|---|
| Sep 30, 2026 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Sep 30, 2026 | GNFR | FINAL REFUSAL E-MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Sep 30, 2026 | CNFR | FINAL REFUSAL WRITTEN | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Sep 29, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 29, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 29, 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 13, 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 13, 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 13, 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. |
| Jul 10, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 9, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 11, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Mar 11, 2026 | NWAP | NEW APPLICATION ENTERED | — |