USPTO serial 99703135

GROUNDWORK

Status 641Office Action

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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: 16 Oct 2026

The USPTO found no conflicting marks for your trademark, but requires us to update and clarify the description of your services.

Class	Description	Status	First use
041	Educational services, namely, providing training, workshops, and methodology-based programs for financial planners, estate planners, and wealth advisors in the field of wealth identity and the psychological and relational dimensions of wealth; providing online and in-person coaching and certification programs for financial professionals in the field of wealth identity assessment and behavioral finance	ACTIVE	—
042	Providing online software for use by financial planners and wealth advisors for collecting, analyzing, and synthesizing client information related to wealth identity, money beliefs, and behavioral patterns for the purpose of generating client assessment reports; software as a service featuring tools for wealth identity assessment and client profiling in the field of financial planning and wealth management	ACTIVE	—

Date	Code	Event
Jul 16, 2026	GNRN	NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jul 16, 2026	GNRT	NON-FINAL ACTION E-MAILED
Jul 16, 2026	CNRT	NON-FINAL ACTION WRITTEN
Jul 15, 2026	DOCK	ASSIGNED TO EXAMINER
Jul 14, 2026	NWOS	NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Mar 15, 2026	MAFR	APPLICATION FILING RECEIPT MAILED
Mar 15, 2026	NWAP	NEW APPLICATION ENTERED