USPTO serial 99703135
GROUNDWORK
Reviewed by CopyMark Law Group
Status 681
- Filing date
- Status date
- Registration date
- —
- Examiner
- WOLFSEN, CHRISTIANNE LISBETH
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.
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Owner
Goods and 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 training programs for financial professionals for certification in the field of wealth identity assessment and behavioral finance | ACTIVE | — |
| 042 | Providing online non-downloadable 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 (SAAS) services featuring software tools for wealth identity assessment and client profiling in the field of financial planning and wealth management. | ACTIVE | — |
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 |
|---|---|---|---|
| Oct 19, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Oct 17, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Oct 16, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Oct 16, 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 16, 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 16, 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 16, 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 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 | — |