USPTO serial 99712608
ANY IRA, ANY 401K, ANY ROLLOVER
Status 641Office Action
- Filing date
- Mar 19, 2026
- Status date
- Aug 3, 2026
- Registration date
- —
- Examiner
- VERHOSEK, WILLIAM T
Need help with ANY IRA, ANY 401K, ANY ROLLOVER?
CopyMark Law Group can help you respond to USPTO correspondence, keep a registration alive, or watch new filings against your mark.
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.
Deadline: Nov 3, 2026
Office Action issues
The USPTO examiner has refused your trademark as merely descriptive of your financial services and requested additional information and documentation about your services.
Owner
Carlos Rojas
VISALIA, CA, US
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Individual retirement account services; Financial planning for retirement; Financial retirement plan consulting services; Financial administration of retirement plans; Electronic transfers of money; Financial advice on retirement; Advice on finance during retirement; Financial advice relating to retirement; Pension fund investment management; Investment management of pension funds; Financial administration of employee pension plans; Financial management of employee pension plans; Business, stock option and pension valuation services; Financial management in the field of IRA and 401(k) rollovers; Financial management in the field of IRA rollovers; Financial management in the field of 401(k) rollovers; Financial management in the field of pension rollovers; Financial management in the field of account rollovers; Financial management in the field of 1035 exchange; Financial management in the field of annuities; Financial management in the field of annuities; Financial advisory services; Strategic financial advisory services; Providing financial advisory services; Strategic corporate financial advisory services; Financial information and advisory services; Financial advisory and consultancy services; Financial planning and investment advisory services; Financial advisory services rendered using artificial intelligence (AI); Providing financial advisory services in the field of virtual currency; Providing financial advisory services in the field of digital currency; Investment advice; Commodity investment advice; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Advice relating to investments; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial management in the field of direct rollovers; Financial management in the field of 403(b) rollovers; Financial management in the field of Roth IRA rollovers; Financial management in the field of 457 rollovers; Financial management in the field of simple IRA rollovers; Financial management in the field of SEP IRA rollovers; Financial management in the field of traditional rollovers; Financial management in the field of conversion rollovers; Financial management in the field of inherited rollovers; Financial management in the field of beneficiary rollovers; Financial management in the field of qualified rollovers; Financial management in the field of non-qualified rollovers; Financial management in the field of variable annuity rollovers; Financial management in the field of late rollovers; Financial management in the field of self-certification rollovers; Financial management in the field of indirect rollovers | ACTIVE | Mar 1, 2026 |
Prosecution history
| Date | Code | Event |
|---|---|---|
| Aug 3, 2026 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Aug 3, 2026 | GNRT | NON-FINAL ACTION E-MAILED |
| Aug 3, 2026 | CNRT | NON-FINAL ACTION WRITTEN |
| Jul 31, 2026 | DOCK | ASSIGNED TO EXAMINER |
| Jul 30, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Mar 19, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED |
| Mar 19, 2026 | NWAP | NEW APPLICATION ENTERED |