USPTO serial 99723578
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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: November 4, 2026
The USPTO examiner requires clarification on your service descriptions across multiple classes and notes that your application covers four classes while fees were only paid for three.
Jill Dauchy
Washington, DC, US
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Association services, namely, promoting the interests of individuals in financial literacy, investing, and economic empowerment; organizing and operating chapters of a membership-based community for educational and networking purposes; providing networking opportunities for individuals interested in finance and investing. | ACTIVE | — |
| 036 | Providing information in the fields of personal finance and investing for educational purposes; financial education services, namely, providing information and instruction on financial literacy and investment concepts. | ACTIVE | — |
| 041 | Educational services, namely, providing courses, workshops, seminars, and non-downloadable content in the fields of financial literacy, personal finance, investing, and wealth-building; organizing and hosting educational events, discussion groups, and peer-led investment clubs; providing online educational platforms featuring non-downloadable resources, training, and instruction in financial education; providing podcasts and ongoing audio programs in the fields of financial literacy, investing, and personal finance; entertainment and educational services, namely, providing video content and speaker series in the field of finance and investing. | ACTIVE | — |
| Date | Code | Event |
|---|---|---|
| Aug 4, 2026 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Aug 4, 2026 | GNRT | NON-FINAL ACTION E-MAILED |
| Aug 4, 2026 | CNRT | NON-FINAL ACTION WRITTEN |
| Jul 31, 2026 | DOCK | ASSIGNED TO EXAMINER |
| Jul 29, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Mar 25, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED |
| Mar 25, 2026 | NWAP | NEW APPLICATION ENTERED |