USPTO serial 99736856
KEYSTONE WEALTH MANAGEMENT
Status 661
- Filing date
- Mar 31, 2026
- Status date
- Aug 5, 2026
- Registration date
- —
- Examiner
- WELLS, KELLEY L
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What this means
This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.
Owner
Maria A Valencia
Spring, TX, US
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial planning and investment advisory services; Financial portfolio management; Financial retirement plan consulting services; Estate planning; Financial consultation in the field of investments, wealth management, and asset allocation; Insurance brokerage services; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds | ACTIVE | — |
Prosecution history
| Date | Code | Event |
|---|---|---|
| Aug 5, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Aug 5, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Aug 5, 2026 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Jun 28, 2026 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Jun 28, 2026 | GNRT | NON-FINAL ACTION E-MAILED |
| Jun 28, 2026 | CNRT | NON-FINAL ACTION WRITTEN |
| Jun 28, 2026 | DOCK | ASSIGNED TO EXAMINER |
| Mar 31, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED |
| Mar 31, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Mar 31, 2026 | NWAP | NEW APPLICATION ENTERED |