USPTO serial 99739821
KEYSTONE WEALTH MANAGEMENT
Reviewed by CopyMark Law Group
Status 653
- Filing date
- Status date
- Registration date
- —
- Examiner
- HETZEL, DANNEAN
- Law office
- TMEG LAW OFFICE 106
What this means
This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.
Need help with KEYSTONE WEALTH MANAGEMENT?
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Current trademark owner
Monitor this mark, or talk with CopyMark about this registration.
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analyses; Financial analysis; Financial asset management; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial consulting services, namely, expert analysis in finance; Financial investment analysis and stock research; Financial investment brokerage; Financial management; Financial management of employee pension plans; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial retirement plan consulting services; Financial services, namely, wealth management services; Monitoring financial markets for investment purposes; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Strategic financial advisory services | ACTIVE | Jun 21, 2017 |
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 7, 2026 | GNS3 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | — |
| Oct 7, 2026 | GNSL | LETTER OF SUSPENSION E-MAILED | — |
| Oct 7, 2026 | CNSL | SUSPENSION LETTER WRITTEN | — |
| Oct 7, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Oct 7, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Oct 6, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Oct 6, 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. |
| Oct 6, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Oct 6, 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 6, 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 6, 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 6, 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. |
| Jun 29, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 1, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Apr 1, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Apr 1, 2026 | NWAP | NEW APPLICATION ENTERED | — |