USPTO serial 99739821
KEYSTONE WEALTH MANAGEMENT
Status 641Office Action
- Filing date
- Apr 1, 2026
- Status date
- Jul 6, 2026
- Registration date
- —
- Examiner
- HETZEL, DANNEAN
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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: October 6th, 2026
Owner
David M Becker
Waterloo, IA, US
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 |
Prosecution history
| Date | Code | Event |
|---|---|---|
| Jul 6, 2026 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Jul 6, 2026 | GNRT | NON-FINAL ACTION E-MAILED |
| Jul 6, 2026 | CNRT | NON-FINAL ACTION WRITTEN |
| 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 |