USPTO serial 99754839
ERISA
Reviewed by CopyMark Law Group
Status 641Office Action
- Filing date
- Status date
- Registration date
- —
- Examiner
- WHELAN, JAIME M
- Law office
- TMO LAW OFFICE 129
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.
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Owner
Brentwood, TN, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
MELISSA M ALLEN
MELISSA M ALLEN DREAMCOUNSEL, INC.725 Cool Springs Blvd, 6th FloorFranklin, TN 37067United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable software for retirement readiness calculations for plan participants, compensation and benefit planning for employers 401(k) employer-sponsored retirement plans and Employee Retirement Income Security Act (ERISA) plans | ACTIVE | Oct 24, 2025 |
| 035 | Financial record-keeping for retirement readiness analysis, retirement benefit administration | ACTIVE | — |
| 036 | Financial planning, Financial plan consulting, Financial advice, Financial asset management, Third party financial administration, Actuarial services, all of the aforesaid in the field of retirement and retirement plans, in particular as to 401(k) employer-sponsored retirement plans, Employee Retirement Income Security Act (ERISA) plans, and investment strategy for employees; Financial consultation and advice in the field of registered investments in the form of marketable securities traded on U.S. exchanges | ACTIVE | Oct 24, 2025 |
| 045 | Regulatory compliance consultancy in the field of retirement plan administration; Fiduciary compliance consulting, namely, consulting in the field of federal securities regulations governing investment advisory activities | ACTIVE | Oct 24, 2025 |
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.
- Other trademarks owned by Erisa Corporation
- Other trademarks in Class 009
- Other trademarks in Class 035
- Other trademarks in Class 036
- Other trademarks in Class 045
- Similar marks named ERISA
- Prosecution event GNRN explained
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 8, 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. |
| Oct 8, 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. |
| Oct 8, 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. |
| Sep 3, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 3, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 3, 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. |
| Aug 19, 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. |
| Aug 19, 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. |
| Aug 19, 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. |
| Aug 19, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Aug 17, 2026 | MDSM | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Aug 17, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Apr 9, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Apr 9, 2026 | NWAP | NEW APPLICATION ENTERED | — |