USPTO serial 99758202
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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 21, 2026
The USPTO found no conflicting trademarks, but requires an acceptable substitute specimen or a change in filing basis for your Class 42 services because the current specimen does not clearly show use of your mark in connection with those services.
Barry Wade Lovell
San Diego, CA, US
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial advisory and consultancy services, namely, Financial technology consultancy services in the field of portfolio analysis and AI-powered investment information for individual investors. | ACTIVE | Apr 11, 2026 |
| 042 | Software as a service (SAAS) services featuring software using artificial intelligence (AI) for portfolio optimization, investment risk analysis, and generation of personalized investment insights for self-directed investors. | ACTIVE | Apr 11, 2026 |
| Date | Code | Event |
|---|---|---|
| Aug 21, 2026 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Aug 21, 2026 | GNRT | NON-FINAL ACTION E-MAILED |
| Aug 21, 2026 | CNRT | NON-FINAL ACTION WRITTEN |
| Aug 20, 2026 | DOCK | ASSIGNED TO EXAMINER |
| Jul 30, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Apr 11, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED |
| Apr 11, 2026 | NWAP | NEW APPLICATION ENTERED |