USPTO serial 99758219
NEXUM FIDUCIA
Reviewed by CopyMark Law Group
Status 641Office Action
- Filing date
- Status date
- Registration date
- —
- Examiner
- CHUO, EMILY M
- Law office
- TMEG LAW OFFICE 101
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: November 21, 2026
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Office Action issues
The USPTO found no conflicting marks, but requires clarification on your service descriptions, an adjustment for multi-class services, and a formal disclaimer for a descriptive word.
Owner
San Diego, CA, US
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial advisory and consultancy services, namely, financial advisory and consultancy services in the field of institutional portfolio management; fiduciary compliance documentation services for registered investment advisers, private banks, and family offices. | ACTIVE | Apr 11, 2026 |
| 042 | Software as a service (SAAS) services featuring software using artificial intelligence (AI) for institutional portfolio management, fiduciary compliance documentation, and investment policy statement generation; cloud-based artificial intelligence platforms for institutional wealth managers. | ACTIVE | Apr 11, 2026 |
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 |
|---|---|---|---|
| Aug 21, 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 21, 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 21, 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 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 | — |