USPTO serial 99822224
STRATEGIC INVESTMENT SERVICES
Status 641Office Action
- Filing date
- May 13, 2026
- Status date
- Jul 29, 2026
- Registration date
- —
- Examiner
- TENG, SIMON
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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: 29 Oct 2026
Office Action issues
The USPTO examiner issued refusals based on likelihood of confusion with existing and pending marks, as well as descriptiveness and genericness.
Owner
Bellina & Associates, Inc
Miami, FL, US
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Business management consulting and advisory services relating to employee retirement plans, compensation structures, profit-sharing plans, money purchase plans, and defined benefit plans; business administration consulting in the field of financial and retirement benefit programs | ACTIVE | — |
| 036 | Capital investment consulting; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consulting services, namely, advising others regarding intellectual property investments; Investment consultation; Investment services, namely, asset acquisition, consultation, development and management services | ACTIVE | Dec 1, 1994 |
| 041 | Educational services, namely, conducting seminars, workshops, webinars, and training programs in the fields of financial planning, investment management, retirement planning, insurance, estate planning, tax planning, and wealth management; providing online non-downloadable educational materials in the field of finance and investments. | ACTIVE | — |
| 045 | Legal support services relating to estate planning, trust planning, and legacy planning; providing information in the field of legal insurance services; legal advisory services relating to financial and estate matters | ACTIVE | — |
Prosecution history
| Date | Code | Event |
|---|---|---|
| Aug 7, 2026 | AMPX | PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED |
| Aug 7, 2026 | PARI | TEAS VOLUNTARY AMENDMENT RECEIVED |
| Jul 29, 2026 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Jul 29, 2026 | GNRT | NON-FINAL ACTION E-MAILED |
| Jul 29, 2026 | CNRT | NON-FINAL ACTION WRITTEN |
| Jul 28, 2026 | DOCK | ASSIGNED TO EXAMINER |
| May 13, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED |
| May 13, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| May 13, 2026 | NWAP | NEW APPLICATION ENTERED |