USPTO serial 99858058
INNOVATION FAMILY OFFICE
Reviewed by CopyMark Law Group
Status 681
- Filing date
- Status date
- Registration date
- —
- Examiner
- OBREGON, MICHAEL A
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Leopold Lueddemann
9000 Crow Canyon RoadSte. S#130Danville, CA 94506Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial analysis; Financial analyses; Financial advice; Financial consulting; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial investment brokerage; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial planning consultation; Financial consulting services, namely, expert analysis in finance; Financial trust operations; Financial services, namely, investment fund transfer and transaction services; Strategic financial advisory services; Strategic corporate financial advisory services; Financial restructuring services; On-line trading of financial instruments, shares, options and other derivative products; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial counseling services, namely, helping others build a better working relationship with their money; Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial risk management consultation; Financial consultation; Financial forecasting; Financial consultation in the field of cash flow and investment strategy, risk mitigation, estate planning; Financial advisory and consultancy services, namely, cash flow and investment strategy, risk mitigation, estate planning; Financial asset management; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial advice, namely, budget planning; Financial trust planning; Providing information in the field of financial stock and equity markets; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing investors with financial information; Conducting financial feasibility studies; Financial investment analysis and stock research; Providing financial information; Financial consultancy; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, wealth management services; Providing information and research in the field of finance and financial investments; Financial consultancy and insurance consultancy; Financial data analysis; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Providing financial assessment services to advise in investment and insurance products, retirement investment services, and business financial planning; Financial management in the field of advise in investment and insurance products, retirement investment services, and business financial planning; Financial management; Financial research; Providing financial information and analysis; Family office services in the nature of financial wealth management services; Financial wealth management services; Financial advice relating to retirement; Financial portfolio management; Financial services in the nature of providing an investment option available for life insurance products; Reinsurance financial services in the nature of providing an investment option available for annuity products; Providing information in the field of financial planning; Financial advice relating to tax; Financial consultancy services; Providing financial risk assessment services; Financial advisory services; Financial administration of mutual funds; Providing information in the field of personal finance; Advice on finance during retirement; Financial advisory and consultancy services, namely, business financial planning services; Financial advisory and consultancy services, namely, financial planning for businesses and individuals; Financial advisory and consultancy services, namely, investment advisory, insurance advisory, and retirement planning services; Financial advisory and consultancy services, namely, investment and insurance products, retirement investment services, and business financial planning; Providing information in the field of employee financial benefit plans; Insurance and financial information and consultancy services; Financial administration of group insurance plans; Financial administration of employee benefit plans; Investment consultancy | ACTIVE | — |
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 |
|---|---|---|---|
| Nov 4, 2026 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Oct 14, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Sep 25, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 24, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 24, 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. |
| Sep 22, 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. |
| Sep 22, 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. |
| Sep 22, 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 22, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Jun 1, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jun 1, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Jun 1, 2026 | NWAP | NEW APPLICATION ENTERED | — |