USPTO serial 99928888
GUIDING WEALTH WITH WISDOM
Reviewed by CopyMark Law Group
Status 681
- Filing date
- Status date
- Registration date
- —
- Examiner
- HAYNES, SAMANTHA M
- 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
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STACEY-ANN TAYLOR
STACEY-ANN TAYLOR LAW OFFICE OF STACEY-ANN TAYLOR, LLC730 Peachtree St. NE#570Atlanta, GA 30308Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Investment advisory services; Financial planning consultation; Financial planning and investment advisory services; Financial planning for retirement; Financial asset management in the field of retirement savings plans; Providing information in the field of financial planning; Providing information in the field of financial planning for higher education; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial advice relating to tax; Financial portfolio management; Management of securities portfolios; Financial wealth management services; Providing information in the field of wealth management; Estate planning; Providing information in the field of estate planning; Wealth transfer planning; Consulting services in the field of employee benefit plans concerning insurance and finance; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Providing on-line information in the field of charitable monetary giving through financial and estate planning | 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 8, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Oct 7, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 8, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jul 8, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Jul 8, 2026 | NWAP | NEW APPLICATION ENTERED | — |