USPTO serial 99930673
SRS
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
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- Examiner
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- Law office
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What this means
Status 630 means your trademark application is in the USPTO queue and has not yet been assigned to an examining attorney. This is normal shortly after filing. Examination typically begins within three to four months, though timing varies. Wait for assignment and the first examiner action. Monitor TSDR monthly for status changes to 638 (assigned) or an office action.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Kevin J. Soucek
Kevin J. Soucek McDonald Hopkins LLC600 SUPERIOR AVENUE EAST, SUITE 2100CLEVELAND, OH 44114United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable mobile application for managing retirement savings accounts,investment accounts, wealth management accounts, qualified retirement planaccounts, non-qualified retirement plan accounts, and investments; Downloadablesoftware for accessing and managing retirement plan information, retirementsavings accounts, investment portfolios, non-qualified deferred compensation planaccounts, and wealth management accounts | ACTIVE | — |
| 036 | Financial and investment services, namely, financial asset acquisition consultation, investment consultation, investment advisory services, and development of investment strategies; Financial asset management; Wealth management services; Financial planning for retirement, including non-qualified retirement plans; Financial planning services, namely, non-qualified retirement plans, budgeting, savings planning, retirement planning, investment strategy development, and wealth planning; Financial planning for retirement; Financial retirement plan consulting services for qualified retirement plans, non-qualified retirement plans, non-qualified deferred compensation plans, executive deferred compensation plans, supplemental executive retirement plans (SERPs), 401(k) plans, 457(b) plans, and 457(f) plans; Financial consultation in the field of retirement plan administration, retirement plan recordkeeping, asset recordkeeping, 401(k) benefit plans, qualified retirement plans, non-qualified retirement plans, and non-qualified deferred compensation plans; Retirement plan administration services, namely, third-party administration of 401(k) retirement plans, qualified retirement plans, non-qualified retirement plans, and non-qualified deferred compensation plans; Financial administration of non-qualified retirement plans, non-qualified deferred compensation plans, executive deferred compensation plans, supplemental executive retirement plans (SERPs), 457(b) plans, and 457(f) plans; Retirement plan recordkeeping services for qualified retirement plans, non-qualified retirement plans, non-qualified deferred compensation plans, 401(k) plans, individual retirement accounts, multiple employer plans, pooled employer plans, and single employer plans; Retirement plan compliance support services, namely, financial administration and financial recordkeeping services designed to assist retirement plans with compliance with federal retirement plan requirements; Administration of multiple employer retirement plans; Administration of pooled employer retirement plans; Administration of single employer retirement plans; Pooled plan provider services, namely, serving as a pooled plan provider for pooled employer retirement plans; Financial fiduciary services for retirement plans; Investment fiduciary services for retirement plan assets; Individual retirement account services, namely, providing traditional and Roth IRA accounts; 401(k) rollover services; Investment advisory services; Investment management services, namely, serving as a discretionary investment manager for retirement plan assets, non-qualified retirement plan assets, and wealth management accounts; Securities brokerage and investment brokerage services; Estate planning consultation services; Insurance consultation services in the field of financial protection planning; Tax planning consultation services; Financial transaction services, namely, processing of retirement plan contributions; Financial transaction services, namely, processing of retirement plan loan and hardship distributions; Providing financial information in the field of retirement savings, wealth management, non-qualified retirement plans, investment strategy, and portfolio management via a website | ACTIVE | — |
| 042 | Software as a service (SaaS) featuring software for retirement plan administration, retirement plan management, retirement plan recordkeeping, participant account management, financial advisor account management, and plan sponsor account management; Software as a service (SaaS) featuring software for administration and management of qualified retirement plans, non-qualified retirement plans, non-qualified deferred compensation plans, executive deferred compensation plans, supplemental executive retirement plans (SERPs), 401(k) plans, 457(b) plans, and 457(f) plans; Providing temporary use of online, non-downloadable software for wealth management, financial planning, retirement planning, retirement savings planning, investment risk assessment, portfolio monitoring, and investment account management; Providing temporary use of online, nondownloadable software for creating customized retirement savings plans; Providing temporary use of online, non-downloadable software for generating retirement plan proposals, sales prospecting materials, and value propositions for potential retirement plan clients; Providing temporary use of online, nondownloadable software portals for retirement plan account management by plan sponsors, financial advisors, participants, employers, and plan administrators; Providing temporary use of online, non-downloadable software tools for retirement savings calculation, retirement income planning, non-qualified deferred compensation plan modeling, and investment risk assessment | 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 |
|---|---|---|---|
| Jul 9, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Jul 9, 2026 | NWAP | NEW APPLICATION ENTERED | — |