Serial 99710399

Live / Applied — Non-final action mailed (as of 01 Aug 2026)

What this means for you

Not registered yet, but its 18 Mar 2026 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
99710399
Mark type
Design / logo
Filed
18 Mar 2026
Attorney of record
David Valdez

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable database management software for use by financial advisors
  • Class 036 — Insurance and financial services: Financial analysis
  • Class 041 — Education and entertainment services: Providing a website featuring non-downloadable videos in the field of financial planning

Owner

Prosecution history

  • 25 Oct 2026 — APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
  • 25 Oct 2026 — APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
  • 01 Aug 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 01 Aug 2026 — NON-FINAL ACTION E-MAILED
  • 01 Aug 2026 — NON-FINAL ACTION WRITTEN
  • 01 Aug 2026 — ASSIGNED TO EXAMINER
  • 31 Jul 2026 — NOTICE OF DESIGN SEARCH CODE E-MAILED
  • 31 Jul 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 18 Mar 2026 — APPLICATION FILING RECEIPT MAILED
  • 18 Mar 2026 — NEW APPLICATION ENTERED

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