USPTO serial 50005712
SILVIA
Reviewed by CopyMark Law Group
Status 681
- Filing date
- Status date
- Registration date
- —
- Examiner
- DUENAS, TAYLOR S
- 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
New York, NY, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Marjorie Witter Norman
Marjorie Witter Norman Reed Smith LLP1901 Avenue of the Stars, Suite 700Los Angeles, CA 90067United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Software as a service (SAAS) services featuring software for storing, centralizing, analyzing, tracking, and managing financial data and financial information associated with banks, brokerages, real property holdings, loans and debt obligations, personal assets, and crypto wallets; Software as a service (SAAS) services featuring software for tracking and calculating personal net worth, spending and expenses, and projected cash runways; Software as a service (SAAS) services featuring software for providing financial and investment information and advice; Software as a service (SAAS) services featuring software for analyzing financial investments and decisions in view of financial and investment goals; Software as a service (SAAS) services featuring software for tracking and calculating estimates and valuations of real estate, private investments, businesses, and personal assets; Software as a service (SAAS) services featuring software for tracking and monitoring interest rates, loan terms, and debt-related information; Software as a service (SAAS) services featuring software for tracking, storing, and monitoring financial transactions; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for storing, centralizing, analyzing, tracking, and managing financial data and financial information associated with banks, brokerages, real property holdings, loans and debt obligations, personal assets, and crypto wallets; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for tracking and calculating personal net worth, spending and expenses, and projected cash runways; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for providing financial and investment information and advice; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for analyzing financial investments and decisions in view of financial and investment goals; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for tracking and calculating estimates and valuations of real estate, private investments, businesses, and personal assets; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for tracking and monitoring interest rates, loan terms, and debt-related information; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for tracking, storing, and monitoring financial transactions; Providing temporary use of on-line non-downloadable software for storing, centralizing, analyzing, tracking, and managing financial data and financial information associated with banks, brokerages, real property holdings, loans and debt obligations, personal assets, and crypto wallets; Providing temporary use of on-line non-downloadable software for tracking and calculating personal net worth, spending and expenses, and projected cash runways; Providing temporary use of on-line non-downloadable software for providing financial and investment information and advice; Providing temporary use of on-line non-downloadable software for analyzing financial investments and decisions in view of financial and investment goals; Providing temporary use of on-line non-downloadable software for tracking and calculating estimates and valuations of real estate, private investments, businesses, and personal assets; Providing temporary use of on-line non-downloadable software for tracking and monitoring interest rates, loan terms, and debt-related information; Providing temporary use of on-line non-downloadable software for tracking, storing, and monitoring financial transactions; Providing temporary use of online non-downloadable chatbot software for storing, centralizing, analyzing, tracking, and managing financial data and financial information associated with banks, brokerages, real property holdings, loans and debt obligations, personal assets, and crypto wallets; Providing temporary use of online non-downloadable chatbot software for tracking and calculating personal net worth, spending and expenses, and projected cash runways; Providing temporary use of online non-downloadable chatbot software for providing financial and investment information and advice; Providing temporary use of online non-downloadable chatbot software for analyzing financial investments and decisions in view of financial and investment goals; Providing temporary use of online non-downloadable chatbot software for tracking and calculating estimates and valuations of real estate, private investments, businesses, and personal assets; Providing temporary use of online non-downloadable chatbot software for tracking and monitoring interest rates, loan terms, and debt-related information; Providing temporary use of online non-downloadable chatbot software for tracking, storing, and monitoring financial transactions; Providing on-line non-downloadable software using artificial intelligence (AI) for storing, centralizing, analyzing, tracking, and managing financial data and financial information associated with banks, brokerages, real property holdings, loans and debt obligations, personal assets, and crypto wallets; Providing on-line non-downloadable software using artificial intelligence (AI) for tracking and calculating personal net worth, spending and expenses, and projected cash runways; Providing on-line non-downloadable software using artificial intelligence (AI) for providing financial and investment information and advice; Providing on-line non-downloadable software using artificial intelligence (AI) for analyzing financial investments and decisions in view of financial and investment goals; Providing on-line non-downloadable software using artificial intelligence (AI) for tracking and calculating estimates and valuations of real estate, private investments, businesses, and personal assets; Providing on-line non-downloadable software using artificial intelligence (AI) for tracking and monitoring interest rates, loan terms, and debt-related information; Providing on-line non-downloadable software using artificial intelligence (AI) for tracking, storing, and monitoring financial transactions; Providing temporary use of online non-downloadable chatbot software using artificial intelligence (AI) for storing, centralizing, analyzing, tracking, and managing financial data and financial information associated with banks, brokerages, real property holdings, loans and debt obligations, personal assets, and crypto wallets; Providing temporary use of online non-downloadable chatbot software using artificial intelligence (AI) for tracking and calculating personal net worth, spending and expenses, and projected cash runways; Providing temporary use of online non-downloadable chatbot software using artificial intelligence (AI) for providing financial and investment information and advice; Providing temporary use of online non-downloadable chatbot software using artificial intelligence (AI) for analyzing financial investments and decisions in view of financial and investment goals; Providing temporary use of online non-downloadable chatbot software using artificial intelligence (AI) for tracking and calculating estimates and valuations of real estate, private investments, businesses, and personal assets; Providing temporary use of online non-downloadable chatbot software using artificial intelligence (AI) for tracking and monitoring interest rates, loan terms, and debt-related information; Providing temporary use of online non-downloadable chatbot software using artificial intelligence (AI) for tracking, storing, and monitoring financial transactions; Providing temporary use of online non-downloadable chatbot software using large language models (LLMs) for storing, centralizing, analyzing, tracking, and managing financial data and financial information associated with banks, brokerages, real property holdings, loans and debt obligations, personal assets, and crypto wallets; Providing temporary use of online non-downloadable chatbot software using large language models (LLMs) for tracking and calculating personal net worth, spending and expenses, and projected cash runways; Providing temporary use of online non-downloadable chatbot software using large language models (LLMs) for providing financial and investment information and advice; Providing temporary use of online non-downloadable chatbot software using large language models (LLMs) for analyzing financial investments and decisions in view of financial and investment goals; Providing temporary use of online non-downloadable chatbot software using large language models (LLMs) for tracking and calculating estimates and valuations of real estate, private investments, businesses, and personal assets; Providing temporary use of online non-downloadable chatbot software using large language models (LLMs) for tracking and monitoring interest rates, loan terms, and debt-related information; Providing temporary use of online non-downloadable chatbot software using large language models (LLMs) for tracking, storing, and monitoring financial transactions; Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence (AI) for storing, centralizing, analyzing, tracking, and managing financial data and financial information associated with banks, brokerages, real property holdings, loans and debt obligations, personal assets, and crypto wallets; Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence (AI) for tracking and calculating personal net worth, spending and expenses, and projected cash runways; Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence (AI) for providing financial and investment information and advice; Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence (AI) for analyzing financial investments and decisions in view of financial and investment goals; Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence (AI) for tracking and calculating estimates and valuations of real estate, private investments, businesses, and personal assets; Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence (AI) for tracking and monitoring interest rates, loan terms, and debt-related information; Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence (AI) for tracking, storing, and monitoring financial transactions | ACTIVE | Sep 19, 2025 |
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 |
|---|---|---|---|
| Oct 20, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Oct 20, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 22, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jul 21, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Jul 21, 2026 | NWAP | NEW APPLICATION ENTERED | — |