USPTO serial 50009396
Serial No. 50009396
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- —
- Examiner
- ROBINSON, GAYONNE N
- Law office
- TMO LAW OFFICE 138
What this means
Status 638 means your application has been assigned to a USPTO examining attorney who is reviewing it against federal law and existing marks. The first office action or approval usually follows within a few months. Monitor TSDR for the examiner's first action. No filing is required until an office action or other requirement is issued.
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Owner
Morgan Hill, CA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Khanh T. Glatzel
Khanh T. Glatzel Rimon, P.C.440 Stevens Ave., Suite 200Solana Beach, CA 92075United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Software as a service (SaaS) services featuring financial and tax software for uploading, importing, storing, accessing, managing, consolidating, and analyzing financial documents, financial transaction data, account information, wealth data, and tax information; Providing temporary use of online non-downloadable software for financial reporting, accounting, tax preparation, tax planning, investment analysis, market analysis, and business administration; Providing a website featuring technology that enables users to extract, analyze, and automatically transfer financial and tax information from electronic documents into tax forms and portfolio financial information; Software as a service (SaaS) services featuring software for providing real-time access to and consolidation of individual and family wealth asset information | ACTIVE | Jan 29, 2021 |
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 22, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 26, 2026 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Jul 26, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jul 23, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Jul 23, 2026 | NWAP | NEW APPLICATION ENTERED | — |