USPTO serial 50019680
Reviewed by CopyMark Law Group
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.
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Baltimore, MD, US
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable software featuring artificial intelligence for assessing, analyzing, and improving stewardship practices, family governance, wealth stewardship, family communication, leadership development, philanthropy, mentoring, decision-making, and multi-generational family enterprise planning; downloadable software providing personalized insights, recommendations, reports, and educational resources in the field of stewardship. | ACTIVE | — |
| 041 | Educational services, namely, providing online educational content, digital learning experiences, workshops, coaching, mentoring, and training in the fields of stewardship, family governance, wealth stewardship, family communication, leadership development, philanthropy, family enterprise, and advisor education, including educational services delivered through artificial intelligence-enabled software platforms. | ACTIVE | — |
| 042 | Providing temporary use of non-downloadable software featuring artificial intelligence for assessing, analyzing, and improving stewardship practices, family governance, wealth stewardship, family communication, leadership development, philanthropy, mentoring, decision-making, and multi-generational family enterprise planning; providing artificial intelligence-generated insights, recommendations, reporting, and decision-support tools to assist individuals, families, advisors, and family enterprises in stewardship planning and governance. | ACTIVE | — |
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
| Date | Code | Event | What it means |
|---|---|---|---|
| Jul 29, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Jul 29, 2026 | NWAP | NEW APPLICATION ENTERED | — |