USPTO serial 50019680
STEWARDSHIP ADVISORY AND GUIDANCE EXPERT
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- —
- Examiner
- BARQUET-HORNBACK, ELENA M
- Law office
- TMO LAW OFFICE 135
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
Baltimore, MD, US
Goods and services
| 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 | — |
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 |
|---|---|---|---|
| Nov 12, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 6, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jul 29, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Jul 29, 2026 | NWAP | NEW APPLICATION ENTERED | — |