USPTO serial 50092466
CONGRUENT
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
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- Examiner
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- Law office
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What this means
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.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Aaron Y. Silverstein
Aaron Y. Silverstein Saunders & Silverstein LLP14 Cedar Street, Suite 224Amesbury, MA 01913United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable podcasts in the field of insurance, finance, annuities, investments, and employee benefits; Downloadable software for providing information in the field of finance, insurance, annuities, investments, and employee benefits; Downloadable software for accessing and managing insurance policies and claims, capital, financial assets, annuities, and employee benefits | ACTIVE | — |
| 035 | Business management and consulting services in the fields of insurance, finance, and employee benefits; Business consulting services; Providing career information; Career placement consulting services | ACTIVE | — |
| 036 | Providing information in the field of finance; Providing information in the field of insurance; Individual retirement account services; Financial administration of retirement plans; Financial retirement plan consulting services; Financial asset management in the field of retirement plans; Investment management in the fields of retirement, insurance, bonds, and equities; Financial management of employee pension funds; Equity capital investment; Consumer lending services; Financial analysis and research services; Insurance analysis and research services; Financial risk assessment services; Consultancy services relating to civil infrastructure investment; Advisory services in the field of asset management; Financial asset management; Investment services, namely asset acquisition, consultation, development and management services; Credit consultation; Consulting services in the field of tuition and student loans; Infrastructure investment services; Financial wealth management services; Health insurance underwriting, brokerage, consultancy, and administration; Disability insurance underwriting, brokerage, consultancy, and administration; Dental insurance underwriting, brokerage, consultancy, and administration; Vision insurance underwriting, brokerage, consultancy, and administration; Underwriting, issuance, brokerage, and administration of annuities; Financial services, namely, providing investment options for variable annuity and variable insurance products; Stop-loss insurance underwriting, brokerage, administration, and consultancy | ACTIVE | — |
| 041 | Providing a website featuring non-downloadable publications in the nature of articles in the field of financial news and information; Providing a website featuring on-line electronic newsletters in the field of financial news and information via e-mail; Educational services, namely, providing educational podcasts in the field of financial news and information; Online journals, namely, blogs in the field of financial news and information; Providing non-downloadable videos in the fields of insurance, finance, annuities, investments, and employee benefits; Providing online non-downloadable educational podcasts in the field of insurance, finance, annuities, investments, and employee benefits; Publication of digital educational materials | ACTIVE | — |
| 042 | Providing online non-downloadable chatbot software using large language models (LLMs) for providing information in the fields of finance, insurance, and employee benefits; Providing online non-downloadable software for providing information in the field of finance, insurance, and employee benefits; Platform as a service featuring computer software platforms for managing insurance policies and claims, capital management, annuities, investments, and accessing and managing employee benefits; Providing online non-downloadable software for managing insurance policies and claims, capital management, annuities, investments, and accessing and managing employee benefits | 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.
- Other trademarks owned by Congruent Holdings LLC
- Other trademarks in Class 009
- Other trademarks in Class 035
- Other trademarks in Class 036
- Other trademarks in Class 041
- Other trademarks in Class 042
- Similar marks named CONGRUENT
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Sep 5, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Sep 5, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Sep 5, 2026 | NWAP | NEW APPLICATION ENTERED | — |