USPTO serial 50126943
AQI
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.
Caroline E. Bryce
Caroline E. Bryce Sheridan Ross P.C.1560 BroadwaySuite 1200Denver, CO 80202Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Business administration services; Data processing services; Business consultancy relating to regulatory compliance; Business management services, namely, managing office functions in the nature of account onboarding, account administration, paperwork processing, and workflow management for investment advisory firms for others | ACTIVE | Feb 5, 2026 |
| 036 | Financial wealth management services; Financial planning; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial portfolio analysis services; Financial portfolio management; Management of securities portfolios; Financial planning for retirement; Financial retirement plan consulting services; Financial risk management; Providing financial information via a web site; Estate planning; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Investment management | ACTIVE | Feb 5, 2026 |
| 042 | Computer systems integration services; Outsource service provider in the field of information technology consulting relating to installation, maintenance and repair of computer software; Consulting services in the field of software as a service (SAAS); Computer services, namely, integration of computer software into multiple systems and networks; Providing temporary use of online, non-downloadable enterprise software for portfolio reporting, analytics, centralized data management, and workflow management in the field of investment advisory services | ACTIVE | Feb 5, 2026 |
| 045 | Fiduciary compliance consulting, namely, consulting in the field of federal securities regulations governing investment advisory activities; Regulatory compliance consulting in the field of retirement plan administration; Regulatory compliance consulting in the field of finance | ACTIVE | Feb 5, 2026 |
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 |
|---|---|---|---|
| Sep 24, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Sep 24, 2026 | NWAP | NEW APPLICATION ENTERED | — |