USPTO serial 50131874
PORTFOLIOPILOT
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- —
- Examiner
- —
- Law office
- —
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
San Francisco, CA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Jeremy Peter Green Eche
Jeremy Peter Green Eche JPG Legal254 36th StSuite B541Brooklyn, NY 11232Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Investment advisory services | ACTIVE | Aug 1, 2022 |
| 042 | Providing temporary use of a web-based software application for portfolio analysis, retirement planning, and personalized investment recommendations; Providing on-line non-downloadable software for obtaining investment advisory services; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for financial advising | ACTIVE | Aug 1, 2022 |
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 28, 2026 | NWAP | NEW APPLICATION ENTERED | — |
| Sep 28, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |