USPTO serial 50156896
LIZA
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.
Kathleen M. Burch
Kathleen M. Burch K&L Gates LLP1 Congress StreetSuite 2900Boston, MA 02114Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial services, namely, assisting individuals with locating and identifying retirement accounts, consolidating former employer-sponsored retirement accounts, and transferring funds to rollover individual retirement accounts | ACTIVE | Apr 7, 2026 |
| 042 | Software as a service (SAAS) services featuring software using artificial intelligence for providing information and interactive guidance concerning retirement account discovery, rollovers, and transfers; Software as a service (SAAS) services featuring software using artificial intelligence for processing documents and data relating to retirement account rollovers and transfers, validating account information, identifying processing exceptions, and routing tasks for human review; Providing temporary use of online non-downloadable chatbot software using artificial intelligence for answering questions and assisting users in locating retirement accounts and completing retirement account rollovers and transfers; Platform as a service (PAAS) featuring computer software platforms using artificial intelligence for locating retirement accounts and facilitating retirement account rollovers and transfers | ACTIVE | Apr 7, 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 |
|---|---|---|---|
| Oct 12, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Oct 12, 2026 | NWAP | NEW APPLICATION ENTERED | — |