Drawing for THE SELF-MONITORING PORTFOLIO

USPTO serial 50178755

THE SELF-MONITORING PORTFOLIO

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.

Status 630: 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.

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Owner

Attorney of record

The USPTO lists this attorney as the applicant's representative for correspondence on this application.

Johanna Schmitt

Johanna Schmitt Norton Rose Fulbright US LLP1301 Avenue of the AmericasNew York, NY 10019United States

Goods and services

ClassDescriptionStatusFirst use
042Software as a service (SaaS) featuring software for use in automating reporting and compliance for private credit lenders; Software as a service (SaaS) services featuring software for automated extraction and structuring of data from financial documents; artificial intelligence and machine learning-based data processing services incorporating natural language processing, audit logging, and traceability tools, in the field of private markets and institutional financeACTIVE—

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

DateCodeEventWhat it means
Oct 23, 2026MAFRAPPLICATION FILING RECEIPT MAILED—
Oct 23, 2026NWAPNEW APPLICATION ENTERED—

Frequently asked questions

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