USPTO serial 79441495
UNICA WEALTH SOLUTIONS
Reviewed by CopyMark Law Group
Status 645Office Action
- Filing date
- Status date
- Registration date
- —
- Examiner
- STEINPFAD, SARAH E
- Law office
- TMO LAW OFFICE 120
What this means
The USPTO has issued an Office Action on this application. A response is typically required before the deadline, or the application can be abandoned.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Nathan T. Harris
Nathan T. Harris Lando & Anastasi, LLP60 State Street, 23rd FloorBoston, MA 02109United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Computer programs, recorded for artificial intelligence-based wealth management, asset and property data analysis and decision support; computer software, recorded for artificial intelligence-based wealth management, asset and property data analysis and decision support; computer interfaces; downloadable computer programs for artificial intelligence-based wealth management, asset and property data analysis and decision support; downloadable computer software applications for artificial intelligence-based wealth management, asset and property data analysis and decision support; recorded and downloadable computer software platforms for artificial intelligence-based wealth management, asset and property data analysis and decision support; downloadable application software for artificial intelligence-based wealth management, asset and property data analysis and decision support for virtual environments | ACTIVE | — |
| 035 | Business management assistance; cost price analysis; business management and organization consultancy; providing business assistance in the management of industrial or commercial enterprises; advisory services for business management; computerized file management; economic forecasting; compilation of information into computer databases; systemization of information into computer databases; data search in computer files for others; price comparison services; compilation of statistics; competitive intelligence services; market intelligence services; consumer profiling for commercial or marketing purposes; business consultancy services for digital transformation; business advisory services relating to patrimony based on artificial intelligence | ACTIVE | — |
| 036 | Financial asset management services based on artificial intelligence | ACTIVE | — |
| 042 | Computer programming; computer software design; updating of computer software; consultancy in the design and development of computer hardware; rental of computer software for artificial intelligence-based wealth management, asset and property data analysis and decision support; maintenance of computer software; computer system analysis; computer system design; conversion of data and documents from physical to electronic media; installation of computer software; conversion of computer data and programs, other than physical conversion; computer software consultancy; digitization of documents; monitoring of computer system operation by remote access; software as a service (SaaS) services featuring software for artificial intelligence-based wealth management, asset and property data analysis and decision support; information technology (IT) support services, namely, troubleshooting of computer software problems; scientific research; off-site data backup; electronic data storage; providing information relating to computer technology and programming via a website; providing virtual computer systems through cloud computing; computer technology consultancy; computer services, namely, creating and designing website-based indexes of information for others; data security consultancy; software development in the framework of software publishing; platform as a service (PaaS) featuring computer software platforms for artificial intelligence-based wealth management, asset and property data analysis and decision support; development of computer platforms; writing of computer code; design of computer-simulated models; technological consultancy services for digital transformation; artificial intelligence technology consultancy; research in the field of artificial intelligence technology; computer programming services for data processing; hosting software platforms for virtual environments; providing online non-downloadable computer software for artificial intelligence-based wealth management, asset and property data analysis and decision support | 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.
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 1, 2026 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Oct 1, 2026 | GNFR | FINAL REFUSAL E-MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Oct 1, 2026 | CNFR | FINAL REFUSAL WRITTEN | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Aug 19, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Aug 19, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Aug 19, 2026 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Mar 5, 2026 | RFNT | REFUSAL PROCESSED BY IB | — |
| Feb 19, 2026 | RFCS | NON-FINAL ACTION MAILED - REFUSAL SENT TO IB | — |
| Feb 19, 2026 | RFRR | REFUSAL PROCESSED BY MPU | — |
| Jan 24, 2026 | RFCR | NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW | — |
| Jan 23, 2026 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jan 17, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 16, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Jan 16, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jan 15, 2026 | REPR | SN ASSIGNED FOR SECT 66A APPL FROM IB | — |