Drawing for SUMM

USPTO serial 79447702

SUMM

Reviewed by CopyMark Law Group

Status 661
Filing date
Status date
Registration date
—
Examiner
NEWKIRK, MERIDITH E.
Law office
TMO LAW OFFICE 111

What this means

This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.

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Owner

Attorney of record

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

Stephen Drysdale

Stephen Drysdale Drysdale Legal Pty Ltd908/233 Pyrmont StreetPyrmont, NSW 2009Australia

Goods and services

ClassDescriptionStatusFirst use
009Downloadable computer application software for management, automation, calculation, reporting, integration, and processing of cryptocurrency transactions, digital asset taxation, blockchain data analysis, and tax compliance; computer hardware and downloadable software for cryptocurrency and financial management, namely software for mining, managing, exchanging, receiving, spending and accessing cryptocurrency transactions and assets; downloadable computer operating system software; downloadable computer programs for financial management; downloadable computer programs for financial reporting; downloadable computer programs relating to financial matters, namely, for aggregating and importing cryptocurrency and digital asset transaction data from cryptocurrency exchanges and wallets, for tracking and categorising cryptocurrency transactions, for calculating capital gains, income and expenses, and for generating tax reports and financial reports relating to cryptocurrency and digital assets; downloadable computer software for importing and integrating transaction data from third-party exchanges, wallets and accounting platforms, for data management and data analysis, for tracking and reporting on digital asset portfolios, and for generating, exporting and filing tax reports; downloadable computer software and programs for management, automation,calculation, reporting, integration, and processing of cryptocurrency transactions, digital asset taxation, blockchain data analysis, and tax compliance; downloadable computer software for business purposes, namely, analyzing market information, business administration, business management, cryptocurrency asset management and database management; downloadable computer software for facilitating payment transactions by electronic means; downloadable computer software to maintain and operate a computer system; downloadable computer software for use as a cryptocurrency wallets; cryptocurrency hardware wallets; downloadable computer software for managing cryptocurrency transactions; downloadable software for generating cryptographic keys for receiving and spending cryptocurrency; downloadable software for receiving and accessing cryptocurrency; downloadable financial management softwareACTIVE—
035Accounting services; business office administration of offices in the field of financial trusts; business and financial auditing; compilation of financial information for business purposes; compilation of information relating to financial data for business purposes; consultancy relating to financial auditing; financial accounting; financial auditing; marketing in the area of finance; financial records management; financial statement preparation and analysis for businesses; income tax preparation; professional business consultancy in the financial field; professional business consultancy services in the financial field; professional business consultancy for commercial businesses in the financial field; professional business consultancy services for commercial businesses in the financial field; providing an on-line marketplace for buyers and sellers of downloadable computer software for use as a cryptocurrency wallets authenticated by non-fungible tokens (NFTs); providing an online marketplace for buyers and sellers of downloadable computer software for use as a cryptocurrency wallets authenticated by non-fungible tokens (NFTs); providing business information in the field of blockchain technology and cryptocurrency; provision of business information relating to taxes and custom duties; tax preparation services provided via the internet, namely tax services, namely, tax auditing services in the nature of tax assessment; business file management, tax filing, tax planning, tax accounting and tax preparation services, provided via the InternetACTIVE—
036Cryptocurrency asset management in the nature of financial asset management; cryptocurrency asset management services in the nature of financial asset management; cryptocurrency exchange services; cryptocurrency exchange services featuring blockchain technology; cryptocurrency investment advisory services; cryptocurrency investment services namely, providing financial information and portfolio tracking services relating to cryptocurrency and digital asset investments, and providing cryptocurrency investment performance and capital gains reports; cryptocurrency trading; cryptocurrency trading services; electronic transfer of cryptocurrency; financial advice; financial advice relating to tax; financial advice services; financial advisory services relating to tax; financial analyses; financial analysis; financial analysis and consultancy; financial transactions, namely, reconciling cryptocurrency, digital asset, share and exchange-traded fund transactions across multiple exchanges, wallets and brokerage accounts via a global computer network; monetary transactions, namely, cryptocurrency and digital asset exchange services, and transfer of cryptocurrency and digital assets between wallets and accounts; financial asset management; financial banking; financial banking services; financial consultancy; financial consultancy in the field of cryptocurrency; financial consulting; financial consulting and management services; financial data analysis; financial exchange of cryptocurrency; financial information; financial information in the field of cryptocurrency; financial information services; financial information services relating to cryptocurrency; financial investment, namely, providing tax-related financial analysis and tax loss harvesting analysis for cryptocurrency and share portfolios; financial management; financial management and planning; financial management of funds; financial management of investments; financial payment services, namely, namely, cryptocurrency payment processing and tax payment processing services; financial services, namely, financial portfolio tracking, financial analysis and financial reporting relating to cryptocurrency, digital assets, shares, exchange-traded funds and dividends, and providing financial information relating to capital gains, dividends and franking credits; electronic financial trading services; financial payment verification services relating to cryptocurrency staking; management of cryptocurrency assets in the nature of financial asset management; payment processing services in the field of tax payments; providing financial information; providing information and research in the field of finance and financial investments; tax payment processing services; financial trading of cryptocurrencyACTIVE—
042Computer programming services; computer software development; computer software maintenance; computer software programming; cryptocurrency mining; cryptocurrency staking services in the nature of providing online non-downloadable computer software platforms for validating cryptocurrency transaction data on blockchains; cryptographic engineering in the nature of electrical and computer engineering; design and development of computer software for data processing; design, development, maintenance and updating of computer software for data processing; design, programming and maintenance of computer software; electronic monitoring of financial exchange of cryptocurrency to detect fraud via the Internet; electronic storage of business and financial information; electronic storage of cryptocurrency; electronic storage of financial information; maintenance of computer software; maintenance of computer software for data processing; maintenance of data processing software; mining of cryptocurrency; programming of computer software; software as a service (SaaS) featuring software for management, automation, calculation, reporting, integration, and processing of cryptocurrency transactions, digital asset taxation, blockchain data analysis, and tax compliance; software as a service (SaaS) featuring software for cryptocurrency and financial management, namely software for mining, managing, exchanging, receiving, spending and accessing cryptocurrency transactions and assets; software as a service (SAAS) for the purpose of providing product information and data exchange services; user authentication services using blockchain technology for cryptocurrency transactionsACTIVE—

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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
Nov 11, 2026TEMETEAS/EMAIL CORRESPONDENCE ENTERED—
Nov 11, 2026CRFACORRESPONDENCE RECEIVED IN LAW OFFICE—
Nov 11, 2026TROATEAS RESPONSE TO OFFICE ACTION RECEIVEDThis 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.
Jul 2, 2026RFNTREFUSAL PROCESSED BY IB—
Jun 17, 2026RFCSNON-FINAL ACTION MAILED - REFUSAL SENT TO IB—
Jun 17, 2026RFRRREFUSAL PROCESSED BY MPU—
Apr 29, 2026RFCRNON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW—
Apr 28, 2026CNRTNON-FINAL ACTION WRITTENA 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.
Apr 23, 2026DOCKASSIGNED TO EXAMINER—
Apr 22, 2026MAFRAPPLICATION FILING RECEIPT MAILED—
Apr 22, 2026NWOSNEW APPLICATION OFFICE SUPPLIED DATA ENTERED—
Apr 15, 2026LIMILIMITATION FROM ORIGINAL APPLICATION ENTERED—
Apr 9, 2026REPRSN ASSIGNED FOR SECT 66A APPL FROM IB—

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