USPTO serial 79448472
Reviewed by CopyMark Law Group
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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| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Computer software featuring investment portfolio management data processing and calculation systems integrating financial risk attribution analysis, portfolio construction analysis, and return attribution analysis; computer software for the visualization, computation, reporting, extraction, integration and analysis of financial data from portfolio management activities; electronic databases containing information in the field of financial investment management; computer software platform, namely software allowing users to aggregate financial data, rationalize and systematize portfolio management; downloadable mobile applications for use in investment portfolio management, analysis, and for financial forecasting; computer program for the compilation of financial investment data; downloadable computer software featuring the integration of artificial intelligence and machine learning in the field of big data for investment data analytics. | ACTIVE | — |
| 035 | Providing market intelligence services; economic forecasting and analysis. | ACTIVE | — |
| 036 | Financial forecasting; financial analysis; financial investment analysis and research; financial portfolio analysis services; financial portfolio management; investment portfolio management; asset management services; providing investment management services and customized investment portfolios to private clients; automated investment management; financial risk assessment services; providing financial information in the field of investment portfolio management. | ACTIVE | — |
| 041 | Educational services, namely arranging and conducting conferences, seminars, workshops, and courses in the field of finance; providing non-downloadable electronic publications in the field of finance via a website; providing newsletters in the field of finance via e-mail; providing non-downloadable instructional videos in the field of finance via a web site. | ACTIVE | — |
| 042 | Computer programming and software design; software as a service (SaaS) allowing user to access an online computer software platform featuring investment portfolio management data processing and calculation systems integrating financial risk attribution analysis, portfolio construction analysis, and return attribution analysis; software as a service (SaaS) featuring software suite for the visualization, computation, reporting, extraction, integration and analysis of financial data from portfolio management activities; hosting electronic databases containing information in the field of financial investment management; providing non-downloadable set of software tools allowing users to aggregate financial data, rationalize and systematize portfolio management; providing a non-downloadable web-based software application for use in investment portfolio management, analysis, and for financial forecasting; providing a non-downloadable computer program for the compilation of financial investment data; design and development of computer software tools in the field of artificial intelligence and machine learning; research in the field of artificial intelligence technology; writing of computer code; hosting of podcasts in the field of finance. | ACTIVE | — |
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
| Date | Code | Event | What it means |
|---|---|---|---|
| Jul 9, 2026 | RFNT | REFUSAL PROCESSED BY IB | — |
| Jul 2, 2026 | ADCH | CHANGE OF NAME/ADDRESS REC'D FROM IB | — |
| Jun 19, 2026 | RFCS | NON-FINAL ACTION MAILED - REFUSAL SENT TO IB | — |
| Jun 19, 2026 | RFRR | REFUSAL PROCESSED BY MPU | — |
| Apr 30, 2026 | RFCR | NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW | — |
| Apr 29, 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. |
| Apr 25, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 24, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Apr 24, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Apr 23, 2026 | REPR | SN ASSIGNED FOR SECT 66A APPL FROM IB | — |