USPTO serial 79450631
MARLOO
Reviewed by CopyMark Law Group
Status 641Office Action
- Filing date
- Status date
- Registration date
- —
- Examiner
- MOULTON, NICHOLAS C
- Law office
- TMO LAW OFFICE 130
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
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Artificial intelligence software for use in the provision of financial services and advice; chatbot [downloadable software for simulating conversations]; communication software; computer databases; computer search engine software; computer software applications for use with artificial intelligence for business management and reporting purposes, including practice management, document management, project management, workflow automation, and real-time compliance monitoring; computer software applications for use with artificial intelligence for aggregating and analysing anonymised client data to provide market intelligence; computer software for analysing, processing and producing data; database management software; downloadable electronic publications; downloadable software, mobile applications and artificial intelligence software for business management and reporting purposes, including practice management, document management, project management, workflow automation, and real-time compliance monitoring; downloadable software, mobile applications and artificial intelligence software for transcription, analysis, and summarisation of phonecalls and meetings; intelligent personal assistant [IPA] software; intelligent virtual assistant [IVA] software; personal digital assistants; language recognition and transcription software; recorded artificial intelligence and machine learning software for business intelligence and data analytics; voice recognition and dictation software; artificial intelligence software for providing cognitive partnership and augmented judgment through proactive insights, predictive analytics, and business intelligence; all of the aforesaid for use in providing financial services and advice. | ACTIVE | — |
| 035 | Compilation and systemisation of information into computer databases for knowledge management purposes; business data analysis, data collection, data compilation, data handling, data management, business data preparation, data processing, data retrieval, data search in computer files (for others), data transcription, and data verification services; data and business document management services; transcription services; central file management; provision of advice, information and consultancy services in relation to the aforesaid; all of the aforesaid in the field of financial services and advice. | ACTIVE | — |
| 036 | Financial advisory services; online financial planning services; financial, monetary and banking services; insurance services; real estate services; venture capital fund management; investment services; providing financial market intelligence and information; provision of advice, information and consultancy services in relation to the aforesaid; providing information in the fields of financial advice, financial planning, wealth management, insurance, and mortgages. | ACTIVE | — |
| 042 | AI as a service [AIaaS] in relation to software for use in the provision of financial services and advice; software as a service [SaaS] for use in the provision of financial services and advice; providing virtual computer systems through cloud computing for use in the provision of financial services and advice; design and development of computer hardware and software; electronic data storage and cloud computing services, namely software as a service (SaaS) for use in the provision of financial services and advice; software as a service (SaaS) using artificial intelligence to provide cognitive partnership and augmented judgment through proactive insights, predictive analytics, and business intelligence; software as service for business management and reporting purposes, including practice management, document management, project management, workflow automation, and real-time compliance monitoring; platform as a service (PaaS) for aggregating and analysing anonymised client data to provide market intelligence; provision of advice, information and consultancy services in relation to the aforesaid; all of the aforesaid in the field of financial services and advice. | 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 |
|---|---|---|---|
| Sep 10, 2026 | RFNT | REFUSAL PROCESSED BY IB | — |
| Aug 27, 2026 | RFCS | NON-FINAL ACTION MAILED - REFUSAL SENT TO IB | — |
| Aug 27, 2026 | RFRR | REFUSAL PROCESSED BY MPU | — |
| Jun 18, 2026 | RFCR | NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW | — |
| Jun 17, 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. |
| Jun 16, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Jun 3, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Jun 2, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| May 28, 2026 | REPR | SN ASSIGNED FOR SECT 66A APPL FROM IB | — |