USPTO serial 79451496
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; computer hardware; magnetic data carriers; data processing equipment; computer software for financial portfolio management; computer software for financial asset management; computer software for fund administration; computer software for database management; computer software for financial investment management; business performance management software; financial asset performance tool software; computer software for financial risk management; computer software for data protection compliance; computer software for regulatory compliance, advice and auditing; computer software for investment compliance advice and auditing; data warehouse and business intelligence computer software; computer software for ESG data management; computer software for fintech innovation; computer software for client reporting; computer software for fund and management reporting in the field of finance. | ACTIVE | — |
| 035 | Strategic business consultancy; information and data compiling and analyzing relating to business management; management and compilation of information into computerized databases; database management services; data processing management; data processing, systematization and management; ESG data management; financial records management. | ACTIVE | — |
| 036 | Financial portfolio management services; financial asset management services; financial risk management services; investment services; financial management of investment accounts; financial regulatory reporting services, namely providing financial information in the form of statutory statements. | ACTIVE | — |
| 042 | Design and updating of computer software; computer programming; software as a service [SaaS] services; installation and repair of computer software; computer software technical advice; strategic and technical expert consultancy regarding computer software and hardware; programming of software for database management; software as a service [SaaS] featuring client reporting, financial portfolio management, financial asset management, fund administration, database management, financial investment management, business performance management, financial asset performance services, financial risk management, data protection compliance, regulatory compliance and auditing; software as a service [SaaS] featuring investment compliance advice, auditing, data warehousing business intelligence management and consultancy, as well as ESG data management and fintech innovation. | 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 |
|---|---|---|---|
| Sep 3, 2026 | RFNT | REFUSAL PROCESSED BY IB | — |
| Aug 20, 2026 | RFCS | NON-FINAL ACTION MAILED - REFUSAL SENT TO IB | — |
| Aug 20, 2026 | RFRR | REFUSAL PROCESSED BY MPU | — |
| Jun 16, 2026 | RFCR | NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW | — |
| Jun 15, 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 13, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Jun 12, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Jun 12, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jun 11, 2026 | REPR | SN ASSIGNED FOR SECT 66A APPL FROM IB | — |