USPTO serial 79457845
MALLORY
Reviewed by CopyMark Law Group
Status 640Office Action
- Filing date
- Status date
- Registration date
- —
- Examiner
- BULLOFF, TOBY ELLEN
- Law office
- TMO LAW OFFICE 119
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 | Computer software; downloadable and recorded computer software; downloadable software and application software; application software; enterprise software; artificial intelligence software; computer software for customer relationship management; computer software for investor relationship management; computer analytics software for customer and investor relationship management, customer engagement management, and customer intelligence; data analytics software for use in private equity and investment management; software for analysing financial, commercial and investment data; machine learning software for investment analysis and decision support; software for processing, analysing and visualising financial and business data; software for managing communications and interactions with investors, business partners and stakeholders; software for deal sourcing, deal origination and pipeline management in the field of finance and banking; software for financial analysis, modelling and forecasting; software for portfolio management and performance monitoring of investments; software for workflow automation and business process management; software for integrating artificial intelligence, data analytics and investment management tools; computer hardware; downloadable mobile applications; downloadable mobile applications for customer relationship management; downloadable mobile applications for investor relationship management, customer engagement management, and customer intelligence; downloadable mobile applications for use in private equity and investment management; downloadable mobile applications for analysing financial, commercial and investment data; downloadable mobile applications for processing, analysing and visualising financial and business data; downloadable mobile applications for deal sourcing, deal origination and pipeline management in the field of private equity; downloadable mobile applications for financial analysis, modelling and forecasting; software for portfolio management and performance monitoring of investments; downloadable mobile applications for workflow automation and business process management; computer databases; data storage programs; data processing software; data management software; data collection, capture and storage apparatus; electronic publications; electronic publications in the field of customer relationship management, customer engagement management, and customer intelligence; electronic publications in the field of finance and banking; downloadable electronic publications; downloadable electronic publications in the field of customer relationship management, customer engagement management, and customer intelligence; downloadable electronic publications in the field of finance and banking. | ACTIVE | — |
| 042 | Software as a service (SaaS); software as a service (SaaS) featuring computer software for customer and investor relationship management; software as a service (SaaS) featuring computer analytics software for customer and investor relationship management, customer engagement management, and customer intelligence; software as a service (SaaS) featuring computer software for use in investment management, private equity and financial services; software as a service (SaaS) featuring computer software for financial and investment management; software as a service (SaaS) featuring data analytics software for use in private equity and investment management; software as a service (SaaS) featuring computer software for analysing financial, commercial and investment data; software as a service (SaaS) featuring computer software for processing, analysing and visualising financial and business data; software as a service (SaaS) featuring computer software for managing communications and interactions with investors, business partners and stakeholders; software as a service (SaaS) featuring computer software for deal sourcing, deal origination and pipeline management in the field of finance and banking; software as a service (SaaS) featuring computer software for financial analysis, modelling and forecasting; software as a service (SaaS) featuring computer software for portfolio management and performance monitoring of investments; software as a service (SaaS) featuring computer software for workflow automation and business process management; software as a service (SaaS) featuring computer software for integrating artificial intelligence, data analytics and investment management tools; providing non-downloadable software; providing non-downloadable software for data analysis and forecasting; providing temporary use of non-downloadable software for data analysis and forecasting; design and development of computer hardware and software; computer software maintenance; platform as a service (PaaS); platform as a service (PaaS) featuring software platforms for customer and investor relationship management, customer engagement management, and customer intelligence; platform as a service (PaaS) featuring software platforms for financial, private equity and investment management; platform as a service (PaaS) featuring software platforms for processing, analysing and visualising financial, commercial, business and investment data; platform as a service (PaaS) featuring software platforms for managing communications and interactions with investors, business partners and stakeholders; platform as a service (PaaS) featuring software platforms for deal sourcing, deal origination and pipeline management in the field of finance and banking; platform as a service (PaaS) featuring software platforms for financial analysis, modelling and forecasting; platform as a service (PaaS) featuring software platforms for integrating artificial intelligence, data analytics and investment management tools; providing temporary use of non-downloadable software for analysing financial, commercial and investment data; providing temporary use of non-downloadable artificial intelligence and machine learning software for investment analysis and decision support; providing temporary use of non-downloadable software for managing investor relationships and communications; providing temporary use of non-downloadable software for deal sourcing, deal origination and pipeline management; providing temporary use of non-downloadable software for financial analysis, modelling and portfolio management; development, design and maintenance of software and software platforms; design and development of computer software for use in private equity and investment management; design and development of artificial intelligence platforms for financial and investment analysis; development of configurable and customisable internal software platforms; programming of software for Internet platforms; hosting of platforms on the Internet; hosting of platforms on the Internet for business management, investment analysis and relationship management; cloud computing services for investment management platforms; providing data analytics services using computer software and cloud-based technology for processing financial and investment data; integration of computer systems and software for investment management; maintenance and updating of software; hosting a website featuring non-downloadable videos and presentations in the field of customer relationship management, customer engagement management, and customer intelligence; hosting a website featuring non-downloadable videos and presentations in the field of finance and banking; advisory and consultancy services relating to all the aforesaid services. | 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 10, 2026 | RFCR | NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW | — |
| Oct 9, 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. |
| Sep 30, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 10, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Sep 10, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Sep 10, 2026 | REPR | SN ASSIGNED FOR SECT 66A APPL FROM IB | — |