USPTO serial 90450574
IAAS
Reviewed by CopyMark Law Group
Status 603
- Filing date
- Status date
- Registration date
- —
- Examiner
- BROWNING, LUKE CASH
- Law office
- TMO LAW OFFICE 127 - EXAMINING ATTORNEY ASSIGNED
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.
JON JEKEL
JON JEKEL FISH & RICHARDSON, P.C.P.O. BOX 1022MINNEAPOLIS, MN 55402UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | (Based on Intent to Use) Financial services, namely, providing a wealth management portal for financial advisors and managers that integrates, stores and manages client information, provides investment performance measurement and provides tools for customer relationship management (CRM); Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes | ACTIVE | — |
| 042 | (Based on Use in Commerce) Platform as a service (PAAS), namely, providing a wealth management platform for financial advisors and managers that integrates, stores and manages client information, provides investment performance measurement tools, and provides tools for customer relationship management (CRM); Computer software design for others and design of software for others that is accessible online; Application service provider featuring application programming interface (API) software for integrating financial and investment performance data into other platforms or applications; Application service provider featuring application programming interface (API) software for accessing financial and investment performance data from other platforms or applications; Software as a service (SAAS) services featuring software using artificial intelligence (AI), machine learning, natural-language generation (NLG), and advanced analytics to parse and provide insight into financial and investment performance data; Application service provider featuring application programming interface (API) software for creating and sending reports on financial data and investment performance; ; Software as a service (SaaS) services featuring software for analyzing, auditing, monitoring, and reporting on investment performance; Software as a service (SaaS) services featuring software for creating customized reports on investment performance; Software as a service (SaaS) services featuring software for financial risk assessment and regulatory compliance; Software as a service (SaaS) services featuring software for aggregating data on financial performance; Software as a service (SaaS) services featuring software for billing and collections management; Software as a service (SaaS) services featuring software for identifying and reconciling errors or inconsistencies in financial data; Software as a service (SaaS) services featuring software for automating the analysis and reporting of financial data; Software as a service (SaaS) services featuring software for analyzing productivity and profitability of employees in the financial services sector | ACTIVE | May 1, 2020 |
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 31, 2022 | MAB3 | ABANDONMENT NOTICE MAILED - AFTER EX PARTE APPEAL | — |
| Oct 31, 2022 | MAB3 | ABANDONMENT NOTICE MAILED - AFTER EX PARTE APPEAL | — |
| Oct 31, 2022 | ABN3 | ABANDONMENT - AFTER EX PARTE APPEAL | — |
| Oct 31, 2022 | EXPT | EXPARTE APPEAL TERMINATED | — |
| Sep 16, 2022 | EXFB | EXPARTE APPEAL DISMISSED - FAILURE TO FILE BRIEF | — |
| Jul 6, 2022 | GEA1 | NOTIFICATION OF ACTION DENYING REQ FOR RECON E-MAILED | — |
| Jul 6, 2022 | GECD | ACTION DENYING REQ FOR RECON E-MAILED | — |
| Jul 6, 2022 | CNCF | ACTION CONTINUING FINAL - COMPLETED | — |
| Jun 22, 2022 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jun 22, 2022 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 21, 2022 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Jun 21, 2022 | EXPI | EX PARTE APPEAL-INSTITUTED | — |
| Jun 21, 2022 | JURT | JURISDICTION RESTORED TO EXAMINING ATTORNEY | — |
| Jun 21, 2022 | EXAF | EXPARTE APPEAL RECEIVED AT TTAB | — |
| Dec 20, 2021 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Dec 20, 2021 | GNFR | FINAL REFUSAL E-MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Dec 20, 2021 | CNFR | FINAL REFUSAL WRITTEN | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Nov 16, 2021 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Nov 16, 2021 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Nov 16, 2021 | ALIE | ASSIGNED TO LIE | — |
| Nov 10, 2021 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This 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. |
| May 12, 2021 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | 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. |
| May 12, 2021 | GNRT | NON-FINAL ACTION E-MAILED | 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. |
| May 12, 2021 | 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 28, 2021 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 5, 2021 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jan 9, 2021 | NWAP | NEW APPLICATION ENTERED | — |