USPTO serial 97154727
REASON
Reviewed by CopyMark Law Group
Status 605
- Filing date
- Status date
- Registration date
- —
- Examiner
- KIDWELL WALKER, JACLYN NOEMI
- Law office
- INTENT TO USE SECTION
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.
Rajesh Fotedar
Rajesh Fotedar COGNITION IP P.C.50 California St., Suite 1500SAN FRANCISCO, CA 94105UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable software application featuring software for financial planning and investment strategy, namely, software for allowing customer-users to define financial goals and investment strategies, for determining current progress towards financial goals based on how customer-users assign and redistribute their personal and/or self-directed financial assets to the financial goals and for projecting the future value of said financial assets; Downloadable mobile software application featuring software for financial planning and investment strategy, namely, software for allowing customer-users to define financial goals and investment strategies, for determining current progress towards financial goals based on how customer-users assign and redistribute their personal and/or self-directed financial assets to the financial goals and for projecting the future value of said financial assets | ABANDONED | — |
| 042 | Software-as-a-Service (SaaS) featuring software for financial planning and investment strategy, namely, software for allowing customer-users to define financial goals and investment strategies, for determining current progress towards financial goals based on how customer-users assign and redistribute their personal and/or self-directed financial assets to the financial goals and for projecting the future value of said financial assets; Providing online non-downloadable software for financial planning and investment strategy, namely, software for allowing customer-users to define financial goals and investment strategies, for determining current progress towards financial goals based on how customer-users assign and redistribute their personal and/or self-directed financial assets to the financial goals and for projecting the future value of said financial assets | ABANDONED | — |
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 |
|---|---|---|---|
| Jan 31, 2024 | MAB5 | ABANDONMENT NOTICE E-MAILED - AFTER PUBLICATION | — |
| Jan 31, 2024 | ABN5 | ABANDONMENT - AFTER PUBLICATION | — |
| Jan 30, 2024 | EXAR | TEAS EXPRESS ABANDONMENT RECEIVED | — |
| Oct 25, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Oct 25, 2023 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | 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. |
| Oct 25, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Sep 15, 2023 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Sep 13, 2023 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Sep 13, 2023 | EXT1 | SOU EXTENSION 1 FILED | — |
| Sep 13, 2023 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Mar 14, 2023 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Jan 17, 2023 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jan 17, 2023 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Dec 28, 2022 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Dec 8, 2022 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Dec 8, 2022 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Dec 8, 2022 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Dec 8, 2022 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Dec 8, 2022 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Dec 7, 2022 | ZZZX | PREVIOUS ALLOWANCE COUNT WITHDRAWN | — |
| Oct 4, 2022 | PBCR | WITHDRAWN FROM PUB - OG REVIEW QUERY | — |
| Sep 19, 2022 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Sep 13, 2022 | DOCK | ASSIGNED TO EXAMINER | — |
| Feb 10, 2022 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Feb 10, 2022 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Feb 10, 2022 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | 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. |
| Feb 10, 2022 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Dec 28, 2021 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Dec 28, 2021 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | 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. |
| Dec 28, 2021 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Dec 7, 2021 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 7, 2021 | NWAP | NEW APPLICATION ENTERED | — |