USPTO serial 97182404
CORE INSIGHTS
Reviewed by CopyMark Law Group
Status 606
- Filing date
- Status date
- Registration date
- —
- Examiner
- SULLIVAN, JOHN C
- 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.
Jason Webb
1802 W. SOUTH JORDAN PARKWAY, SUITE 200SOUTH JORDAN, UT 84095United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial advisory and consultancy services, namely, on-line reviewing and analyzing of financial information, providing actionable financial insights, scenarios, models, and statuses, as well as cashflow management recommendations of business books and trends across other businesses, and connecting and applying for capital with lenders; Providing financial assessment services to small and midsize businesses | ACTIVE | — |
| 042 | Software as a service (SAAS) services featuring software for reviewing and analyzing financial information, providing actionable financial insights, scenarios, models, and statuses, as well as cashflow management recommendations based on AI analytics of business books and trends across other businesses | 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 |
|---|---|---|---|
| Feb 9, 2026 | MAB6 | ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED | The intent-to-use application was abandoned because no acceptable Statement of Use (or valid extension) was filed before the Notice of Allowance deadline expired. The application is dead unless revived within a limited window. |
| Feb 9, 2026 | ABN6 | ABANDONMENT - NO USE STATEMENT FILED | The intent-to-use application was abandoned because no acceptable Statement of Use (or valid extension) was filed before the Notice of Allowance deadline expired. The application is dead unless revived within a limited window. |
| Feb 9, 2026 | MAB6 | ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED | The intent-to-use application was abandoned because no acceptable Statement of Use (or valid extension) was filed before the Notice of Allowance deadline expired. The application is dead unless revived within a limited window. |
| Feb 9, 2026 | ABN6 | ABANDONMENT - NO USE STATEMENT FILED | The intent-to-use application was abandoned because no acceptable Statement of Use (or valid extension) was filed before the Notice of Allowance deadline expired. The application is dead unless revived within a limited window. |
| Dec 10, 2025 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Dec 10, 2025 | EX5G | SOU EXTENSION 5 GRANTED | — |
| Dec 10, 2025 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Jun 20, 2025 | EXT5 | SOU EXTENSION 5 FILED | — |
| Jun 20, 2025 | 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 3, 2025 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jan 1, 2025 | EX4G | SOU EXTENSION 4 GRANTED | — |
| Dec 31, 2024 | EXT4 | SOU EXTENSION 4 FILED | — |
| Dec 31, 2024 | 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. |
| Jul 2, 2024 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jul 2, 2024 | EX3G | SOU EXTENSION 3 GRANTED | — |
| Jul 2, 2024 | EXT3 | SOU EXTENSION 3 FILED | — |
| Jul 2, 2024 | 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. |
| Dec 30, 2023 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Dec 28, 2023 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Dec 28, 2023 | EXT2 | SOU EXTENSION 2 FILED | — |
| Dec 28, 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. |
| Jul 1, 2023 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jun 29, 2023 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Jun 29, 2023 | EXT1 | SOU EXTENSION 1 FILED | — |
| Jun 29, 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. |
| Jan 3, 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. |
| Nov 8, 2022 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Nov 8, 2022 | 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. |
| Oct 19, 2022 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Oct 3, 2022 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Sep 26, 2022 | DOCK | ASSIGNED TO EXAMINER | — |
| Dec 27, 2021 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 24, 2021 | NWAP | NEW APPLICATION ENTERED | — |