USPTO serial 97291119
NEXT GENERATION DEALMAKING PLATFORM
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Sep 2, 2025
- Examiner
- MILLER, CHARLES FREDERICK
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
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Current trademark owner
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
David I. Greenbaum
David I. Greenbaum RIMON, P.C.423 Washington Street, Suite 600San Francisco, CA 83702United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial services, namely, raising debt and equity capital for others; private placements of hedge funds, private equity funds, venture capital funds, securities and derivatives for others; financial consulting and advising in the field of mergers, acquisitions and divestitures, deal structuring, financial valuations, investment banking and investment vehicle placement agent services | ACTIVE | — |
| 042 | Providing temporary use of an online non-downloadable software platform accessible via a website, namely, platform as a service (PAAS) featuring a computer software platform for use in data management and archiving, performing due diligence, creating digital watermarking, providing a means of communication, performing business networking, investor and deal transaction data archiving, managing contact information and records relating to investors and clients, tracking and monitoring compliance and deal transactions for business purposes, and allowing registered users to upload, download, and preview files and deliver and view attestations | 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.
- Other trademarks owned by FINALIS, INC.
- Other trademarks owned by FINALIS, INC.
- Other trademarks owned by FINALIS, INC.
- Other trademarks in Class 036
- Other trademarks in Class 042
- Similar marks named NEXT GENERATION DEALMAKING PLATFORM
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Sep 2, 2025 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Sep 2, 2025 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Aug 8, 2025 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Aug 8, 2025 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Jul 11, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jul 11, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jul 11, 2025 | ALIE | ASSIGNED TO LIE | — |
| Jul 9, 2025 | NREV | NOTICE OF REVIVAL - E-MAILED | — |
| Jul 9, 2025 | PGRR | PETITION GRANTED - RESPONSE RECEIVED | — |
| Jul 2, 2025 | APET | ASSIGNED TO PETITION STAFF | — |
| May 20, 2025 | PROA | TEAS PETITION TO REVIVE RECEIVED | — |
| Mar 30, 2025 | MAB2 | ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND | The trademark application was abandoned because a required response or document was not filed by the deadline — usually a missed Office Action response. The application is dead unless a petition to revive is granted within a limited time. |
| Mar 30, 2025 | ABN2 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE | The trademark application was abandoned because a required response or document was not filed by the deadline — usually a missed Office Action response. The application is dead unless a petition to revive is granted within a limited time. |
| Dec 4, 2024 | 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. |
| Dec 4, 2024 | 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. |
| Dec 4, 2024 | CNRT | SU - 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. |
| Nov 1, 2024 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Nov 1, 2024 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Sep 1, 2024 | IUAF | USE AMENDMENT FILED | — |
| Sep 1, 2024 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Jul 9, 2024 | 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. |
| May 14, 2024 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| May 14, 2024 | 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. |
| Apr 24, 2024 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Apr 11, 2024 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 13, 2024 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Mar 13, 2024 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 12, 2024 | ALIE | ASSIGNED TO LIE | — |
| Oct 25, 2023 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Jul 25, 2023 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Jul 25, 2023 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Apr 25, 2023 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Apr 25, 2023 | 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. |
| Apr 25, 2023 | 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. |
| Mar 23, 2023 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Mar 22, 2023 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 22, 2023 | 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. |
| Dec 22, 2022 | 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. |
| Dec 22, 2022 | 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. |
| Dec 22, 2022 | 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. |
| Dec 22, 2022 | 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. |
| Dec 22, 2022 | 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. |
| Dec 22, 2022 | 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. |
| Dec 14, 2022 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 23, 2022 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Mar 23, 2022 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Mar 23, 2022 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Mar 7, 2022 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 5, 2022 | NWAP | NEW APPLICATION ENTERED | — |