USPTO serial 97397014
Reviewed by CopyMark Law Group
This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.
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San Francisco, CA
Palo Alto, CA
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Karen A. Webb
Karen A. Webb Fenwick & West LLP801 California StreetSilicon Valley CenterMountain View, CA 94041| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable software and applications for mobile devices for Investing, cash flow monitoring, budgeting, and net worth tracking; Downloadable machine learning software for finance that facilitates wealth management; Downloadable operational risk management software for hedging, automated asset allocation, and tax optimization; Downloadable computer software for managing cryptocurrency transactions using blockchain technology; Downloadable artificial intelligence software for portfolio and financial health analysis; Downloadable interactive software based on artificial intelligence that analyzes personal financial habits, assess net worth, and optimizes debt management strategies; Downloadable software for the integration of artificial intelligence and machine learning in the field of Big Data; Real-time data processing apparatus; Intelligent gateway routers for real-time data analysis; Downloadable machine learning software for financial planning, financial forecasting, financial risk assessment, and financial analysis; Downloadable artificial intelligence and machine learning software for financial research, calculating investment performance, monitoring investment portfolios, and portfolio rebalancing; Downloadable computer software for use as an application programming interface (API); Downloadable computer software for use as an application programming interface (API); Downloadable computer software for use as a digital wallet; Downloadable computer software for use as an electronic wallet; Downloadable publications in the nature articles in the field of financial planning, tax planning, financial advising, and retirement planning in the field of personal finance; Downloadable mobile and web applications that analyzes financial data, market sentiment, and emergent events; Downloadable software that provides market data visualizations; all of the above in the fields of finance, financial information, financial management, risk management, investment, and trading; none of the foregoing in the field of mining digital currency, virtual currency, or cryptocurrency, the transfer, management, or storage of digital currency, virtual currency, or cryptocurrency in connection with said mining, or the verification of transactions in connection with said mining, transfer, management, or storage of digital currency, virtual currency, or cryptocurrency | ACTIVE | — |
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
| Date | Code | Event | What it means |
|---|---|---|---|
| Jan 5, 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. |
| Jan 5, 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. |
| Sep 15, 2025 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jun 4, 2025 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Jun 3, 2025 | EXT2 | SOU EXTENSION 2 FILED | — |
| Jun 3, 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. |
| May 30, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| May 30, 2025 | 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. |
| May 30, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| May 30, 2025 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| May 30, 2025 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Mar 3, 2025 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Dec 3, 2024 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Dec 2, 2024 | EXT1 | SOU EXTENSION 1 FILED | — |
| Dec 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. |
| Jun 4, 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. |
| Apr 22, 2024 | TMBN | TTAB RELEASE CASE TO TRADEMARKS | — |
| Apr 22, 2024 | OP.T | OPPOSITION TERMINATED NO. 999999 | — |
| Apr 22, 2024 | OP.D | OPPOSITION DISMISSED NO. 999999 | — |
| Mar 6, 2024 | ETOP | EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED | — |
| Feb 15, 2024 | OP.I | OPPOSITION INSTITUTED NO. 999999 | — |
| Nov 15, 2023 | ETOF | EXTENSION OF TIME TO OPPOSE RECEIVED | — |
| Nov 7, 2023 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Nov 7, 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. |
| Oct 18, 2023 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Oct 3, 2023 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Oct 3, 2023 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Oct 3, 2023 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Oct 3, 2023 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Oct 3, 2023 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Oct 3, 2023 | ZZZX | PREVIOUS ALLOWANCE COUNT WITHDRAWN | — |
| Sep 26, 2023 | PBCR | WITHDRAWN FROM PUB - OG REVIEW QUERY | — |
| Sep 14, 2023 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Sep 7, 2023 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 7, 2023 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 6, 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. |
| Aug 11, 2023 | 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. |
| Aug 11, 2023 | 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. |
| Aug 11, 2023 | 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. |
| Aug 4, 2023 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Aug 4, 2023 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Aug 4, 2023 | ALIE | ASSIGNED TO LIE | — |
| Mar 28, 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. |
| Feb 23, 2023 | 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. |
| Feb 23, 2023 | 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. |
| Feb 23, 2023 | 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. |
| Feb 23, 2023 | DOCK | ASSIGNED TO EXAMINER | — |
| May 10, 2022 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| May 9, 2022 | NWAP | NEW APPLICATION ENTERED | — |