USPTO serial 97680263
Serial No. 97680263
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Dec 5, 2023
- Examiner
- JANSON, ANDREW KYLE
- 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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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Scott M. Sisun, Esq.
Scott M. Sisun, Esq. SISUN LAW135 MADISON AVENUE, FLOOR 5NEW YORK, NY 10016United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Advice relating to investments; arranging and provision of credit, loans; banking services featuring the provision of certificates of deposit; capital investment; charge card and credit card payment processing services; commodity investment advice; credit rating services; credit reporting services; credit scoring services; debt recovery services; employee stock plan administration services; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; financial affairs and monetary affairs, namely, financial information, management and analysis services; financial analyses; financial analysis and research services; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial consultancy; financial consultancy and insurance consultancy; financial credit scoring services; financial data analysis; financial information and evaluations; financial information provided by electronic means in the field of artificial intelligence and investment; financial portfolio management; financial research and equity research brokerage services; financial research and information services; financial risk assessment services; financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; financial services, namely, corporate workout, debt restructuring, receivership, and loan resolution for commercial loans; financial services, namely, credit agencies featuring credit processing, namely, credit checking, credit analyzing, and financial reporting services; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; financial services, namely, investment fund transfer and transaction services; financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; financial services, namely, vehicle title loans; financial transaction services, namely, providing secure commercial transactions and payment options using a mobile device at a point of sale; financial trust planning; financing and loan services; financing loans for artificial intelligence and investment; financing of loans; financing relating to automobiles; financing services; funds investment; information, advisory, consultancy and research services relating to finance and investments; installment loans; insurance agency and brokerage; insurance and financial information and consultancy services; insurance brokerage; insurance brokerage in the field of prize indemnity; insurance brokerage services; insurance consultancy; insurance consultation; insurance information; insurance information and consultancy; insurance underwriting services for all types of insurance; investment advice in the field of artificial intelligence; investment brokerage; investment consultation in the fields of artificial intelligence; investment management in the fields of artificial intelligence; investment of funds; investment of funds for others; investment of funds for others in the fields of artificial intelligence; loan financing; loan origination services; management of private equity funds; mutual fund investment; payment and funds verification services; private equity fund investment services; providing financial information and financial advice via a website; providing financial information via a web site; providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; providing home equity lines of credit (HELOC); providing information in the field of financial stock and equity markets; providing information in the field of personal finance via a website; providing information in the field of real estate; providing investors with financial information; providing personal loans and lines of credit; providing temporary loans; providing venture capital, development capital, private equity and investment funding; real estate agency services; real estate consultancy; real estate financing services; real estate funds investment services; real estate investment services; real estate management of real estate properties used as alternative consumer credit; real estate service, namely, rental property management; real estate title insurance underwriting services; securities brokerage services; securities underwriting; trading in securities; trading of overseas market securities futures; trading of securities index futures; trading of securities options; underwriting, issuance and administration of annuities | ACTIVE | May 16, 2022 |
| 042 | Application service provider (ASP) featuring software using artificial intelligence for evaluating consumer credit applications; Application service provider (ASP) featuring software using artificial intelligence for investment advisors for evaluating consumer credit applications; Application service provider (ASP) featuring software using artificial intelligence for evaluating consumer credit applications in the field of consumer lending; Application service provider (ASP) featuring software using artificial intelligence for evaluating consumer credit applications in the field of alternative consumer credit; Application service provider (ASP) featuring software using artificial intelligence for evaluating credit and other data as risk predictors, financial credit risk modeling and analytics, credit score analysis; Application service provider (ASP) featuring software using artificial intelligence for credit application processing, risk analysis, identify verification, consumer, non-regulated, and commercial reporting-agency data analysis, credit risk modeling and analytics, credit letter generation, credit score and hypothetical credit score decisioning and analysis, and credit fraud protection; Application service provider (ASP) featuring software using artificial intelligence for facilitating consumer lending by connecting and communicating with vendors and accessing vendor data and analytics; Application service provider (ASP) featuring software using artificial intelligence for evaluating investments, lending and financing in the fields of credit evaluation, real estate, consumer lending, mortgages and business loans; Application service provider (ASP) featuring software using artificial intelligence for matching borrowers with potential lenders; Computer software development in the field of artificial intelligence and investment; computer software development, computer programming and maintenance of computer software for artificial intelligence and investment; data security consultancy; providing information relating to computer technology and programming via a website | ACTIVE | May 16, 2022 |
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 27, 2026 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Feb 5, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Feb 5, 2025 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Feb 5, 2025 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Dec 5, 2023 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Dec 5, 2023 | 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. |
| Sep 19, 2023 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Sep 19, 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. |
| Aug 30, 2023 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Aug 14, 2023 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Aug 12, 2023 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Aug 11, 2023 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Aug 11, 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. |
| May 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. |
| May 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. |
| May 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. |
| May 10, 2023 | DOCK | ASSIGNED TO EXAMINER | — |
| Dec 8, 2022 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Dec 7, 2022 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Nov 19, 2022 | NWAP | NEW APPLICATION ENTERED | — |