USPTO serial 97786026
JUMP AI
Reviewed by CopyMark Law Group
Status 606
- Filing date
- Status date
- Registration date
- —
- Examiner
- FOSTER, DAKOTA D
- 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.
Need help with JUMP AI?
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Current trademark owner
Monitor this mark, or talk with CopyMark about this registration.
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
Salt Lake City, UT
Salt Lake City, UT
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Bryan J. Massey
Bryan J. Massey KUNZLER BEAN & ADAMSON50 WEST BROADWAY, SUITE 1000SALT LAKE CITY, UT 84101United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable software for providing an artificial intelligence powered personal assistant for professionals in the field of financial services, that extracts and summarizes audio, video, and text information, generates content, namely, audio, video, text, and tabular data content, updates databases, suggests next actions, organizes and executes tasks, including across other connected software, namely, CRM software, financial planning software, accounting software, payments software, calendar software, email software, and workflow management software, and performs other functions on behalf of the professional, namely, workflow automation, meeting planning, drafting emails, and completing compliance tasks, including by accepting natural language commands | ACTIVE | — |
| 042 | Software as a service (SAAS) services featuring software for providing an artificial intelligence powered personal assistant for professionals in the field of financial services, that extracts and summarizes audio, video, and text information, generates content, namely, audio, video, text, and tabular data content, updates databases, suggests next actions, organizes and executes tasks, including across other connected software, namely, CRM software, financial planning software, accounting software, payments software, calendar software, email software, and workflow management software, and performs other functions on behalf of the professional, namely, workflow automation, meeting planning, drafting emails, and completing compliance tasks, including by accepting natural language commands | 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 |
|---|---|---|---|
| Oct 16, 2025 | 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. |
| Oct 16, 2025 | 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. |
| Jan 3, 2025 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jan 3, 2025 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Jan 3, 2025 | EXT1 | SOU EXTENSION 1 FILED | — |
| Jan 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. |
| 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 8, 2024 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Feb 22, 2024 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Feb 21, 2024 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Feb 21, 2024 | 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. |
| Nov 21, 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. |
| Nov 21, 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. |
| Nov 21, 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. |
| Nov 6, 2023 | DOCK | ASSIGNED TO EXAMINER | — |
| Feb 17, 2023 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Feb 11, 2023 | NWAP | NEW APPLICATION ENTERED | — |