USPTO serial 98306884
Reviewed by CopyMark Law Group
The USPTO has issued a Notice of Allowance. To complete registration you generally need to file a Statement of Use or an extension request before the deadline.
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.
Plus Government fees of $250
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Ashish D. Patel
Ashish D. Patel Thompson Hine LLP3560 Lenox Road, Suite 1600Atlanta, GA 30326United States| Class | Description | Status | First use |
|---|---|---|---|
| 009 | downloadable software and downloadable mobile application software, each for enabling the management of investment and financial portfolios, the communication between investors and investment managers, the exchange of investment and financial information between investors and investment managers, and the reporting of, access to, and review of investment and financial portfolio information | ACTIVE | — |
| 042 | software as a service (SaaS) and online non-downloadable software, each for enabling the management of investment and financial portfolios, the communication between investors and investment managers, the exchange of investment and financial information between investors and investment managers, and the reporting of, access to, and review of investment and financial portfolio information | 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 |
|---|---|---|---|
| Oct 8, 2026 | 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 26, 2026 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Mar 25, 2026 | EX3G | SOU EXTENSION 3 GRANTED | — |
| Mar 25, 2026 | EXT3 | SOU EXTENSION 3 FILED | — |
| Mar 25, 2026 | 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. |
| Oct 8, 2025 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Oct 7, 2025 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Oct 7, 2025 | EXT2 | SOU EXTENSION 2 FILED | — |
| Oct 7, 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. |
| Apr 5, 2025 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Apr 4, 2025 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Apr 4, 2025 | EXT1 | SOU EXTENSION 1 FILED | — |
| Apr 4, 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. |
| Oct 8, 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. |
| Aug 13, 2024 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Aug 13, 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. |
| Jul 24, 2024 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jul 10, 2024 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jul 9, 2024 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 14, 2024 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 9, 2023 | NWAP | NEW APPLICATION ENTERED | — |