USPTO serial 98324152
WARMER
Reviewed by CopyMark Law Group
Status 732Notice of Allowance
- Filing date
- Status date
- Registration date
- —
- Examiner
- BROWN,GILLIAN L
- Law office
- INTENT TO USE SECTION
What this means
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.
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Owner
NEW YORK, NY, US
Pound Ridge, NY, US
Pound Ridge, NY, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Aaron D. Hendelman
Aaron D. Hendelman WILSON SONSINI GOODRICH & ROSATI650 Page Mill RoadPalo Alto, CA 94304United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial advice and consultancy services; information, advisory, consultancy and financial research services relating to finance and investments; providing information over computer networks and global communication networks in the fields of finance, financial planning, and financial investments; providing financial planning tools for financial advisors in the nature of an interactive platform being an internet website portal containing financial information to assist in managing and developing client relationships | ACTIVE | — |
| 042 | Providing an online nondownloadable computer software platform using artificial intelligence for use by financial advisors to assist with client relationship management and development, data aggregation, and business intelligence by pulling client data from point solutions related to portfolio management, performance reporting, and financial planning; artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence for use by financial advisors to assist with client relationship management and development, data aggregation, and business intelligence by pulling client data from point solutions related to portfolio management, performance reporting, and financial planning; providing an online nondownloadable computer software platform using artificial intelligence that automates workflows and processes involved in the financial advisor-client relationship; artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence that automates workflows and processes involved in the financial advisor-client relationship; electronic conversion of data to generate pre-populated communications and forms between financial advisors and clients; providing an online nondownloadable computer software platform using artificial intelligence for use by financial advisors to generate pre-populated communications and forms to clients; artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence for use by financial advisors to generate pre-populated communications and forms to clients | 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 WARMER HOLDINGS INC.
- Other trademarks owned by Warmer Holdings LLC
- Other trademarks owned by Warmer Holdings LLC
- Other trademarks in Class 036
- Other trademarks in Class 042
- Similar marks named WARMER
- Recently changed USPTO trademarks
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- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Apr 16, 2026 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Apr 15, 2026 | EX3G | SOU EXTENSION 3 GRANTED | — |
| Apr 15, 2026 | EXT3 | SOU EXTENSION 3 FILED | — |
| Apr 15, 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 29, 2025 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Oct 29, 2025 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Oct 28, 2025 | EXT2 | SOU EXTENSION 2 FILED | — |
| Oct 28, 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 24, 2025 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jul 24, 2025 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Jul 24, 2025 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Apr 16, 2025 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Apr 10, 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 9, 2025 | EXT1 | SOU EXTENSION 1 FILED | — |
| Oct 29, 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. |
| Sep 3, 2024 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Sep 3, 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. |
| Aug 14, 2024 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jul 31, 2024 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jul 31, 2024 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Jul 31, 2024 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Jul 31, 2024 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Jul 31, 2024 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jul 22, 2024 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 1, 2024 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 20, 2023 | NWAP | NEW APPLICATION ENTERED | — |