Drawing for AXOS COMPLETE

USPTO serial 98490966

AXOS COMPLETE

Reviewed by CopyMark Law Group

Status 731Notice of Allowance
Filing date
Status date
Registration date
—
Examiner
MICKLEBURGH, LINDA BOHANNON
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.

Status 731: Status 731 means the second six-month extension to file a Statement of Use was granted. File a Statement of Use or the next extension before the deadline expires.

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Owner

Attorney of record

The USPTO lists this attorney as the applicant's representative for correspondence on this application.

David M. Kramer

David M. Kramer Buchanan Ingersoll & Rooney, P.C.1700 K Street N.W.Suite 300Washington, DC 20006

Goods and services

ClassDescriptionStatusFirst use
009Downloadable computer application software for mobile phones, tablet computers, handheld computers and mobile devices, namely, software for managing and accessing financial and banking accounts and carrying out financial transaction; downloadable computer software related to financial information, investment, and trading, namely, downloadable electronic securities trading software and downloadable portfolio management software; downloadable financial analytical software, downloadable financial contact management software, downloadable financial risk modeling software; downloadable software for providing electronic connectivity to financial exchanges and markets; downloadable computer software for commercial banks and merchants to track and manage financial transactions, liquidity, and account balancers; downloadable computer software for allowing users to perform electronic business transactions via a global computer network; downloadable software for identifying, classifying, evaluating, and reviewing potentially fraudulent transactions; downloadable software for managing bookkeeping, invoicing, accounting and payroll tasks; downloadable computer software for authentication of electronic funds transfer, credit and debit card and electronic check transactionsACTIVE—
035Data processing for banking and financial purposes; provision of business information in the field of banking and finance; accountancy services; payroll preparation; financial and business auditing services in the field of banking and finance; bookkeeping; business data analysis services in the field of banking and finances; providing all the aforementioned services on the internet and via the Internet; providing compliance audit services in the nature of business audits, namely, business account auditing in the field of financial management institutions for regulatory compliance purposesACTIVE—
036Banking services; checking and savings account services; bill payment services, namely, payment administration; bank card, debit card and electronic payment card services, namely, debit card transaction processing services, and automated teller machine transaction processing services; money transmission services, namely, electronic transfer of money; mortgage lending services; financing of loans; arranging and provision of loans; financial investment brokerage and financial investment portfolio management services provided to financial professionals via global electronic networks; providing information and analysis in the fields of finance and investment via global electronic networks; providing information regarding investment account activity via global electronic networks; financial and investment services, namely, securities brokerage and trading of securities, stocks, bonds, derivatives, warrants, mutual funds, money market funds, exchange traded funds, commodities, futures, options and indices of any of the foregoing; financial and investment services, namely, cash management account services; ATM banking services; providing web-based, automated and customized personal financial management services, namely, management of personal financial accounts and investments, daily monitoring of financial transactions and account balances, and budget and spending reporting, each through a global computer network; online financial advisory services in the nature of automated financial robo-advisory services; online financial management services in the nature of automated robo-wealth management and portfolio management and rebalancing; end-point investor services, namely, capital investment and investment of funds; investment consultancy and management and financial portfolio management; individual retirement account services; investment consultation services in the area of investment risk assessment; financial services, namely, processing and clearing of securities transactions; agency and brokerage services for trading of securities, securities index futures, securities options, and overseas market securities futures; brokerage of shares and other securities; brokerage of shares or stocks and other securities; brokerage services for capital investments; brokerage services for stocks and bonds; brokerage services in the field of securities and commodities investing; clearing and reconciling financial transactions via a global computer network; financial investment brokerage services; financial services, namely, securities brokerage, clearing and custody services; investment trade execution services; consulting services, namely, financial consulting; financial services, namely, providing services in the nature of automated securities finance relating to securities lending and borrowing transactions via a global computer network; money transfers; electronic transfer of money; merchant services, namely, payment transaction processing services; payment and funds verification services; credit card verification; currency transfer services; financial services, namely, providing for the exchange of foreign currency via the internet and intranet systems; electronic funds transfer; providing electronic processing of electronic funds transfer, ACH, credit card, debit card, electronic check and electronic payments; providing an on-line computer database in the field of financial transactions; financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; financial information and evaluations; financial transaction services, namely, providing secure commercial transactions and payment options; providing financial risk management services for electronic funds transfer, credit and debit card and electronic check transactions via a global computer network; financial information processing; debt management services; financial advisory and consultancy services; cryptocurrency trading services; financial exchange of virtual currency; electronic transfer of virtual currencies; financial brokerage services for cryptocurrency trading; cryptocurrency payment processing; cryptocurrency exchange services featuring blockchain technology; issuance of stable coins for use in commercial transactions; financial services, namely, providing electronic transfer of a virtual currency for use by members of an on-line community via a global computer network; electronic payment management services, namely, electronic payment services involving electronic processing and subsequent transmission of bill payment data​​​​​​​ACTIVE—
042Software as a service (SAAS) services featuring computer software for use in on-line trading of securities, portfolio management, and investment management in the fields of finance and investments; software as a service (SAAS) services featuring software for conducting account transactions, securities trades, research, analysis and portfolio management, monitoring, risk-appetite assessment, and rebalancing activities, all in the fields of finance, investments, and wealth management; software as a service (SAAS) services featuring software for accessing, viewing, downloading, sharing, managing and saving account data, news, research and information in the fields of finance and investing; software as a service (SAAS) services featuring software for communicating directly with financial services professionals and end-point investors; application service provider featuring application programming interface (API) software for displaying and analyzing banking and credit card data; providing temporary use of online non-downloadable computer software for commercial banks and merchants to track and manage financial transactions, liquidity, and account balances; providing temporary use of online non-downloadable computer software for allowing users to perform electronic business transactions via a global computer network; electronic data storage; providing temporary use of on-line non-downloadable software for identifying, classifying, evaluating, and reviewing potentially fraudulent transactions; application service provider featuring application programming interface (API) software for enabling software integration; application service provider featuring application programming interface (API) software for integrating business, transactional, financial, and analytics information and functionality into other software and platforms; providing an on-line searchable database and on-line electronic data sets in the field of financial fraud prevention for identity verification and financial transaction authentication; providing temporary use of online non-downloadable software for managing bookkeeping, invoicing, accounting and payroll tasks; providing temporary use of online non-downloadable computer software for authentication of electronic funds transfer, credit and debit card and electronic check transactions; electronic monitoring of credit card and banking activity to detect fraud via the internet; software as a service (SAAS) services featuring software for displaying and analyzing financial data; platform as a service (paas) featuring computer software platforms for allowing online peer-to-peer currency exchange services, namely, for trading, lending, financing, and exchange of currency, digital currency, virtual currency, valuable tokens, and digital tokens; providing temporary use of a web-based software application for use in exchanging cryptocurrency and processing cryptocurrency paymentsACTIVE—

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

DateCodeEventWhat it means
Jul 22, 2026EXRANOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED—
Jul 21, 2026EX2GSOU EXTENSION 2 GRANTED—
Jul 21, 2026EXT2SOU EXTENSION 2 FILED—
Jul 21, 2026EEXTSOU TEAS EXTENSION RECEIVEDThe 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.
Jan 9, 2026EXRANOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED—
Jan 9, 2026EX1GSOU EXTENSION 1 GRANTED—
Jan 9, 2026EXT1SOU EXTENSION 1 FILED—
Jan 9, 2026EEXTSOU TEAS EXTENSION RECEIVEDThe 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 22, 2025NOAMNOA E-MAILED - SOU REQUIRED FROM APPLICANTA 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 27, 2025NPUBOFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED—
May 27, 2025PUBOPUBLISHED FOR OPPOSITIONYour 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.
May 21, 2025NONPNOTIFICATION OF NOTICE OF PUBLICATION E-MAILED—
Apr 25, 2025CNSAAPPROVED FOR PUB - PRINCIPAL REGISTER—
Apr 25, 2025XAECEXAMINER'S AMENDMENT ENTERED—
Apr 25, 2025GNENNOTIFICATION OF EXAMINERS AMENDMENT E-MAILED—
Apr 25, 2025GNEAEXAMINERS AMENDMENT E-MAILED—
Apr 25, 2025CNEAEXAMINERS AMENDMENT -WRITTEN—
Apr 21, 2025TEMETEAS/EMAIL CORRESPONDENCE ENTERED—
Apr 21, 2025CRFACORRESPONDENCE RECEIVED IN LAW OFFICE—
Apr 21, 2025TROATEAS RESPONSE TO OFFICE ACTION RECEIVEDThis 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.
Jan 22, 2025XELGAPPLICATION EXTENSION GRANTED/RECEIPT PROVIDED—
Jan 22, 2025XELRAPPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED—
Oct 23, 2024GNRNNOTIFICATION OF NON-FINAL ACTION E-MAILEDA 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.
Oct 23, 2024GNRTNON-FINAL ACTION E-MAILEDA 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.
Oct 23, 2024CNRTNON-FINAL ACTION WRITTENA 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.
Oct 22, 2024DOCKASSIGNED TO EXAMINER—
Sep 17, 2024NWOSNEW APPLICATION OFFICE SUPPLIED DATA ENTERED—
Apr 9, 2024NWAPNEW APPLICATION ENTERED—

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