USPTO serial 98657701
INVESTCLOUD
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Mar 10, 2026
- Examiner
- REINHART, MEGHAN M
- 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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Current trademark owner
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Owner
West Hollywood, CA, US
West Hollywood, CA, US
West Hollywood, CA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Molly B. Markley
Molly B. Markley Young, Basile, Hanlon & MacFarlane P.C.3001 West Big Beaver RoadSuite 624Troy, MI 48084Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Software as a service (SAAS) services featuring software for automated financial trading and accounting; Software as a service (SAAS) services featuring software for communication, management, and automation of client and financial information in the field of asset and wealth management; Software as a service (SAAS) services featuring software for measurement and reporting of financial data in the field of asset and wealth management; Software as a service (SAAS) services featuring software for storing, organizing and sharing documents; Software as a service (SAAS) services featuring software for enabling users to provide financial planning and investment advisory information; Software as a service (SAAS) services featuring software for use in financial investment and securities portfolio administration and accounting; Software as a service (SAAS) services featuring software for use in financial planning; Software as a service (SAAS) services featuring software for communication, research, planning, reporting, analysis, trading and accounting in the field of wealth and asset management; Software as a service (SAAS) services featuring software for data aggregation, data warehousing, and data management in the field of asset and wealth management; Software as a service (SAAS) services featuring software for use in management and storage of financial information; Software as a service (SAAS) services featuring software for tracking and managing personal finances; Computer software consultation | ACTIVE | Oct 1, 2024 |
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 |
|---|---|---|---|
| Mar 10, 2026 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Mar 10, 2026 | 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. |
| Feb 15, 2026 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Feb 15, 2026 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Feb 15, 2026 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Feb 13, 2026 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Aug 8, 2025 | IUAF | USE AMENDMENT FILED | — |
| Aug 8, 2025 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| May 6, 2025 | 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. |
| Mar 11, 2025 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Mar 11, 2025 | 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. |
| Mar 5, 2025 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Feb 14, 2025 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Feb 14, 2025 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Feb 14, 2025 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Feb 14, 2025 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Feb 14, 2025 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Feb 11, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Feb 10, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jul 19, 2024 | NWAP | NEW APPLICATION ENTERED | — |