USPTO serial 98867348
BITA
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Nov 18, 2025
- Examiner
- ORSCHELN, COLLEEN J
- Law office
- FILE REPOSITORY (FRANCONIA)
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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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
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
David L. Odom
David L. Odom Shackelford, McKinley & Norton, LLP9201 N. Central ExpresswayFourth FloorDallas, TX 75231Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable and recorded computer software and computer programs for assessing, analyzing, monitoring, processing, managing and reporting for use in the field of banking, private banking, finance, fund management, investment management, wealth management, risk management and portfolio management; computer software downloaded via the Internet for assessing, analyzing, monitoring, processing, managing and reporting for use in the field of banking, private banking, finance, fund management, investment management, wealth management, risk management and portfolio management; Downloadable and recorded computer software publications and electronic publications in the nature of manuals, guides, reports, videos, articles, presentations and brochures in the field of banking, private banking, finance, fund management, investment management, wealth management, risk management and portfolio management; downloadable and recorded computer software applications for assessing, analyzing, monitoring, processing, managing and reporting for use in the field of banking, private banking, finance, fund management, investment management, wealth management, risk management and portfolio management; downloadable and recorded interactive business software for assessing, analyzing, monitoring, processing, managing and reporting for use in the field of banking, private banking, finance, fund management, investment management, wealth management, risk management and portfolio management; downloadable and recorded interactive database software for assessing, analyzing, monitoring, processing, managing and reporting for use in the field of banking, private banking, finance, fund management, investment management, wealth management, risk management and portfolio management; data recorded electronically from the Internet featuring a software solution for private client suitability assessment, proposal generation and client reporting, portfolio analysis and management, portfolio risk analysis and reporting, portfolio ESG analysis and reporting, portfolio monitoring, oversight and governance; data recorded in machine readable form from the Internet featuring a software solution for private client suitability assessment, proposal generation and client reporting, portfolio analysis and management, portfolio risk analysis and reporting, portfolio ESG analysis and reporting, portfolio monitoring, oversight and governance; downloadable and recorded software applications for use in the field of banking, private banking, finance, fund management, investment management, wealth management, risk management and portfolio management; downloadable or recorded Internet applications for use in the field of banking, private banking, finance, fund management, investment management, wealth management, risk management and portfolio management; downloadable and recorded website applications for use in the field of banking, private banking, finance, fund management, investment management, wealth management, risk management and portfolio management; downloadable and recorded application software (Apps) for mobile devices for assessing, analyzing, monitoring, processing, managing and reporting for use in the field of banking, private banking, finance, fund management, investment management, wealth management, risk management and portfolio management | ACTIVE | — |
| 042 | Computer software development; computer software design; computer software maintenance; computer software consultancy; computer software programming; software engineering; computer software research; computer software writing; advisory and consultancy services relating to computer software and computer software development, design, maintenance, consultancy, programming, engineering, research, and writing; providing temporary use of on-line non-downloadable computer software and applications for assessing, analyzing, monitoring, processing, managing and reporting for use in the field of banking, private banking, finance, fund management, investment management, wealth management, risk management and portfolio management; Software as a service (SAAS) services featuring software for assessing, analyzing, monitoring, processing, managing and reporting for use in the field of banking, private banking, finance, fund management, investment management, wealth management, risk management and portfolio management; Cloud computing services featuring software for assessing, analyzing, monitoring, processing, managing and reporting for use in the field of banking, private banking, finance, fund management, investment management, wealth management, risk management, and portfolio management | 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 |
|---|---|---|---|
| Nov 18, 2025 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Nov 18, 2025 | 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. |
| Sep 30, 2025 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Sep 30, 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. |
| Sep 24, 2025 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Aug 28, 2025 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jul 25, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jul 25, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jul 25, 2025 | 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. |
| May 28, 2025 | 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. |
| May 28, 2025 | 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. |
| May 28, 2025 | 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. |
| May 15, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 26, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Nov 22, 2024 | NWAP | NEW APPLICATION ENTERED | — |