USPTO serial 98894023
ELIZA
Reviewed by CopyMark Law Group
Status 730Notice of Allowance
- Filing date
- Status date
- Registration date
- —
- Examiner
- CERDA, VICTOR
- 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
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Joshua W. Newman
Joshua W. Newman Reed Smith LLP10 South Wacker Drive40th FloorChicago, IL 60606Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable computer software using artificial intelligence (AI) for allowing customers, clients and financial advisors to access bank information, transact bank business and manage their bank accounts; Downloadable computer software using artificial intelligence (AI) for making online payments from, and deposits to, bank accounts; Downloadable computer software using artificial intelligence (AI) for conducting financial research; Downloadable computer software using artificial intelligence (AI) for preparing, editing, and viewing financial research reports; Downloadable computer software using artificial intelligence (AI) to provide financial wealth management information; Downloadable computer software using artificial intelligence (AI) for financial planning; Downloadable computer software using artificial intelligence (AI) for financial asset management; Downloadable computer software using artificial intelligence (AI) for financial data analysis; Downloadable computer software using artificial intelligence (AI) for financial portfolio analysis; Downloadable computer software using artificial intelligence (AI) for evaluating, tracking, analyzing, researching and forecasting the performance of financial instruments; Downloadable computer software using artificial intelligence (AI) for accessing and managing trust accounts; Downloadable computer software using artificial intelligence (AI) for estate trust management; Downloadable computer software using artificial intelligence (AI) for trading securities; Downloadable computer software using artificial intelligence (AI) for accessing and managing investment accounts via the internet; Downloadable computer software using artificial intelligence (AI) for planning, organizing, and managing transactions regarding financial instruments and securities; Downloadable computer software using artificial intelligence (AI) for maintaining possession of financial assets for others for financial management purposes; Downloadable computer software using artificial intelligence (AI) for securities lending; Downloadable computer software using artificial intelligence (AI) for clearing and reconciling financial transactions via a global computer network; Downloadable computer software using artificial intelligence (AI) for managing depositary receipt transactions; Downloadable database management software for use in the field of investment fund management; Downloadable computer software using artificial intelligence (AI) for implementing features and functionalities into computer software programs, web-based software applications, and mobile-based software applications; Downloadable computer software using artificial intelligence (AI) for implementing and scaling artificial intelligence within web-based and mobile-based software applications and platforms; Downloadable computer software using artificial intelligence (AI) for the development and deployment of AI-enabled software applications, software platforms, and software programs; Downloadable computer software using artificial intelligence (AI) for issuing and managing business loans; Downloadable computer software using artificial intelligence (AI) for managing trade finance and structured finance solutions; Downloadable computer software using artificial intelligence (AI) for structuring and conducting and managing due diligence in connection with mergers, acquisitions, divestitures, and organizational restructurings; Downloadable computer software using artificial intelligence (AI) for developing and communicating about customized investment recommendations and financial asset allocation strategies; Downloadable computer software using artificial intelligence (AI) for financial institutions, financial advisors, financial brokers, financial dealers, and their clients and customers to access and manage investment management accounts; none of the foregoing related to telecommunications, manufacturing, distributed energy storage or industrial software for developing, controlling, managing and operating manufacturing processes, supply chains, machines, product development, computer hardware systems, and computer software systems in the fields of telecommunications, manufacturing and distributed energy storage | ACTIVE | — |
| 042 | Providing on-line non-downloadable computer software using artificial intelligence (AI) for allowing customers, clients and financial advisors to access bank information, transact bank business and manage their bank accounts; Providing on-line non-downloadable computer software using artificial intelligence (AI) for making online payments from, and deposits to, bank accounts; Providing on-line non-downloadable computer software using artificial intelligence (AI) for conducting financial research; Providing on-line non-downloadable computer software using artificial intelligence (AI) for preparing, editing, and viewing financial research reports; Providing on-line non-downloadable computer software using artificial intelligence (AI) to provide financial wealth management information; Providing on-line non-downloadable computer software using artificial intelligence (AI) for financial planning; Providing on-line non-downloadable computer software using artificial intelligence (AI) for financial asset management; Providing on-line non-downloadable computer software using artificial intelligence (AI) for financial data analysis; Providing on-line non-downloadable computer software using artificial intelligence (AI) for financial portfolio analysis; Providing on-line non-downloadable computer software using artificial intelligence (AI) for evaluating, tracking, analyzing, researching and forecasting the performance of financial instruments; Providing on-line non-downloadable computer software using artificial intelligence (AI) for accessing and managing trust accounts; Providing on-line non-downloadable computer software using artificial intelligence (AI) for estate trust management; Providing on-line non-downloadable computer software using artificial intelligence (AI) for trading securities; Providing on-line non-downloadable computer software using artificial intelligence (AI) for accessing and managing investment accounts via the internet; Providing on-line non-downloadable computer software using artificial intelligence (AI) for planning, organizing, and managing transactions regarding financial instruments and securities; Providing on-line non-downloadable computer software using artificial intelligence (AI) for maintaining possession of financial assets for others for financial management purposes; Providing on-line non-downloadable computer software using artificial intelligence (AI) for securities lending; Providing on-line non-downloadable computer software using artificial intelligence (AI) for clearing and reconciling financial transactions via a global computer network; Providing on-line non-downloadable computer software using artificial intelligence (AI) for managing depositary receipt transactions; Providing on-line non-downloadable computer software using artificial intelligence (AI) for database management; Providing on-line non-downloadable computer software using artificial intelligence (AI) for implementing features and functionalities into computer software programs, web-based software applications, and mobile-based software applications; Providing on-line non-downloadable computer software using artificial intelligence (AI) for implementing and scaling artificial intelligence within web-based and mobile-based software applications and platforms; Providing on-line non-downloadable computer software using artificial intelligence (AI) for the development and deployment of AI-enabled software applications, software platforms, and software programs; Providing temporary use of on-line non-downloadable computer software using foundational models in the nature of large artificial intelligence models for processing, understanding, analyzing, and generating text, images, speech, sounds, and video; Providing on-line non-downloadable computer software using artificial intelligence (AI) for machine learning and data mining to perform predictive analytics and predictive modeling; Providing on-line non-downloadable computer software using artificial intelligence (AI) for issuing and managing business loans; Providing on-line non-downloadable computer software using artificial intelligence (AI) for managing trade finance and structured finance solutions; Providing on-line non-downloadable computer software using artificial intelligence (AI) for structuring and conducting and managing due diligence in connection with mergers, acquisitions, divestitures, and organizational restructurings; Providing on-line non-downloadable computer software using artificial intelligence (AI) for developing and communicating about customized investment recommendations and financial asset allocation strategies; Providing on-line non-downloadable computer software using artificial intelligence (AI) for financial institutions, financial advisors, financial brokers, financial dealers, and their clients and customers to access and manage investment management accounts; none of the foregoing related to telecommunications, manufacturing, distributed energy storage or industrial software for developing, controlling, managing and operating manufacturing processes, supply chains, machines, product development, computer hardware systems, and computer software systems in the fields of telecommunications, manufacturing and distributed energy storage | 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 |
|---|---|---|---|
| Jul 24, 2026 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jul 23, 2026 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Jul 23, 2026 | EXT1 | SOU EXTENSION 1 FILED | — |
| Jul 23, 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. |
| Feb 10, 2026 | 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. |
| Dec 16, 2025 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Dec 16, 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. |
| Dec 10, 2025 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Nov 15, 2025 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Nov 15, 2025 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Nov 15, 2025 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Nov 15, 2025 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Nov 15, 2025 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Oct 22, 2025 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Oct 22, 2025 | GNFR | FINAL REFUSAL E-MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Oct 22, 2025 | CNFR | FINAL REFUSAL WRITTEN | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Sep 10, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 10, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 10, 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. |
| Jun 13, 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. |
| Jun 13, 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. |
| Jun 13, 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 14, 2025 | AMPX | PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED | — |
| May 14, 2025 | PARI | TEAS VOLUNTARY AMENDMENT RECEIVED | — |
| May 9, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 27, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 10, 2024 | NWAP | NEW APPLICATION ENTERED | — |