USPTO serial 98919015
BRIO
Reviewed by CopyMark Law Group
Status 653
- Filing date
- Status date
- Registration date
- —
- Examiner
- LINDEMANN, ROBIN R
- Law office
- TMO LAW OFFICE 136
What this means
This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.
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Owner
Montréal, Quebec, CA
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Candice E. Kim
Candice E. Kim Greenberg Traurig, LLP1840 Century Park East, Suite 1900Los Angeles, CA 90067United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable software for inventory management; Downloadable computer software using artificial intelligence for use in software development, machine learning, facial and speech recognition; Downloadable software for business management; Downloadable computer e-commerce software to allow users to perform electronic business transactions via a global computer network; Downloadable software for compiling and organizing business intelligence; Downloadable software for business advisory and consultation services, namely, downloadable software for compiling and organizing business intelligence; Downloadable software for monitoring and tracking business transactions; Downloadable software for financial, monetary, and investment management; Downloadable software for managing and verifying financial, monetary, and investment transactions; Downloadable software for compiling and organizing financial, monetary, and investment intelligence; Downloadable software for financial, monetary, and investment advisory and consultation services; Downloadable software for tracking financial, monetary, and investment transactions; Downloadable software for facilitating capital calls to investors; Downloadable software for compiling, organizing and identifying investment opportunities; Downloadable software for organizing and viewing investment portfolios; Downloadable software for viewing and generating account statements; Downloadable software for facilitating secondaries transactions; Downloadable software for auditing and compliance management; Downloadable software for distribution support management; Downloadable encryption software for data privacy protection; Downloadable encryption software for information protection; Downloadable software for automating the onboarding, integration, and introduction of investors to new investment platforms; Downloadable software for automating the initiation of new account openings processes; Downloadable software for automating the identification of investor needs; Downloadable software for automating the regulatory compliance inspection and verifications; Downloadable software for automating the identification of potential investors; Downloadable software for automating the recommendation of investment products; Downloadable software for automating verifications of customers and customer risk and financial profiles; Downloadable software for automating financial and investment due diligence processes; Downloadable software for accessing content, websites, and portals featuring information in the field of financial transactions; Downloadable software for creating and managing portals for third parties who provide access to custom and white label content, websites, and portals; Downloadable software for monitoring dashboards; Downloadable software for displaying and interacting with business and investment data; Downloadable software for reporting business data; Downloadable software for the analysis of business data; Downloadable software for use in providing multiple user access to a computer information network; Downloadable software for managing user accounts and access to documents and data; Downloadable software for interfacing between online platforms and email; Downloadable software for managing and tracking user logins, permissions, and access to platforms, documents, and data; Downloadable software for waitlist management; Downloadable software for call scheduling; Downloadable chatbot software for simulating interpersonal conversations via live chatting; Downloadable software for facilitating wire transfers; Downloadable software for managing and displaying payment information; Downloadable software for electronic payment processing; Downloadable software for electronic payment tracking; Downloadable software for marketing analysis; Downloadable software for document management; Downloadable software for document automation; Downloadable software for document generation; Downloadable software for facilitating document transfer; Downloadable software for facilitating document format conversion and transfer; Downloadable software for searching and organizing documents; Downloadable software for facilitating and organizing multimedia file transfer and storage; Downloadable software for data management; Downloadable software for compiling and organizing data intelligence; Downloadable software for data transfers; Downloadable software for data storage; Downloadable software for managing databases; Downloadable software for authorizing and managing access to databases; Downloadable software for searching and organizing data; Downloadable software for virtual data rooms, namely, software for the collection, editing, organizing, modifying, book marking, transmission, storage, and sharing of data and information; Downloadable software for managing access to data; Downloadable software for use in customer relationship management (CRM); Downloadable software for automating and systematizing e-signatures; Downloadable software for managing notifications; Downloadable software for managing regulatory compliance requirements; Downloadable computer software for assessing and analyzing fair market value of investment portfolios; Downloadable computer software for assessing and analyzing net asset value of investment portfolios; Downloadable software for compiling and organizing email communications; Downloadable databases in the field of financial management; data processing systems being data processing apparatus; data collection apparatus, namely, downloadable computer software for the collection, editing, organizing, modifying, book marking, transmission, storage, and sharing of data and information | ACTIVE | — |
| 035 | Business consultancy, advisory and assistance services, namely, providing assistance in development of business strategies and creative ideation; business management services; business management analysis; Business information and research services; market information and research services being the provision of market research information; Advertising, marketing, and promotional services in the nature of marketing programs in the field of investment services; advertising, marketing and promotional consultancy, advisory and assistance services, namely, assistance, advisory services and consultancy with regard to business management; planning of advertising, marketing, and promotional strategies, namely, consultancy regarding advertising communication, marketing and promotional strategies; Distribution support services, namely, providing business support staff services; distribution consultancy, advisory and assistance services, namely, business consulting services relating to product distribution, operations management services, logistics, reverse logistics, supply chain, and production systems and distribution solutions; Cash reconciliation, namely, administration, billing and reconciliation of accounts on behalf of others; Negotiation of business contracts for others; negotiation of financial contracts, namely, negotiation of business contracts for others; negotiation of monetary contracts, namely, negotiation of business contracts for others; negotiation of investment contracts, namely, negotiation of business contracts for others; negotiation and conclusion of commercial transactions for third parties; supporting the negotiation and conclusion of commercial transactions for third parties; advisory services relating to commercial transactions, namely, advisory services relating to business management and business operations; providing business intelligence services; financial, monetary, and investment intelligence services in the nature of financial and investment advice; capital investment, namely, business information services related to capital investments; business accounts management being Business management; Data processing, systematisation, and management being data processing services; data storage services, namely, electronic storage services for archiving electronic data; document processing, systematisation, and management, namely, processing warranty registration documents for others; document preparation, namely, business formation document preparation; Records management services, namely, document indexing for others; financial reports, namely, preparation of reports relating to finance and investments for business or commercial purposes; monetary reports being preparation of financial reports investment reports; preparation of investment reports, namely, preparation of reports relating to finance and investments for business or commercial purposes | ACTIVE | — |
| 036 | Brokerage in the fields of insurance, stocks, commodities; business brokerage; financial brokerage, namely, financial investment brokerage services; monetary brokerage, namely, brokerage services for capital investments; brokerage of currency, namely, financial brokerage services for cryptocurrency trading; investment brokerage; exempt market dealer (EMD) brokerage being securities brokerage; secondaries facilitation services, namely, private equity fund investment services; financial consultancy, advisory and assistance services being financial advice and consultancy services; Monetary consultancy, advisory and assistance services, being monetary strategy consultation and research; investment consultancy, advisory and assistance services, namely, investment consultation in the fields of municipal bonds, securities, retirement, private and public equity; monetary evaluations, being financial information and evaluations; investment evaluations, being financial information and evaluations; financial analysis services; monetary analysis services, namely, monetary strategy consultation and research; investment analysis services, namely, financial investment analysis and stock research; money deposit services being deposit accounts services; earnest money deposit services being deposit accounts services; Financial services, namely, securities and commodities trading services; Financial services, namely, exempt market dealer securities and commodities trading services; Financial services and investment services, namely, management of exempt market dealer (EMD) securities in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial services and investment services, namely, investment in exempt market dealer (EMD) securities in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial, monetary, and investment management being financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; financial, monetary, and investment transactions being financial services, namely, investment fund transfer and transaction services; brokerage, distribution and investment services relating to investment funds and mutual funds; payment processing services in the field of credit card, tax, insurance payments; payment tracking services in the nature of payment verification services; capital call services being financial services, namely, operation, management, and processing of capital calls to investors; consultancy of capital investments being capital investment consultancy; Financial services, namely, onboarding, integration, and introduction of investors to new investment platforms | ACTIVE | — |
| 042 | Providing online non-downloadable software for data analytics and data mining in the field of investment and financial management; Software as a service (SAAS) services featuring software for data analytics and data mining in the field of investment and financial management; Platform as a Service (PAAS) featuring computer software platforms for data analytics and data mining in the field of investment and financial management; Artificial Intelligence as a Service (AIAAS) services featuring software using artificial intelligence (AI) for data analytics and data mining in the field of investment and financial management; providing access to content, websites, and portals, namely, providing an Internet website portal in the fields of data analytics and data mining in the field of investment and financial management; providing online non-downloadable software for business management; providing online non-downloadable software for managing and analyzing business transactions; providing online non-downloadable software for compiling and organizing business intelligence; providing online non-downloadable software for business advisory and consultation services; providing online non-downloadable software for monitoring and tracking business transactions; providing online non-downloadable software for financial, monetary, and investment management; providing online non-downloadable software for managing and analyzing financial, monetary, and investment transactions; providing online non-downloadable software for compiling and organizing financial, monetary, and investment intelligence; providing online non-downloadable software for financial, monetary, and investment advisory and consultation services; providing online non-downloadable software for monitoring and tracking financial, monetary, and investment transactions; providing online non-downloadable software for facilitating capital calls to investors; providing online non-downloadable software for compiling, organizing and identifying investment opportunities; providing online non-downloadable software for compiling, organizing and viewing investment portfolios; providing online non-downloadable software for viewing and generating account statements; providing online non-downloadable software for facilitating secondaries transactions; providing online non-downloadable software for auditing and compliance management; providing online non-downloadable software for distribution support management; providing online non-downloadable encryption software for data privacy protection; providing online non-downloadable encryption software for information protection; providing online non-downloadable software for automating the onboarding, integration, and introduction of investors to new investment platforms; providing online non-downloadable software for automating the initiation of new account openings processes; providing online non-downloadable software for automating the identification of investor needs; providing online non-downloadable software for automating the regulatory compliance inspection and verifications; providing online non-downloadable software for automating the identification of potential investors; providing online non-downloadable software for automating the recommendation of investment products; providing online non-downloadable software for automating verifications of customers and customer risk and financial profiles; providing online non-downloadable software for automating financial and investment due diligence processes; providing online non-downloadable software for accessing content, websites, and portals featuring information in the field of investment and financial management; providing online non-downloadable software for creating and managing portals for third parties who provide access to custom and white label content, websites, and portals; providing online non-downloadable software for monitoring dashboards; providing online non-downloadable software for displaying and interacting with data; providing online non-downloadable software for reporting business data; providing online non-downloadable software for the analysis of business data; providing online non-downloadable software for use in providing multiple user access to a computer information network; providing online non-downloadable software for managing user accounts and access to documents and data; providing online non-downloadable software for interfacing between online platforms and email; providing online non-downloadable software for managing and tracking user logins, permissions, and access to platforms, documents, and data; providing online non-downloadable software for wait-list management; providing online non-downloadable software for call scheduling; providing online non-downloadable chatbot software for simulating interpersonal conversations via live chatting; providing online non-downloadable software for facilitating wire transfers; providing online non-downloadable software for managing and displaying payment information; providing online non-downloadable software for electronic payment processing; providing online non-downloadable software for electronic payment tracking; providing online non-downloadable software for marketing analysis; providing online non-downloadable software for document management; providing online non-downloadable software for document automation; providing online non-downloadable software for document generation; providing online non-downloadable software for facilitating document transfer; providing online non-downloadable software for facilitating document format conversion and transfer; providing online non-downloadable software for searching and organizing documents; providing online non-downloadable software for facilitating and organizing multimedia file transfer and storage; providing online non-downloadable software for data management; providing online non-downloadable software for compiling and organizing data intelligence; providing online non-downloadable encryption software for data protection; providing online non-downloadable software for monitoring and tracking data transfers; providing online non-downloadable software for use in data storage; providing online non-downloadable software for managing databases; providing online non-downloadable software for authorizing and managing access to databases; providing online non-downloadable software for searching and organizing data; providing online non-downloadable software for virtual data rooms, namely, software for the collection, editing, organizing, modifying, book marking, transmission, storage, and sharing of data and information in the field of investment and financial management; providing online non-downloadable software for managing access to data; Providing online non-downloadable software for use in customer relationship management (CRM); providing online non-downloadable software for automating and systematizing e-signatures; providing online non-downloadable software for managing notifications; providing online non-downloadable software for managing regulatory compliance requirements; providing online non-downloadable software for assessing and analyzing fair market value of investment portfolios; providing online non-downloadable software for assessing net asset value of investment portfolios; providing online non-downloadable software for compiling and organizing email communications | ACTIVE | — |
| 045 | Licensing services, namely, product licensing services; Legal regulatory and legal compliance auditing services; legal compliance auditing; Legal consultation in relation to licensing compliance; Legal consultation in relation to exempt market dealer requirements and licensing; Legal consultations on financial regulatory licenses; Exempt market dealer licensing consultancy being legal consultancy relating to licensing | 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 16179681 CANADA INC.
- Other trademarks in Class 009
- Other trademarks in Class 035
- Other trademarks in Class 036
- Other trademarks in Class 042
- Other trademarks in Class 045
- Similar marks named BRIO
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jul 27, 2026 | GNS3 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | — |
| Jul 27, 2026 | GNSL | LETTER OF SUSPENSION E-MAILED | — |
| Jul 27, 2026 | CNSL | SUSPENSION LETTER WRITTEN | — |
| Jul 26, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jul 26, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jul 26, 2026 | ALIE | ASSIGNED TO LIE | — |
| Jul 22, 2026 | ERSI | TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED | — |
| Jun 17, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 17, 2026 | ECDR | TEAS CHANGE OF DOMESTIC REPRESENTATIVES ADDRESS | — |
| Jun 17, 2026 | EWOR | TEAS WITHDRAWAL AS DOMESTIC REPRESENTATIVE RECEIVED | — |
| Jun 17, 2026 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | 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 17, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jun 17, 2026 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jun 17, 2026 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Apr 27, 2026 | GNS2 | NOTIFICATION OF INQUIRY AS TO SUSPENSION E-MAILED | — |
| Apr 27, 2026 | GNSI | INQUIRY TO SUSPENSION E-MAILED | — |
| Apr 27, 2026 | CNSI | SUSPENSION INQUIRY WRITTEN | — |
| Apr 27, 2026 | RCCK | SUSPENSION CHECKED - TO ATTORNEY FOR ACTION | — |
| Sep 30, 2025 | GNS3 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | — |
| Sep 30, 2025 | GNSL | LETTER OF SUSPENSION E-MAILED | — |
| Sep 30, 2025 | CNSL | SUSPENSION LETTER WRITTEN | — |
| Sep 17, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 17, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 17, 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 17, 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 17, 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 17, 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. |
| Jun 9, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 27, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 23, 2024 | NWAP | NEW APPLICATION ENTERED | — |