USPTO serial 98978697
FINNY
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Aug 25, 2026
- Examiner
- PEREZ, STEVEN 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.
Need help with FINNY?
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
New York, NY, US
New York, NY, US
New York, NY, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Dyan Finguerra-DuCharme
Dyan Finguerra-DuCharme Pryor Cashman LLP7 Times SquareNew York, NY 10036United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Lead generation services; providing business intelligence services; Electronic data collection and business analysis services using artificial intelligence for business purposes in the fields of finance, accounting, investment, wealth management, insurance and insurance brokerages and agencies; providing sales leads for others, specifically for financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents; providing an online searchable database featuring business information and business contacts; providing a business database of information about prospective new clients and business intelligence and electronic data pertaining thereto for financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents | ACTIVE | May 1, 2024 |
| 042 | Providing online, non-downloadable software for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto; Providing temporary use of a non-downloadable web application for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto; Providing subscription-based temporary use of non-downloadable cloud-based software for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto; Software as a service (SAAS) services featuring software for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto; Software as a service (SAAS) services featuring software using artificial intelligence for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto; Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto; Application service provider (ASP) featuring software using artificial intelligence for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto | ACTIVE | May 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 |
|---|---|---|---|
| Aug 25, 2026 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Aug 25, 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. |
| Aug 5, 2026 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Aug 5, 2026 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Jul 8, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 2, 2026 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Jul 2, 2026 | DPCC | DIVISIONAL PROCESSING COMPLETE | — |
| Jun 7, 2026 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Feb 19, 2026 | IUAF | USE AMENDMENT FILED | — |
| Feb 19, 2026 | DRRR | DIVISIONAL REQUEST RECEIVED | — |
| Feb 19, 2026 | 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. |
| Feb 19, 2026 | ERTD | TEAS REQUEST TO DIVIDE RECEIVED | — |
| Aug 26, 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. |
| Jul 1, 2025 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jul 1, 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. |
| Jun 25, 2025 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jun 1, 2025 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Apr 10, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Apr 10, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Apr 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. |
| Jan 9, 2025 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Jan 9, 2025 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Oct 10, 2024 | 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. |
| Oct 10, 2024 | 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. |
| Oct 10, 2024 | 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. |
| Sep 26, 2024 | DOCK | ASSIGNED TO EXAMINER | — |
| Aug 13, 2024 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 19, 2024 | NWAP | NEW APPLICATION ENTERED | — |