USPTO serial 99019321
Reviewed by CopyMark Law Group
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.
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.
Plus Government fees of $150
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Mammen P. Zachariah, Jr.
Mammen P. Zachariah, Jr. Greenberg Traurig, LLP777 South Flagler Drive, Suite 300 EastWest Palm Beach, FL 33401United States| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable software for analyzing investment funds and conducting research using artificial intelligence, machine learning, and algorithms to generate investment recommendations; Downloadable software including an interactive chat platform for receiving and answering inquiries relating to finance and investments using artificial intelligence, machine learning, and algorithms; Downloadable software for providing wealth and asset management; Downloadable software for providing conversational artificial intelligence for interacting with customers and providing automated responses based on a knowledge database; Downloadable software for generating buy and sell recommendations for investments using artificial-intelligence driven analytics and predictive modeling | ACTIVE | — |
| 036 | Advice relating to investments; Investment consultation; Investment advice; Investment consultancy; Investment advisory services; Capital investment consulting; Fund investment consultation; Capital investment consultancy; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Investment risk assessment services; Global investment research services; Financial investment analysis and stock research; Monitoring financial markets for investment purposes; Providing information regarding financial investment strategies; Providing information and research in the field of finance and financial investments; Information, advisory, consultancy and financial research services relating to finance and investments | ACTIVE | Dec 12, 2023 |
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
| Date | Code | Event | What it means |
|---|---|---|---|
| May 12, 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. |
| Apr 5, 2026 | ETOP | EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED | — |
| Dec 17, 2025 | ETOF | EXTENSION OF TIME TO OPPOSE RECEIVED | — |
| Nov 25, 2025 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Nov 25, 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. |
| Nov 19, 2025 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Oct 27, 2025 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Oct 27, 2025 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Oct 27, 2025 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Oct 27, 2025 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Oct 27, 2025 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jul 11, 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. |
| Jul 11, 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. |
| Jul 11, 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. |
| Jul 8, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Jun 30, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jan 27, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Jan 27, 2025 | NWAP | NEW APPLICATION ENTERED | — |