USPTO serial 99069351
DATA DRIVEN INVESTMENT DECISIONS
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Mar 31, 2026
- Examiner
- SOUNDAR, SHERYL CHRISTINA
- 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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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
Boston, MA, US
Boston, MA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Stephanie Scruggs
Stephanie Scruggs Bradley Arant Boult Cummings LLP1900 K Street NW, Suite 800Washington, DC 20006United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial information and advisory services; Information, advisory, consultancy and financial research services relating to finance and investments; Financial analyses; Financial data analysis; Financial consultancy; Financial information; Financial research and information services | ACTIVE | Jul 24, 2025 |
| 042 | Software as a service (SAAS) services featuring software for performing in-depth analysis and reporting of investment ideas; Software as a service (SAAS) services featuring software for optimizing investment research spending; Software as a service (SAAS) services featuring software for analyzing, visually interacting with and reporting financial and investment data; Software as a service (SAAS) services featuring software for creating mock portfolios for the development and training of analysts | ACTIVE | Jul 24, 2025 |
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 |
|---|---|---|---|
| Apr 1, 2026 | NRCS | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Mar 31, 2026 | R.SR | REGISTERED-SUPPLEMENTAL REGISTER | Your mark is registered on the Supplemental Register, which is available for marks that are not yet distinctive enough for the Principal Register but can still identify a source. Protection is more limited than Principal Register registration but can later support a Principal Register application. |
| Mar 4, 2026 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Mar 3, 2026 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Mar 3, 2026 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Mar 3, 2026 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Mar 3, 2026 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Feb 27, 2026 | IUAA | USE AMENDMENT ACCEPTED | — |
| Feb 20, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Feb 20, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Feb 20, 2026 | ALIE | ASSIGNED TO LIE | — |
| Feb 11, 2026 | 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. |
| Feb 10, 2026 | AUPC | AMENDMENT TO USE PROCESSING COMPLETE | — |
| Feb 10, 2026 | IUAF | USE AMENDMENT FILED | — |
| Feb 10, 2026 | EAAU | TEAS AMENDMENT OF USE RECEIVED | — |
| Nov 12, 2025 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Nov 12, 2025 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Aug 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. |
| Aug 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. |
| Aug 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. |
| Aug 7, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 5, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Mar 5, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 5, 2025 | NWAP | NEW APPLICATION ENTERED | — |