USPTO serial 99070393
OPUS
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- —
- Examiner
- CERDA, VICTOR
- Law office
- TMO LAW OFFICE 123
What this means
These status codes mean the trademark application is abandoned and no longer pending. Common reasons include missing an Office Action response (600), filing without a valid basis (602), express abandonment by the applicant (604), or failure to respond to an examiner's inquiry (618). Revival may be possible in limited circumstances. If abandonment was unintentional, consult counsel about a petition to revive. Otherwise file a new application if protection is still needed.
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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 LLP40th Floor10 South Wacker DriveChicago, IL 60606Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial analysis and research services; financial information and advisory services; financial information processing; financial data analysis; financial services, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; financial risk assessment services; financial services, namely, investment accounting services; financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to financial investments, financial markets, financial securities and other financial instruments. | ACTIVE | — |
| 042 | Providing an online, non-downloadable information delivery, management and reporting software platform for the analysis and management of financial data, assets, product flows, and investments; software as a service (SAAS) services featuring software for integrating, aggregating, synthesizing, visualizing, distributing, managing, sharing, cataloging and scaling financial data; software as a service (SAAS) services featuring software for financial data management, financial records management, investment accounting, conducting financial analyses, tracking and monitoring compliance with financial laws, regulations and internal guidelines, and preparing financial reports; software as a service (SAAS) services featuring software using artificial intelligence, quantitative modeling and predictive analytics to parse and provide insights into financial, investment and market data and trends; software as a service (SAAS) services featuring communications software to facilitate the transmission of financial data; software as a service (SAAS) services featuring software that enables asset managers, wealth managers, asset allocators, and market infrastructure players to access a suite of financial data management and analytics tools; software as a service services (SAAS) featuring software that enables asset managers, wealth managers, asset allocators, and market infrastructure players to evaluate the effectiveness of financial investments and programs using multi-dimensional analytics, dashboards and interactive visualizations, analyze investment concentrations, identify tax optimization opportunities, model the impacts of financial contributions and redemptions, and simulate pre-execution trading scenarios; software as a service (SAAS) services featuring software with reporting tools to generate customizable views of portfolio valuations, balances, financial transactions, and other financial metrics; software as a service (SAAS) services featuring software that provides consolidated views of global accounting books and real-time access to investment data. | 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 |
|---|---|---|---|
| Sep 16, 2025 | MAB2 | ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND | The trademark application was abandoned because a required response or document was not filed by the deadline — usually a missed Office Action response. The application is dead unless a petition to revive is granted within a limited time. |
| Sep 16, 2025 | ABN2 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE | The trademark application was abandoned because a required response or document was not filed by the deadline — usually a missed Office Action response. The application is dead unless a petition to revive is granted within a limited time. |
| 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 9, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 6, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Mar 6, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 6, 2025 | NWAP | NEW APPLICATION ENTERED | — |