USPTO serial 99073097
EXPLAINABLE ASSET ALLOCATION
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- May 5, 2026
- Examiner
- CASE, LEIGH CAROLINE
- 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
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Owner
Delray Beach, FL, US
Delray Beach, FL, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Phouphanomketh Ditthavong
Phouphanomketh Ditthavong DITTHAVONG, STEINER, & MLOTKOWSKI201 North Union Street, Suite 110Alexandria, VA 22314United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial services, namely, analysis and management of financial investment portfolios; providing information and analysis relating to financial investment decisions based on machine learning; financial investment analysis | ACTIVE | Feb 12, 2026 |
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 |
|---|---|---|---|
| May 5, 2026 | NRCS | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| May 5, 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. |
| Apr 8, 2026 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Mar 31, 2026 | DMCC | DATA MODIFICATION COMPLETED | — |
| Mar 26, 2026 | IUAA | USE AMENDMENT ACCEPTED | — |
| Mar 18, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Mar 18, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 18, 2026 | ALIE | ASSIGNED TO LIE | — |
| Mar 17, 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. |
| Mar 5, 2026 | AUPC | AMENDMENT TO USE PROCESSING COMPLETE | — |
| Mar 5, 2026 | IUAF | USE AMENDMENT FILED | — |
| Mar 5, 2026 | EAAU | TEAS AMENDMENT OF USE RECEIVED | — |
| Dec 19, 2025 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Dec 19, 2025 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Sep 20, 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. |
| Sep 20, 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. |
| Sep 20, 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 22, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Aug 22, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Aug 22, 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. |
| May 22, 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. |
| May 22, 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. |
| May 22, 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 20, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 7, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Mar 7, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 7, 2025 | NWAP | NEW APPLICATION ENTERED | — |