USPTO serial 99189794
ELLIS
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Sep 15, 2026
- Examiner
- TRUSILO, KELLY JEAN
- 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.
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Owner
Wilmington, DE, US
Wilmington, DE, US
Wilmington, DE, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Elizabeth Oliner
Elizabeth Oliner Oliner Law345 Grove St., 2nd FloorSan Francisco, CA 94102United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Software as a service (SAAS) services featuring software using artificial intelligence (AI) for financial, investment, and portfolio data analysis, management, administration, and reporting; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for use by specialized private credit fund managers and investment professionals with domestic and international investors, for fund operations which include but aren't limited to fund administration, investor accounting, financial reporting, compliance monitoring, and regulatory reporting; Software as a service (SAAS) services featuring software for managing complex and multi-jurisdictional fund structures, including bespoke fee arrangements, multi-layered entities, and alternative asset types; Software as a service (SAAS) services featuring software for automating financial data extraction, reconciliation, anomaly detection, investor communications, and preparation and generation of financial statements and partner reports in connection with financial services; Software as a service (SAAS) services featuring software for managing cross-border compliance obligations, including Know Your Customer (KYC), Anti-Money Laundering (AML), Shariah compliance, Foreign Account Tax Compliance Act (FATCA), Common Reporting Standard (CRS), and Alternative Investment Fund Managers Directive (AIFMD); Software as a service (SAAS) services featuring software using artificial intelligence (AI) for tools used for investor onboarding, capital formation processes, entity formation, and all document automation in connection with financial services, alternative investments, and private credit funds | ACTIVE | Mar 24, 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 |
|---|---|---|---|
| Sep 15, 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. |
| Sep 15, 2026 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Sep 15, 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 20, 2026 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Aug 20, 2026 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Aug 11, 2026 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Jun 24, 2026 | IUAF | USE AMENDMENT FILED | — |
| Jun 24, 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. |
| Dec 23, 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. |
| Oct 28, 2025 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Oct 28, 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. |
| Oct 22, 2025 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Sep 30, 2025 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Sep 30, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| May 16, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| May 16, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| May 16, 2025 | NWAP | NEW APPLICATION ENTERED | — |