USPTO serial 99243160
VERGENCE
Reviewed by CopyMark Law Group
Status 730Notice of Allowance
- Filing date
- Status date
- Registration date
- —
- Examiner
- KLEINMAN, CORINNE ANNE
- Law office
- INTENT TO USE SECTION
What this means
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.
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Owner
Chicago, IL, US
Chicago, IL, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Marlene J Williams
Marlene J Williams Winston Taylor LLP101 California StreetSan Francisco, CA 94111United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial analysis and consultation rendered using AI and machine learning-driven analytical support and consulting for investment advisory, securities and insurance services firms, sports, media and entertainment companies, technology and energy companies, and food and beverage companies, including the development of predictive models, risk assessment algorithms, and data-driven insights to enhance investment planning, annuity evaluation, and securities analysis; financial risk assessment and management services rendered using AI-powered financial risk assessment frameworks and data science solutions to support risk management strategies in the insurance, investment, sports, media, entertainment, technology, energy, and food and beverage sectors | ACTIVE | — |
| 042 | Software as a Service (SaaS) services featuring software using artificial intelligence (AI) and machine learning for providing decision support and operational software tools for businesses in the insurance, investment advisory, securities, sports, media, entertainment, technology, energy, and food and beverage industries; Software as a Service (SaaS) services featuring software for automating business functions, risk assessment, compliance tracking, and regulatory reporting; Software as a Service (SaaS) services featuring software for financial modeling, portfolio management, and transaction analysis in investment advisory, securities, sports, media, entertainment, technology, energy, and food and beverage sectors; Software as a Service (SaaS) services featuring software for providing predictive analytics and data visualization tools for businesses in insurance and investment advisory fields; Software as a Service (SaaS) services featuring software for facilitating mergers and acquisitions, annuity structuring, and other financial transactions | 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 |
|---|---|---|---|
| Oct 16, 2026 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Oct 15, 2026 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Oct 15, 2026 | EXT1 | SOU EXTENSION 1 FILED | — |
| Oct 15, 2026 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| May 5, 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. |
| Mar 10, 2026 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Mar 10, 2026 | 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. |
| Mar 4, 2026 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Feb 10, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Feb 9, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Feb 9, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Feb 9, 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. |
| Nov 14, 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. |
| Nov 14, 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. |
| Nov 14, 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. |
| Nov 7, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Oct 27, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jun 19, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Jun 19, 2025 | NWAP | NEW APPLICATION ENTERED | — |