USPTO serial 99294259
Reviewed by CopyMark Law Group
This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Culver City, CA, US
Culver City, CA, US
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Puja Detjen
Puja Detjen Patterson & Sheridan, LLPSuite 160024 Greenway PlazaHouston, TX 77046| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Platform as a service (PaaS) featuring non-downloadable software for use by financial professionals for workflow automation and administrative support in the field of financial advisory services, namely, financial planning support tools, portfolio analysis support tools, financial research support tools, and financial and investment-related administrative tools; Artificial intelligence as a service (AIaaS) featuring software using artificial intelligence for automating administrative and operational tasks for financial professionals; Artificial intelligence as a service (AIaaS) featuring software using artificial intelligence for automating administrative tasks, namely, automating meeting scheduling and preparation, notetaking, corresponding with clients, and syncing client interactions with a customer relationship management (CRM) platform; Artificial intelligence as a service (AIaaS) featuring software using artificial intelligence for analyzing data and interacting with financial advisors to assist in their advisory practices; none of the foregoing including the provision of investment advice, investment management, fund management, venture capital services, private equity services, real estate investment services, custodial services, or the investment of funds for others. | ACTIVE | Jun 15, 2025 |
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
| Date | Code | Event | What it means |
|---|---|---|---|
| Aug 25, 2026 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Jul 17, 2026 | IUAF | USE AMENDMENT FILED | — |
| Jul 17, 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. |
| Jun 23, 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. |
| Apr 28, 2026 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Apr 28, 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. |
| Apr 22, 2026 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Apr 2, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 10, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Mar 10, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 10, 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. |
| Dec 10, 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. |
| Dec 10, 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. |
| Dec 10, 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. |
| Dec 8, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 21, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jul 21, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Jul 21, 2025 | NWAP | NEW APPLICATION ENTERED | — |