USPTO serial 99306785
Serial No. 99306785
Reviewed by CopyMark Law Group
Status 730Notice of Allowance
- Filing date
- Status date
- Registration date
- —
- Examiner
- EINSTEIN, MATTHEW T
- 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
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Janet Garetto
Janet Garetto Nixon Peabody LLP70 West Madison Street, Suite 5200Chicago, IL 60602United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable software using artificial intelligence for business banking performance optimization, expenses management, inventory optimization, pricing optimization, cash flow forecast, invoicing, billing, and customer communication; downloadable software using artificial intelligence for customer relationship management, customer service, and customer engagement; downloadable software using artificial intelligence for generating text, marketing materials, product recommendations, key performance indicators, and invoices; downloadable software using artificial intelligence for data collection and analysis; downloadable chatbot software using artificial intelligence in the field of customer service; downloadable software using artificial intelligence for provision of financial information and banking management | ACTIVE | — |
| 035 | Financial report preparation for others; invoicing services | ACTIVE | — |
| 036 | Banking services; providing an internet website portal in the field of banking; providing an internet website portal in the field of banking for small businesses; providing an internet website portal for online banking; providing an internet website portal in the field of financial transaction and payment processing services; financial management services; cash flow services, namely, cash management, online cash account services, and electronic transfers of money; bill payment services; financial services, namely, banking services; financial services for small businesses, namely, banking services; personalized financial services, namely, banking services; financial services using artificial intelligence (AI) powered technology, namely, banking services; financial services offered via the internet, mobile devices and electronic databases, namely, banking services; financial services offered via the internet, mobile devices and electronic databases using artificial intelligence (AI) powered technology, namely, banking services | ACTIVE | — |
| 042 | Platform as a service (PaaS) featuring computer software platforms using artificial intelligence for business banking performance optimization, expenses management, inventory optimization, pricing optimization, cash flow forecast, invoicing, billing, and customer communication; platform as a service (PaaS) featuring computer software platforms using artificial intelligence for customer relationship management, customer service, and customer engagement; platform as a service (PaaS) featuring computer software platforms using artificial intelligence for generating text, marketing materials, product recommendations, key performance indicators, and invoices; platform as a service (PaaS) featuring computer software platforms using artificial intelligence for data collection and analysis; platform as a service (PaaS) featuring computer software platforms featuring chatbot non-downloadable software using artificial intelligence in the field of customer service; platform as a service (PaaS) using artificial intelligence for provision of financial information and banking management | 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 29, 2026 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Oct 28, 2026 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Oct 28, 2026 | EXT1 | SOU EXTENSION 1 FILED | — |
| Oct 28, 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. |
| Apr 28, 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 3, 2026 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Mar 3, 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. |
| Feb 25, 2026 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Feb 4, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jan 9, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jan 9, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jan 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. |
| Dec 15, 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 15, 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 15, 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 12, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Dec 5, 2025 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Dec 5, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jul 28, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Jul 28, 2025 | NWAP | NEW APPLICATION ENTERED | — |