USPTO serial 99339713
CONTENT NEXT
Reviewed by CopyMark Law Group
Status 730Notice of Allowance
- Filing date
- Status date
- Registration date
- —
- Examiner
- JOHNSON, AISHA CLARKE
- 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
Milwaukee, WI, US
Milwaukee, WI, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Julie C. Kirby
600 N. Vel R. Phillips Ave.Milwaukee, DE 53203United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable computer software using artificial intelligence (AI) for storing, managing, organizing, and controlling content and documents for financial institutions; Downloadable computer software using artificial intelligence (AI) for financial institutions to create customizable workflows; Downloadable application programming interface (API) software for incorporating and customizing features into a financial institution’s content management and workflow management platform; Downloadable computer software for storing, managing, organizing, and controlling content and documents for financial institutions; Downloadable computer software for financial institutions to create customizable workflows | ACTIVE | — |
| 035 | Business records management; Financial records management; Records management services, namely, document indexing for others; Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information; Project management for others for business purposes in the field of content management and workflow management for financial institutions; Office functions in the nature of filing documents; Duplication of documents; Business assistance, advisory and consulting services in the field of assisting financial institutions in organizing and controlling their enterprise-wide content and document systems for offering financial services to their customers | ACTIVE | — |
| 042 | Artificial intelligence as a service (AIAAS) featuring software using artificial intelligence for database management; Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence (AI) for storing, managing, organizing, and controlling content and documents for financial institutions; Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence (AI) for financial institutions to create customizable workflows; Providing on-line non-downloadable software using artificial intelligence (AI) for storing, managing, organizing, and controlling content and documents for financial institutions; Providing on-line non-downloadable software using artificial intelligence (AI) for financial institutions to create customizable workflows; Application service provider featuring application programming interface (API) software for incorporating and customizing features into a financial institution’s content management and workflow management platform; Providing on-line non-downloadable software for storing, managing, organizing, and controlling content and documents for financial institutions; Providing on-line non-downloadable software for financial institutions to create customizable workflows | 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 |
|---|---|---|---|
| Jun 24, 2026 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jun 23, 2026 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Jun 23, 2026 | EXT1 | SOU EXTENSION 1 FILED | — |
| Jun 23, 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. |
| Mar 26, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Mar 26, 2026 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | 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 26, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Mar 26, 2026 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Mar 26, 2026 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| 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 | — |
| Aug 15, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Aug 15, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Aug 15, 2025 | NWAP | NEW APPLICATION ENTERED | — |