USPTO serial 99352202
ORIGIN AI
Reviewed by CopyMark Law Group
Status 688Notice of Allowance
- Filing date
- Status date
- Registration date
- —
- Examiner
- GARTNER, JOHN M
- 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.
Evan Brown
Evan Brown Neal & McDevitt, LLC2801 Lakeside Drive201Bannockburn, IL 60015Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable software for personal financial planning, personal financial management, and personalized investment insights based on user risk profiles and suitability questionnaires; downloadable software for users to create personalized plans for financial wellness; downloadable mobile and desktop applications for budgeting, spend tracking, managing subscriptions, and cash flow analysis; downloadable software for investment tracking, including equities, bonds, retirement accounts, and thematic stock bundles; downloadable software for projecting net worth, retirement readiness, and life event modeling, including education, home purchases, and family planning; downloadable software for estate planning, namely, preparing wills and related documents; downloadable software using artificial intelligence (AI) for generating personalized budgets, forecasts, and recommendations; downloadable software using generative artificial intelligence (AI) for providing real-time financial insights and personalized financial advice | ACTIVE | — |
| 036 | Personal financial planning and investment advisory services; financial consulting services using financial wellness tools to create personalized plans for financial wellness; providing a website featuring information in the field of financial wellness; financial management services, namely, budgeting, savings planning, investment tracking, and portfolio analysis; investment of funds for others, namely, automated index investing, thematic stock bundle investing, and high-yield cash account services; financial forecasting services, namely, projecting net worth, cash flow, and retirement readiness; estate planning services, namely, creation and management of wills and estate planning documents; financial management, namely, subscription and bill monitoring services; AI-assisted financial planning and advisory services providing recommendations based on user-specific financial data | ACTIVE | — |
| 042 | Providing temporary use of online, non-downloadable software for personal financial planning, personal financial management, and personal investment planning; providing temporary use of online, non-downloadable software for users to access and view information on compensation and salaries; providing temporary use of online, non-downloadable software for users to create personalized plans for financial wellness; software as a service (SaaS) services featuring software for personal financial planning, budgeting, forecasting, and investment tracking; providing temporary use of online, non downloadable software incorporating generative AI functionality for financial analysis, insights, and planning recommendations; providing temporary use of non-downloadable cloud-based software for consolidating user financial accounts and generating financial reports | 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.
- Other trademarks owned by Blend Financial Inc.
- Other trademarks owned by Blend Financial Inc.
- Other trademarks in Class 009
- Other trademarks in Class 036
- Other trademarks in Class 042
- Similar marks named ORIGIN AI
- Prosecution event NOAM explained
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| 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 11, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Feb 11, 2026 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Feb 11, 2026 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Feb 11, 2026 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Feb 11, 2026 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| 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. |
| Jan 14, 2026 | 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. |
| Jan 14, 2026 | 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. |
| Jan 14, 2026 | 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. |
| Jan 12, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 11, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Aug 22, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Aug 22, 2025 | NWAP | NEW APPLICATION ENTERED | — |