USPTO serial 99375121
SMARTPROPOSAL
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Sep 8, 2026
- Examiner
- URBAN,HENRY J
- Law office
- FILE REPOSITORY (FRANCONIA)
What this means
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
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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.
Current trademark owner
Monitor this mark, or talk with CopyMark about this registration.
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
Arden Hills, MN, US
Arden Hills, MN, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Roman Vayner
9711 Washingtonian Blvd.Suite 550Gaithersburg, MD 20878Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Software as a service (SAAS) services featuring software for financial planning, personalized financial advice, scenario modeling, risk assessment, and goal tracking to support informed investment decision-making; Software as a service (SAAS) services featuring software for categorizing and displaying fees from investment and brokerage accounts; Software as a service (SAAS) services featuring software for displaying brokerage account portfolio performance and benchmark reporting; Software as a service (SAAS) services featuring software for brokerage account visualization, analytics, and comparisons against market indices to optimize investment strategies | ACTIVE | Sep 1, 2025 |
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 |
|---|---|---|---|
| Sep 8, 2026 | NRCS | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Sep 8, 2026 | R.SR | REGISTERED-SUPPLEMENTAL REGISTER | Your mark is registered on the Supplemental Register, which is available for marks that are not yet distinctive enough for the Principal Register but can still identify a source. Protection is more limited than Principal Register registration but can later support a Principal Register application. |
| Aug 14, 2026 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Aug 14, 2026 | IUAA | USE AMENDMENT ACCEPTED | — |
| Apr 30, 2026 | AUPC | AMENDMENT TO USE PROCESSING COMPLETE | — |
| Apr 30, 2026 | IUAF | USE AMENDMENT FILED | — |
| Apr 30, 2026 | EAAU | TEAS AMENDMENT OF USE RECEIVED | — |
| Apr 30, 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 30, 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 30, 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 30, 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 26, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 25, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Sep 4, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Sep 4, 2025 | NWAP | NEW APPLICATION ENTERED | — |