USPTO serial 99381614
Reviewed by CopyMark Law Group
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.
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.
Edison, NJ, US
Edison, NJ, US
Edison, NJ, US
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Gerry Fifer
Gerry Fifer Law Office of Gail Berritt LLC9 Berndale DriveWestport, CT 06880United States| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Software as a service (SAAS) services featuring software using artificial intelligence (AI) for reading wealth management data in order to enable wealth management companies to help their clients interpret wealth management data and process transactions | ACTIVE | Sep 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 18, 2026 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Aug 18, 2026 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Jul 30, 2026 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Jul 30, 2026 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Jul 21, 2026 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| May 11, 2026 | IUAF | USE AMENDMENT FILED | — |
| May 11, 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. |
| Apr 21, 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. |
| Feb 24, 2026 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Feb 24, 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 18, 2026 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Feb 2, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jan 29, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 28, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Sep 8, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Sep 8, 2025 | NWAP | NEW APPLICATION ENTERED | — |