USPTO serial 99394949
ALTITUDE
Reviewed by CopyMark Law Group
Status 653
- Filing date
- Status date
- Registration date
- —
- Examiner
- CAYCEDO, CATHERINE ANN
- Law office
- TMEG LAW OFFICE 101
What this means
This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.
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Owner
South Jordan, UT, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
TABETHA LYNN HINMAN
TABETHA LYNN HINMAN Hinman Legal PC1725 Lincoln Ave.San Jose, CA 95125United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable computer software applications for business management services; Downloadable computer software applications for customer relationship management; Downloadable computer software applications for managing customer data, sales leads, and client communications.; Downloadable computer software using artificial intelligence (AI) for use by financial advisors and wealth management professionals; Downloadable computer software using artificial intelligence (AI) for automating client communications in the financial services industry; Downloadable computer software using artificial intelligence (AI) for analyzing client data and identifying business opportunities in wealth management; Downloadable computer software using artificial intelligence (AI) for conversational artificial intelligence software for advisor-client interactions in financial services; Downloadable computer software platforms for wealth management and financial advisory services; Downloadable computer software for wealth management and financial advisory services, namely practice management software for financial advisors, client relationship management software specifically designed for the wealth management industry, and computer software for managing financial advisor workflows and client data; Downloadable computer software for using artificial intelligence for automating client communications, generating personalized marketing content, streamlining practice management workflows, analyzing client data to identify opportunities, and providing conversational interfaces for advisor-client interactions in the financial services and wealth management industry; Downloadable computer software for Marketing automation for financial advisors, namely computer software for generating personalized marketing content for wealth management professionals, automated client communication software for financial services, and computer software for creating and managing marketing campaigns in the financial advisory industry; Downloadable computer software for Practice management automation for wealth management professionals, namely workflow management software for financial advisors, computer software for streamlining business operations in financial advisory practices, and task automation software for wealth management firms; Downloadable computer software for Conversational interface software for financial services, namely chatbot software for wealth management applications, natural language processing software for financial advisor-client communications, and interactive communication software for financial advisory services; Downloadable computer software for Data analytics software for wealth management, namely business intelligence software for financial advisors, computer software for analyzing client data in financial services, and predictive analytics software for identifying business opportunities in wealth management; Downloadable computer software for Application programming interface (API) software for financial services applications, namely computer software development tools for integrating with wealth management platforms and API software for connecting third-party applications to financial advisory software | ACTIVE | — |
| 035 | Business consulting services in the field of wealth management practice management, namely, providing advice and support to financial advisors and wealth management professionals regarding workflow optimization, automation of business processes, and operational efficiency using software platforms; Business consulting services in the field of marketing automation for financial advisors, namely, providing advice and support regarding the use of technology to generate personalized marketing content, automate client communications, and manage digital marketing campaigns; Business consulting services in the field of artificial intelligence for financial services, namely, advising on the implementation and use of AI-powered tools to assist with client communications, data analysis, and practice management; Business consulting services in the field of customer relationship management for wealth management professionals, namely, providing advice on the use of technology to manage client data, automate communications, and enhance client engagement; Business consulting services in the field of business data analysis for financial advisors, namely, advising on the use of analytics software to identify business opportunities, generate performance reports, and support data-driven decision making; Business consulting services in the field of egulatory compliance for financial advisors, namely, providing advice and support regarding the use of technology to maintain compliance with financial industry regulations, record retention, and documentation requirements; Business consulting services in the field of software integration for wealth management professionals, namely, advising on the integration of third-party applications, services, and APIs with practice management and marketing automation platforms; Business consulting services in the field of professional training for financial advisors, namely, providing advice and resources related to the adoption and use of business management software, including training materials and webinars | ACTIVE | — |
| 042 | Software as a service (SAAS) services featuring software for wealth management and financial advisory services, namely practice management software for financial advisors, client relationship management software for the wealth management industry, marketing automation software for generating personalized content, workflow management software for streamlining business operations, and artificial intelligence software for automating client communications and analyzing client data; Software as a service (SAAS) services featuring software for financial industry compliance management, namely software for maintaining regulatory compliance with securities regulations, record retention management software for financial advisors, and automated compliance monitoring software for wealth management communications and documentation; Platform as a service (PAAS) featuring computer software platforms for financial services integrations, namely API development platforms for connecting wealth management software with third-party financial applications, data synchronization services for financial advisory tools, and software integration services for financial services workflows; Platform as a service (PAAS) featuring computer software platforms for developing and deploying financial services applications, namely software development platforms for wealth management tools, application programming interface platforms for integrating third-party financial services applications, and cloud computing platforms for hosting financial advisory software solutions; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for financial services applications, namely AI model training platforms for wealth management data analysis, machine learning algorithm development services for financial advisory automation, and AI-powered content generation services for financial marketing and client communications; Application service provider featuring application programming interface (API) software for financial services integrations, namely API development platforms for connecting wealth management software with third-party financial applications, data synchronization services for financial advisory tools, and software integration services for financial services workflows; Platform as a service (PAAS) featuring computer software platforms for cloud computing services for financial advisory applications, namely cloud-based infrastructure for hosting wealth management software, scalable computing resources for financial services applications, data center services for financial advisory platforms, and cloud-based development environments for financial technology solutions | 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 |
|---|---|---|---|
| Sep 9, 2026 | GNS3 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | — |
| Sep 9, 2026 | GNSL | LETTER OF SUSPENSION E-MAILED | — |
| Sep 9, 2026 | CNSL | SUSPENSION LETTER WRITTEN | — |
| Aug 12, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Aug 12, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Aug 12, 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. |
| Apr 28, 2026 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Apr 28, 2026 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Feb 12, 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. |
| Feb 12, 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. |
| Feb 12, 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 27, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 16, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Sep 16, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Sep 16, 2025 | NWAP | NEW APPLICATION ENTERED | — |