USPTO serial 99426861
ACTIVE INTELLIGENCE
Reviewed by CopyMark Law Group
Status 641Office Action
- Filing date
- Status date
- Registration date
- —
- Examiner
- BEVERLY, JOSETTE MICHELLE
- Law office
- TMO LAW OFFICE 115
What this means
The USPTO has issued an Office Action on this application. A response is typically required before the deadline, or the application can be abandoned.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Janet Garetto
Janet Garetto Nixon Peabody LLP70 West Madison Street, Suite 5200Chicago, IL 60602United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Providing business intelligence services; Regulatory submission management, namely, assisting others in preparing and filing financial reports and investor communications with governmental regulatory bodies; Providing a secured access database featuring an artificial intelligence tool for gathering business intelligence which can be used for creating, reviewing, and distributing financial reports; Providing a secured access database through which documents and images can be viewed, accessed, copied, and printed for conducting corporate transactions; Business investigations and evaluations, information and research, and business data analysis leveraging artificial intelligence, natural language processing machine learning, and other data sources | ACTIVE | Nov 19, 2025 |
| 036 | Providing financial information reporting services featuring an artificial intelligence tool for gathering business intelligence for creating, reviewing and distributing financial reports; Providing financial regulatory communications and securities information via a global computer network | ACTIVE | Nov 19, 2025 |
| 042 | Providing temporary use of non-downloadable cloud-based compliance and filing software for creating, reviewing, and distributing financial reports, and for submitting required disclosure documents to a securities and exchange government entity; Providing temporary use of non-downloadable cloud-based compliance and filing software featuring an artificial intelligence tool for gathering business intelligence which can be used for the purpose of creating, reviewing, and distributing financial reports; Providing temporary use of online non-downloadable software for use in preparing financial reports and assimilating data to be used in financial reporting; Providing temporary use of online non-downloadable software for use in collecting, preparing and publishing data for financial and management reporting; Providing on-line non-downloadable software for drafting documents, reports and dynamic content generation which allows multiple editors; Providing on-line non-downloadable software for designing, creating, editing and publishing documents that ensures compliance with client requirements; Software as a service (SAAS) services for enabling creation, management and distribution of electronic information pertaining to financial transactions and regulatory communications; Software as service (SaaS) which leverages artificial intelligence to increase operational efficiency in financial and management reporting; Software as a service (SaaS) services for automating the process for gathering, preparing, and publishing data for reporting | ACTIVE | Nov 19, 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 |
|---|---|---|---|
| Oct 22, 2026 | ATRV | ATTORNEY REVIEW COMPLETED | — |
| Oct 12, 2026 | AUPC | AMENDMENT TO USE PROCESSING COMPLETE | — |
| Oct 12, 2026 | IUAF | USE AMENDMENT FILED | — |
| Oct 12, 2026 | EAAU | TEAS AMENDMENT OF USE RECEIVED | — |
| Oct 12, 2026 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Oct 12, 2026 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Jul 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. |
| Jul 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. |
| Jul 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. |
| Jun 3, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jun 3, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 3, 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. |
| Mar 3, 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. |
| Mar 3, 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. |
| Mar 3, 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. |
| Feb 6, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Oct 3, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Oct 3, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Oct 3, 2025 | NWAP | NEW APPLICATION ENTERED | — |