USPTO serial 99517924
Reviewed by CopyMark Law Group
This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.
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The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Bradley L. Cohn
Bradley L. Cohn Pattishall, McAuliffe, Newbury, Hilliard & Geraldson LLP125 S. Wacker Drive, Suite 2050Chicago, IL 60606United States| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Advisory services relating to financial asset management; alternative financial asset funds management; financial asset and portfolio management services; financial asset management services; financial asset management; investment and management of funds; investment counselling, financial planning and portfolio management; investment management; financial management in the field of investment portfolios; mutual funds and capital investment; financial wealth management services; Financial services namely wealth management services; financial investment and portfolio management services; financial advisory and consultancy services, namely, investment counselling services and advice on alternative financial strategies; financial portfolio management, namely, management of separated portfolio accounts and asset management services; financial consultation services in the field of constructing investment portfolios; financial consultation services in the field of selecting financial assets for investments; financial consultation services in the field of selecting alternative assets and alternative assets funds for investment, including precious metals, collectibles, real estate, commodities, private equity, distressed securities, hedge funds, exchange funds, carbon credits, venture capital, film production, financial derivatives, cryptocurrencies, non-fungible tokens (NFTs), tax receivable agreements, forestry and shipping; Providing financial and investment information services, namely, trading analysis and financial information based on financial indices; financial services, namely, calculating financial indices for investment funds; providing trading of investment funds based on financial indices; trading of investment funds index futures; Providing financial indices based on selected groups of securities, including investment funds; providing financial indices; providing financial indices in the nature of quantitative measurements for analyzing the performance of investment funds; providing financial indices of select securities and investment funds to enable consumers to evaluate investments and market trends in the investment market | ACTIVE | — |
| 042 | Software as a service (SaaS) services featuring software tools for managing, tracking, analyzing, comparing and reporting investment portfolios; providing temporary use of online non-downloadable software to store, manage, track, analyze, compare and report financial investment data | ACTIVE | — |
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 |
|---|---|---|---|
| Jun 15, 2026 | GNS3 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | — |
| Jun 15, 2026 | GNSL | LETTER OF SUSPENSION E-MAILED | — |
| Jun 15, 2026 | CNSL | SUSPENSION LETTER WRITTEN | — |
| May 1, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Apr 30, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| 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. |
| Apr 23, 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. |
| Apr 23, 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. |
| Apr 23, 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. |
| Mar 31, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 26, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Nov 26, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Nov 26, 2025 | NWAP | NEW APPLICATION ENTERED | — |