USPTO serial 99572058
TALK TRACKS
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- —
- Examiner
- SMITH, TARYN E
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 686 means your mark is published in the USPTO Official Gazette and in the 30-day opposition period. If no opposition is filed, prosecution typically continues toward registration or a Notice of Allowance. Monitor the opposition window. After it closes, watch for Notice of Allowance (intent-to-use) or registration (use-based).
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Owner
Concord, CA, US
Concord, CA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Sharoni S. Finkelstein
Sharoni S. Finkelstein Venable LLP2049 Century Park East, Suite 3400LOS ANGELES, CA 90067United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Providing temporary use of online non-downloadable software for use by professional investment advisors featuring information and AI-generated content about financial portfolio holdings, financial portfolio performance analysis, investment portfolio management and monitoring, and management of custom financial portfolio models | 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 |
|---|---|---|---|
| Oct 13, 2026 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Oct 13, 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. |
| Oct 7, 2026 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Sep 15, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Apr 29, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Dec 30, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Dec 30, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 30, 2025 | NWAP | NEW APPLICATION ENTERED | — |