USPTO serial 99616632
MILI
Reviewed by CopyMark Law Group
Status 681
- Filing date
- Status date
- Registration date
- —
- Examiner
- SPARACINO, MARK V
- Law office
- PUBLICATION AND ISSUE SECTION
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
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Abhilipsa Panda
Abhilipsa Panda Inventus Law, PC.360 S Baywood AveSan Jose, CA 95128United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Software as a service (SAAS) services featuring software for wealth management professionals incorporating artificial intelligence agents, namely, automated meeting note-taking and transcription, integration with CRM and financial planning software, client scheduling and calendar management, automated data updates across multiple platforms, workflow automation for client onboarding, prospect background research, compliance documentation and tracking, and digital marketing campaign management. | ACTIVE | May 3, 2024 |
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 1, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Aug 25, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Aug 25, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Aug 25, 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. |
| Jun 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. |
| Jun 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. |
| Jun 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. |
| May 25, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| May 18, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jan 27, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Jan 27, 2026 | NWAP | NEW APPLICATION ENTERED | — |