USPTO serial 99683066
ASSETVIEW
Status 661
- Filing date
- Mar 4, 2026
- Status date
- Aug 27, 2026
- Registration date
- —
- Examiner
- CARUSO, JAMES J
Need help with ASSETVIEW?
CopyMark Law Group can help you respond to USPTO correspondence, keep a registration alive, or watch new filings against your mark.
What this means
This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.
Owner
AssetView LLC
Miami, FL, US
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 042 | International Class 042: Software as a service (SAAS) services featuring software for managing a financial and investment information database by aggregating, importing, and organizing financial and investment data from third-party sources and data files uploaded by users; providing temporary use of online non-downloadable software for financial portfolio monitoring; providing temporary use of online non-downloadable software for analyzing financial investment portfolios; providing temporary use of online non-downloadable software for tracking personal net worth; providing temporary use of online non-downloadable software for generating visualizations of financial data; providing temporary use of online non-downloadable software for modeling financial investment scenarios; providing temporary use of online non-downloadable software that integrates with artificial intelligence models for generating analytics from investment data; all of the foregoing software services being in the field of investment portfolio and personal net worth information for use by individual investors and financial professionals serving individual investors; none of the foregoing software services being for information technology asset management, information technology security, cybersecurity, or detecting or searching for vulnerabilities in information technology resources; none of the foregoing software services being for e-commerce, online retail, online shopping, or providing Internet search engines; and none of the foregoing software services being for automating hotel, hospitality, or real estate asset management functions. | PARTIALLY PAID | — |
Prosecution history
| Date | Code | Event |
|---|---|---|
| Aug 27, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Aug 27, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Aug 27, 2026 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Aug 27, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Aug 27, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Aug 27, 2026 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Jul 2, 2026 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Jul 2, 2026 | GNRT | NON-FINAL ACTION E-MAILED |
| Jul 2, 2026 | CNRT | NON-FINAL ACTION WRITTEN |
| Jul 2, 2026 | DOCK | ASSIGNED TO EXAMINER |
| Jul 1, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Mar 5, 2026 | TAEA | TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED |
| Mar 5, 2026 | PARI | TEAS VOLUNTARY AMENDMENT RECEIVED |
| Mar 4, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED |
| Mar 4, 2026 | NWAP | NEW APPLICATION ENTERED |