USPTO serial 99683066
ASSETVIEW
Reviewed by CopyMark Law Group
Status 653
- Filing date
- Status date
- Registration date
- —
- Examiner
- CARUSO, JAMES J
- Law office
- TMO LAW OFFICE 136
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
Miami, FL, US
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 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 | — |
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 | GNS3 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | — |
| Sep 1, 2026 | GNSL | LETTER OF SUSPENSION E-MAILED | — |
| Sep 1, 2026 | CNSL | SUSPENSION LETTER WRITTEN | — |
| 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 | 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. |
| 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 | 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. |
| Jul 2, 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 2, 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 2, 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. |
| 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 | — |