USPTO serial 99742406
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The USPTO has issued an Office Action on this application. A response is typically required before the deadline, or the application can be abandoned.
Deadline: November 13, 2026
The USPTO found no conflicting marks, but requires an updated domicile street address and a clarification of the banking services description in Class 36.
Humberto Lobo
San Antonio, TX, US
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable computer software, namely, an electronic financial platform that accommodates multiple types of payment and debt transactions in an integrated mobile phone, PDA, and web-based environment; Downloadable software using artificial intelligence for simulating natural conversation; Downloadable software using artificial intelligence (AI) for summarizing texts; Downloadable software using artificial intelligence (AI) for simulating natural conversation; Downloadable virtual assistant software using artificial intelligence (AI) for financial data analysis and automated investment decision-making; Downloadable software using artificial intelligence (AI) for summarizing financial analysis, automated securities trading, and investment portfolio management; Downloadable computer software using artificial intelligence (AI) for financial data analysis and automated investment decision-making | ACTIVE | Apr 20, 2025 |
| 036 | Banking services provided via downloadable mobile applications for financial, downloadable software for financial; Brokerage services in the field of securities and commodities investing; Investment management; Capital investment; Securities trading and investing services for others via the internet; Cryptocurrency trading services; Financial analysis | ACTIVE | Aug 28, 2025 |
| 042 | Developing computer software; Computer software development; Software as a service (SAAS) services featuring software for automated financial investment management, securities trading, and financial portfolio analysis; Software as a service (SAAS) services featuring software for financial analysis, investment portfolio management, and automated securities trading; Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence for business analytics; Research in the field of software for machine learning; Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence for data exploration; Research, design and development of software using artificial intelligence; Artificial intelligence as a service (AIAAS) featuring software using artificial intelligence for analyzing data and interacting with humans; Artificial intelligence as a service (AIAAS) featuring software using artificial intelligence for writing custom algorithms and implementing algorithms into dataflows; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for financial analysis, automated financial investment management | ACTIVE | Apr 12, 2025 |
| Date | Code | Event |
|---|---|---|
| Aug 13, 2026 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Aug 13, 2026 | GNRT | NON-FINAL ACTION E-MAILED |
| Aug 13, 2026 | CNRT | NON-FINAL ACTION WRITTEN |
| Aug 13, 2026 | DOCK | ASSIGNED TO EXAMINER |
| Jul 30, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Apr 3, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED |
| Apr 3, 2026 | NWAP | NEW APPLICATION ENTERED |