USPTO serial 99747072
AI ALPHA TECHNOLOGIES
Status 686
- Filing date
- Apr 6, 2026
- Status date
- Aug 18, 2026
- Registration date
- —
- Examiner
- FOSTER, SHATONI A
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What this means
This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.
Owner
Global View IP Holdings, LLC
Waukesha, WI, US
CFG Partners, LLC
Dallas, TX, US
CFG Partners, LLC
Dallas, TX, US
Nimblesoft INC
Frisco, TX, US
Nimblesoft INC
Frisco, TX, US
Global View IP Holdings, LLC
Waukesha, WI, US
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Software as a service (SAAS) services featuring software for services featuring non-downloadable software for use by financial advisors, portfolio managers, and institutional investors in financial portfolio construction and management, investment strategy selection, trade order management, tax-lot accounting, portfolio rebalancing, multi-custodial trade execution, and generation of portfolio performance and compliance reports, all delivered through a unified managed account (UMA) platform integrating advisor and client interfaces and trading systems. | ACTIVE | Feb 20, 2026 |
Prosecution history
| Date | Code | Event |
|---|---|---|
| Aug 18, 2026 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Aug 18, 2026 | PUBO | PUBLISHED FOR OPPOSITION |
| Aug 12, 2026 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Jul 21, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Jul 15, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Jul 15, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Jul 15, 2026 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Jul 13, 2026 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Jul 13, 2026 | GNRT | NON-FINAL ACTION E-MAILED |
| Jul 13, 2026 | CNRT | NON-FINAL ACTION WRITTEN |
| Jun 29, 2026 | DOCK | ASSIGNED TO EXAMINER |
| Apr 24, 2026 | MDSM | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Apr 24, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Apr 6, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED |
| Apr 6, 2026 | NWAP | NEW APPLICATION ENTERED |