USPTO serial 99747620
VAULTARA
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- —
- Examiner
- GLASSER, CARYN
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 686 means your mark is published in the USPTO Official Gazette and in the 30-day opposition period. If no opposition is filed, prosecution typically continues toward registration or a Notice of Allowance. Monitor the opposition window. After it closes, watch for Notice of Allowance (intent-to-use) or registration (use-based).
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Owner
Chantilly, VA, US
Chantilly, VA, US
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable computer software for wealth management, namely, financial portfolio analysis and management, investment tracking, asset management, and net worth calculation in the field of personal and family finance; Downloadable computer software for financial portfolio tracking in the field of investment management; Downloadable computer software for asset and liability management in the field of personal finance; Downloadable computer software for net worth calculation in the field of financial planning; Downloadable computer software for valuation history tracking in the field of asset management; Downloadable computer software for financial goal setting and monitoring in the field of wealth management; Downloadable computer software for financial reports and wealth statements in the field of financial planning; Downloadable computer software for multi-entity ownership tracking in the field of family office management; Downloadable computer software for document storage in the field of financial planning; Downloadable computer software for financial scenario planning in the field of wealth management; Downloadable computer software for importing financial data from brokerage statements in the field of investment management; Downloadable computer software for debt and loan amortization in the field of personal finance; Downloadable computer software for cash flow tracking in the field of personal finance; Downloadable computer software for cost basis and capital gain tracking in the field of investment management; Downloadable computer software for portfolio monitoring and alerts in the field of wealth management; Downloadable computer software for beneficiary tracking in the field of estate planning; Downloadable computer software for multi-user collaboration and access control in the field of wealth management; Downloadable computer software for bulk data import in the field of financial planning; Downloadable computer software for household group consolidation for use in consolidating financial data across multiple accounts and entities in the field of wealth management; Downloadable computer software for producing financial models | ACTIVE | — |
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 15, 2026 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Sep 15, 2026 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Sep 9, 2026 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Aug 18, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Aug 17, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Aug 17, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Aug 17, 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 16, 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. |
| Aug 16, 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. |
| Aug 16, 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. |
| Aug 16, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 30, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Apr 6, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Apr 6, 2026 | NWAP | NEW APPLICATION ENTERED | — |