USPTO serial 99747620
VAULTARA
Status 681
- Filing date
- Apr 6, 2026
- Status date
- Aug 28, 2026
- Registration date
- —
- Examiner
- GLASSER, CARYN
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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
Brainzer, Inc.
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 | — |
Prosecution history
| Date | Code | Event |
|---|---|---|
| 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 |
| Aug 16, 2026 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Aug 16, 2026 | GNRT | NON-FINAL ACTION E-MAILED |
| Aug 16, 2026 | CNRT | NON-FINAL ACTION WRITTEN |
| 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 |