USPTO serial 99783883
BROOKWELL
Reviewed by CopyMark Law Group
Status 661
- Filing date
- Status date
- Registration date
- —
- Examiner
- BUONGIORNO, CHRISTOPHER L
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
BROOKWELL GROUP, LLC
Saint Petersburg, FL, US
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Computer software installation and maintenance; Consulting services in the fields of selection, implementation and use of computer hardware and software systems for others; Design, development and implementation of software; Maintenance of computer software; Software as a service (SAAS) services featuring software that manages the process of financial advisors moving between broker-dealers and registered investment advisers, including onboarding, offboarding, paperwork, approvals, and compliance tasks; Software as a service (SAAS) services featuring software using artificial intelligence (AI) that collects data from multiple sources, organizes it into a consistent format, checks it for accuracy, and makes it easier for advisors, broker-dealers, and registered investment advisers to use | ACTIVE | Jan 15, 2026 |
Prosecution history
| Date | Code | Event |
|---|---|---|
| Aug 31, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Aug 31, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Aug 31, 2026 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Aug 29, 2026 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Aug 29, 2026 | GNRT | NON-FINAL ACTION E-MAILED |
| Aug 29, 2026 | CNRT | NON-FINAL ACTION WRITTEN |
| Aug 28, 2026 | DOCK | ASSIGNED TO EXAMINER |
| Jul 30, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Apr 23, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED |
| Apr 23, 2026 | NWAP | NEW APPLICATION ENTERED |