USPTO serial 99787877
Reviewed by CopyMark Law Group
The USPTO has issued an Office Action on this application. A response is typically required before the deadline, or the application can be abandoned.
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Yong Chen
40 Queens Street, PO Box 695Syosset, NY 11791United States| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable computer software for financial management, investment portfolio management, wealth management, financial research, market analysis, and investment evaluation; Downloadable computer software for analyzing financial data and investment risks; Downloadable computer software applications for wealth management, investment advisory, portfolio tracking, asset allocation, and financial planning; Computer programs, downloadable or recorded, for providing financial forecasts and economic analysis; Computer software platforms, downloadable or recorded, for financial services, namely, facilitating investment management, asset allocation, financial transactions, and connecting investors with financial products and investment opportunities; Downloadable electronic publications in the nature of reports, newsletters, and research materials in the field of finance, investment, and wealth management | ACTIVE | — |
| 035 | Advertising and marketing consultancy; Advertising services; Advice and information concerning commercial business management; Arranging and conducting trade shows in the fields of automobile, art, and crafts; Business data analysis; Business intermediary services relating to the matching of potential private investors with entrepreneurs needing funding; Business information and accounting advisory services; Commercial information; Cost accounting; Distribution of advertisements and commercial announcements; Market analysis and research services; Preparation of reports relating to finance and investments [for business or commercial purposes]; Provision of an online marketplace for buyers and sellers of goods and services | ACTIVE | — |
| 036 | Banking services; Brokerage of bonds; Business liquidation services; Capital investment; Charitable fundraising services; Debt advisory services; Debt collection agency services; Electronic funds transfer; Exchanging money; Financial analysis and research services; Financial consulting; Financial customs brokerage services; Financial evaluation for insurance purposes; Financial evaluation of real estate; Financial investment brokerage services; Financial management; Financial risk management; Financial trust administration; Financing services; Insurance brokerage services; Insurance consultancy; Insurance information; Insurance underwriting services for all types of insurance; Investment of funds for others; Loan financing; Online banking services; Real estate agency services; Securities brokerage services; Providing an Internet website portal featuring financial appraisal data for financial institutions, appraisers; Art appraisal | ACTIVE | — |
| 042 | Computer software design; Updating of computer software; Rental of computer software for financial management; Maintenance of computer software; Installation of computer software; Development of computer platforms; Conversion of computer programs and data, other than physical conversion; Computer software consulting; Providing on-line non-downloadable computer software for use as a cryptocurrency wallet; Electronic data storage; Data encryption services; Computer programming; Software as a Service (SaaS) services featuring software for financial management, wealth management, financial analysis, investment advisory, asset allocation, and portfolio management; Platform as a Service (PaaS) featuring computer software platforms for financial services, namely, investment management, asset allocation, and financial transaction processing | ACTIVE | — |
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
| Date | Code | Event | What it means |
|---|---|---|---|
| Sep 8, 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. |
| Sep 8, 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. |
| Sep 8, 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 31, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 30, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Apr 26, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Apr 26, 2026 | NWAP | NEW APPLICATION ENTERED | — |