USPTO serial 99810549
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.
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Charlotte, NC, US
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Jeffrey J. Schwartz
6100 Fairview Road, Suite 1135Charlotte, NC 28210United States| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable software for unified commerce and transaction management, namely, software for consolidating and managing customer onboarding, orders, payments, and subscription accounts from e-commerce, field sales, and customer service channels and for providing reporting and analytics related thereto; downloadable software for managing virtual payments, namely, software for setting and enforcing credit and spending limits, allocating unapplied balances, synchronizing payment data with accounting and financial systems, and securely storing payment card information; downloadable e-commerce marketplace software for enabling users to browse, compare, and purchase goods from multiple suppliers and for administering pricing promotions, subscription pricing, special offers, and loyalty rewards; downloadable software featuring tools and dashboards for tracking business performance, revenue, and profitability and for supporting business operations and growth | ACTIVE | — |
| 036 | Financial services, namely, coordinating capital equipment financing and leasing; facilitating financing of purchases for businesses; arranging and providing lines of credit and installment loans for the purchase of equipment; providing point of sale online financing programs for the purchase of equipment; administration of installment payment plans for the purchase of equipment; orchestrating financial processes between equipment manufacturers and financial institutions, namely, facilitating monetary flows for equipment transactions, providing data logs for ratings agencies, and providing payment facilitation services to and from banks; providing customized payment and billing terms for others; invoicing services; financial administration of subscription-based payment plans for the purchase of goods; business services, namely, aggregating sales and commission data for online order management; financial reporting and accounting services for multi-party order processing; payment administration services | ACTIVE | — |
| 042 | Providing online non-downloadable software platforms for management of financial, sales, and operational workflows, namely, software for processing and managing orders, pricing, approvals, financing, subscriptions, commissions, invoicing, and payments; providing online non-downloadable software platforms embedding capital equipment financing at the point of sale to enable users to generate pricing quotes, obtain and manage financing approvals, and automatically generate financing and contract documentation; providing online non-downloadable software platforms featuring software that allows sales representatives to price, offer, and close financing from mobile devices at the point of sale or in remote locations and that provides real-time orchestration of capital equipment funding, order entry, order status visibility, and borrower history access; providing online non-downloadable software for unified commerce and transaction management, namely, software for consolidating and managing customer onboarding, orders, payments, and subscription accounts from e-commerce, field sales, and customer service channels and for providing reporting and analytics related thereto; providing online non-downloadable software for managing virtual payments, namely, software for setting and enforcing credit and spending limits, allocating unapplied balances, synchronizing payment data with accounting and financial systems, and securely storing payment card information; providing online non-downloadable e-commerce marketplace software for enabling users to browse, compare, and purchase goods from multiple suppliers and for administering pricing promotions, subscription pricing, special offers, and loyalty rewards; providing temporary use of online non-downloadable software featuring tools and dashboards for tracking business performance, revenue, and profitability and for supporting business operations and growth | 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 11, 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 11, 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 11, 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. |
| Sep 10, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 31, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| May 7, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| May 7, 2026 | NWAP | NEW APPLICATION ENTERED | — |