USPTO serial 99820011
CARBON AI
Reviewed by CopyMark Law Group
Status 641Office Action
- Filing date
- Status date
- Registration date
- —
- Examiner
- KENEALY, NATALIE LANGFORD
- Law office
- TMEG LAW OFFICE 104
What this means
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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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Michael D. Lazzara
Michael D. Lazzara Leech Tishman Fuscaldo & Lampl, LLC525 William Penn Place28th FloorPittsburgh, PA 15219Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Software as a service (SaaS) services featuring wealth management software tools and modules, namely, software for automated task execution, workflow optimization, natural language query handling, proactive data analysis, delivering contextual intelligence and insights, detecting anomalies, determining concentration risk, evaluating performance drift, and providing output summaries linked to specific data points; software for integrating with platform application programming interfaces (APIs) to support wealth management client onboarding, meeting preparation, proposal generation, and overall portfolio management. | 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 22, 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 22, 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 22, 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 14, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 31, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| May 13, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| May 13, 2026 | NWAP | NEW APPLICATION ENTERED | — |