USPTO serial 99830748
SAM AI
Reviewed by CopyMark Law Group
Status 641Office Action
- Filing date
- Status date
- Registration date
- —
- Examiner
- BLACK, MILDRED ELIZABETH
- Law office
- TMO LAW OFFICE 121
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.
Deadline: December 22, 2026
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Office Action issues
The examiner has identified that you need to submit a matching specimen, clarify your service description, disclaim the term AI, and provide an explanation of your mark's significance.
Owner
New York, NY, US
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Software as a service (SaaS) featuring artificial intelligence software for analyzing tax returns, financial data, capital events, investment opportunities, lending data, and advisory opportunities; providing temporary use of non-downloadable software for financial forecasting, tax planning, compliance analysis, workflow automation, document analysis, and capital intelligence; platform as a service (PaaS) featuring artificial intelligence tools for identifying financial advisory opportunities and generating predictive financial insights. | ACTIVE | Feb 1, 2026 |
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 15, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 31, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| May 18, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| May 18, 2026 | NWAP | NEW APPLICATION ENTERED | — |