USPTO serial 99911780
Reviewed by CopyMark Law Group
Status 630 means your trademark application is in the USPTO queue and has not yet been assigned to an examining attorney. This is normal shortly after filing. Examination typically begins within three to four months, though timing varies. Wait for assignment and the first examiner action. Monitor TSDR monthly for status changes to 638 (assigned) or an office action.
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.
Claymont, DE, US
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Kristin S. Cornuelle
Kristin S. Cornuelle Orrick, Herrington & Sutcliffe LLP2050 Main Street, Suite 1100Irvine, CA 92614United States| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable computer software and mobile application software for personal financial planning, tax planning, wealth management, personal investment planning, and retirement planning; Downloadable mobile application software for tax optimization, namely, identifying tax-loss harvesting opportunities, analyzing equity compensation tax implications, and generating tax savings recommendations; Downloadable mobile application software for aggregating, tracking, and analyzing personal financial data, namely, income, investments, equity compensation, taxes, and expenses; Downloadable mobile application software for generating personal financial projections, forecasts, and what-if scenario modeling for use in personal financial planning and tax planning; Downloadable computer software for personal financial planning, tax planning, wealth management, personal investment planning, and retirement planning; Downloadable computer software for tax optimization, namely, identifying tax-loss harvesting opportunities, analyzing equity compensation tax implications, and generating tax savings recommendations; Downloadable computer software for aggregating, tracking, and analyzing personal financial data, namely, income, investments, equity compensation, taxes, and expenses; Downloadable computer software for generating personal financial projections, forecasts, and what-if scenario modeling for use in personal financial planning and tax planning | 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 |
|---|---|---|---|
| Jun 29, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Jun 29, 2026 | NWAP | NEW APPLICATION ENTERED | — |