USPTO serial 99923266
VESTAI
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
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- Examiner
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- Law office
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What this means
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.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
WILLIAM E OBRIEN
WILLIAM E OBRIEN OBRIEN GLOBAL LAW2 Connector Rd., Suite 200Westborough, MA 01581United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable computer software applications for accessing, reading, and tracking information in the field financial analysis, financial portfolio analysis, and wealth management using artifical intelligence; Downloadable computer software applications for aggregating, organizing, and analyzing financial account data, banking data, and brokerage account data, for monitoring, tracking, and analyzing investment portfolios and personal net worth and for generating financial analysis, financial forecasts, and financial research; Downloadable computer software development tools; Downloadable application programming interface (API) software for connecting to and retrieving financial account data and financial market data | ACTIVE | — |
| 036 | Financial analysis and research services; Financial research and information services; Providing financial information; Providing financial information via a website; Financial portfolio analysis services; Financial forecasting | ACTIVE | — |
| 042 | Software as a service (SAAS) services featuring software for using artificial intelligence for financial analysis, financial portfolio analysis, and wealth management;; Platform as a service (PAAS) featuring computer software platforms for for aggregating, organizing, and analyzing financial account and financial market data; Providing temporary use of non-downloadable cloud-based software for monitoring, tracking, and analyzing investment portfolios and personal net worth and for generating financial analysis and financial research; Application service provider featuring application programming interface (API) software; Design and development of computer software; Electronic storage of data | 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 |
|---|---|---|---|
| Oct 27, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jul 6, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Jul 6, 2026 | NWAP | NEW APPLICATION ENTERED | — |