USPTO serial 99928759
HELM
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
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- Examiner
- —
- 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
New York, NY, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
FLORENCIO NICOLAS GOMEZCUETARA
78 SW 7th street500MIAMI, FL 33130Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Software as a Service (SaaS) featuring software for investor customer relationship management, fundraising, investor onboarding, and know-your-customer (KYC) identity verification in the field of private markets investing; providing online non-downloadable software for product manufacturers and investment firms in the field of private markets investing to manage investor relationships, process fundraising campaigns and electronic subscription documents, and conduct know-your-customer (KYC) identity verification; Software as a Service (SaaS) featuring software for capital call processing, distribution processing, capitalization table administration, and payment and money movement processing in the field of private markets investing; providing online non-downloadable software for product manufacturers and investment firms in the field of private markets investing to process capital calls and distributions, administer capitalization tables, and manage payment and money movement transactions; Software as a Service (SaaS) featuring software for hosting an online investor portal providing consolidated investment reporting, investment performance monitoring, and automated investor notifications in the field of private markets investing; providing online non-downloadable software for product manufacturers and investment firms in the field of private markets investing to provide investors with consolidated reporting, investment performance monitoring, and automated notifications. | ACTIVE | Jun 18, 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 |
|---|---|---|---|
| Jul 8, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Jul 8, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jul 8, 2026 | NWAP | NEW APPLICATION ENTERED | — |