USPTO serial 99938998
Serial No. 99938998
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
New York, NY, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Robert Clarida
Robert Clarida Reitler Kailas & Rosenblatt LLP885 Third Avenue, 20th FloorNew York, NY 10022United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable software and associated downloadable data files for use in extracting, transforming, and visualizing financial and investment data; downloadable software for executing certified data calculations, reporting, and insight generation; downloadable software for managing configuration and execution of artificial intelligence agents, functions, and workflows | ACTIVE | — |
| 035 | Business data analysis services, namely, compilation and analysis of financial, operational, and investment data for business purposes; data processing services for others in the field of financial and investment services; business information management, namely, electronic reporting of financial data for business purposes; consultation services, namely strategic business consultation in the field of data management, namely, the transformation and optimization of accounting, investment, and operational data; business consulting services in the field of data intelligence, namely data structuring, tagging, enrichment, and ledger optimization; providing business data analytics services using proprietary software tools that merge client, market, and operational data | ACTIVE | — |
| 036 | Providing financial information, benchmarks, and investment analytics by means of an online platform using artificial intelligence to combine client-specific and global data; financial information services, namely, providing financial data and calculated metric data for business purposes | ACTIVE | — |
| 042 | Software development services, namely, developing software to assist in the integration of financial data from multiple systems and sources; providing an online network environment featuring technology that enables users to ingest, transform, and store data; application service provider featuring software for financial modeling, risk assessment, and performance tracking; providing temporary use of non-downloadable software for use in financial data aggregation, validation, and analysis; software as a service (SaaS) featuring software using artificial intelligence for processing, analyzing, and interpreting structured and unstructured financial and operational data for reporting and financial analysis purposes; providing a web-based platform featuring software to access curated financial datasets, perform data analytics, and generate insights using Generative AI and Large Language Models; providing temporary use of non-downloadable software for managing security, data and infrastructural configuration across distributed Generative-AI systems; hosting and maintaining software to enable the deployment, substitution, and monitoring of Artificial Intelligence systems; software development services, namely, developing governance and compliance processes and controls to monitor the performance and accuracy of generative AI systems; providing temporary use of non-downloadable software to manage contextual guardrails, access controls, and response integrity of generated outputs; providing temporary use of non-downloadable software enabling users to control large language models using artificial intelligence; IT integration services being integration of data containing market research and reference data; data reporting and diagnostic services, namely, troubleshooting of web and database applications for detection and remediation of input deficiencies and inconsistencies across internal and external data sources | 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 |
|---|---|---|---|
| Jul 14, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Jul 14, 2026 | NWAP | NEW APPLICATION ENTERED | — |