XFOLIO AI
Live / Registered — Registered (as of 06 Jan 2026)
What this means for you
Registered since 06 Jan 2026. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 79411008
- Registration number
- 8090555
- Mark type
- Stylized text
- Filed
- 11 Oct 2024
- Published for opposition
- 18 Nov 2025
- Registered
- 06 Jan 2026
- Attorney of record
- Caitlin R. Byczko
Goods and services
- Class 009 — Scientific and electric apparatus: Downloadable software for wealth and estate planning management; downloadable software for financial and commercial business management; downloadable software for processing wealth and estate planning transactions; downloadable software for processing commercial business and financial transactions; downloadable interactive software for database management
- Class 042 — Scientific and technological services: Computer software design; computer software development; computer software installation; computer software maintenance; updating of computer software; rental of wealth and estate planning management software; rental of financial and commercial management; software; software as a service (SAAS) services featuring software for wealth and estate planning management; software as a service (SAAS) services featuring software for financial and commercial management; providing temporary use of online non-downloadable computer software for wealth and estate planning management; providing temporary use of online non-downloadable computer software for financial and commercial business management; cloud computing featuring software for use in database management, asset management and financial management
Owner
Prosecution history
- 06 Jan 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 06 Jan 2026 — REGISTERED-PRINCIPAL REGISTER
- 18 Nov 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 18 Nov 2025 — PUBLISHED FOR OPPOSITION
- 12 Nov 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 21 Oct 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 09 Oct 2025 — NEW REPRESENTATIVE AT IB RECEIVED
- 29 Sept 2025 — ASSIGNED TO EXAMINER
- 18 Jul 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 18 Jul 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 18 Jul 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 21 Jun 2025 — REFUSAL PROCESSED BY IB
- 31 May 2025 — NON-FINAL ACTION MAILED - REFUSAL SENT TO IB
- 30 May 2025 — REFUSAL PROCESSED BY MPU
- 30 Mar 2025 — NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW