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

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