PARTICLE

Live / Allowed — Notice of allowance issued (as of 20 Jan 2026)

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 02 Feb 2022 filing date already counts against anyone who files later.

Record

Serial number
97250365
Mark type
Stylized text
Filed
02 Feb 2022
Published for opposition
25 Nov 2025
Attorney of record
Beth A. Fulkerson

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable computer software in the nature of a mobile application for use by corporate and consumer end users to select and manage personalized and customized investments and borrowing and self-directed trading and tax-loss harvesting, namely, downloadable computer software for assessing end-user goals, objectives and risk tolerance, recommending personalized and customized investment portfolios, mortgage and other debt products, and acquiring, trading, and managing investment portfolios, including Environmental, Social and Governance responsible (ESG) investments, and digital assets, namely, cryptocurrency, digital currency, virtual currency, digitized and tokenized stocks and securities, non-fungible tokens (NFTs), and other assets; downloadable computer software for use by businesses to offer personalized and customized investment and debt management services to their end-users, namely, downloadable computer software for assessing goals, objectives and risk tolerance, recommending customized investment portfolios, mortgages and other debt products, and acquiring, trading, and managing personal investment portfolios, including ESG investments, digital assets, namely, cryptocurrency, digital currency, virtual currency, and digitized and tokenized stocks and securities, NFTs, and other assets; downloadable application programming interface (API) software for integration of and by third-party investment management applications and platforms; downloadable software development kits (SDKs) for integration of and by third-party investment management applications and platforms; downloadable computer software for use by developers to create software programs to offer customers personalized and customized investments, borrowing, self-directed trading, and tax-loss harvesting, namely, downloadable computer software for assessing goals, objectives and risk tolerance, recommending customized investment portfolios, mortgages and other debt products, and acquiring, trading, and managing personal investment portfolios, including ESG investments, and digital assets, namely, cryptocurrency, digital currency, virtual currency, digitized and tokenized stocks and securities, NFTs, and other assets; downloadable software for execution and management of secure data transactions; downloadable computer software for use in trading digital assets; downloadable software for sub-ledgering, user authentication, custody, and storage online and offline; downloadable software for use as a virtual wallet to store digital assets
  • Class 036 — Insurance and financial services: Investment advisory services, namely, Registered Investment Advisor (RIA) services; investment advisory and wealth management services to assist consumers and businesses to select and manage investments and borrowing, namely, providing personalized and customized financial risk assessments, investment and borrowing advice, and acquiring and managing investments, including digital assets, namely, cryptocurrency, digital currency, virtual currency, digitized and tokenized stocks and securities, non-fungible tokens (NFTs), and other assets
  • Class 042 — Scientific and technological services: Electronic storage of cryptocurrency for others; providing online non-downloadable computer software for use as a cryptocurrency wallet; Providing temporary use of online-only, non-downloadable software for use by consumers and businesses to select and manage investments and borrowing, namely, computer software for assessing objectives and risk tolerance, recommending personalized and customized investment portfolios, and acquiring, trading, and managing investment portfolios, including Environmental, Social and Governance responsible (ESG) investments, digital assets, namely, cryptocurrency, digital currency, virtual currency, digitized and tokenized stocks and securities, non-fungible tokens (NFTs), and other assets; providing temporary use of online-only, non-downloadable software for use by businesses to offer personalized and customized investment and debt management services to their end-users, namely, computer software for assessing objectives and risk tolerance, recommending customized investment portfolios, mortgages and other debt products, and acquiring, trading, and managing personal investment portfolios, including ESG investments, digital assets, namely, cryptocurrency, digital currency, virtual currency, and digitized and tokenized stocks and securities, NFTs, and other assets; providing temporary use of online non-downloadable software for use as a virtual wallet to store digital assets online and offline; providing temporary use of online non-downloadable software for enabling investors to stake their digital assets eligible for returns in a proof of stake network, vote to support network governance events, create digital assets, and execute trades of digital assets

Owner

Prosecution history

  • 20 Jan 2026 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 25 Nov 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 25 Nov 2025 — PUBLISHED FOR OPPOSITION
  • 19 Nov 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 28 Oct 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 28 Oct 2025 — EXAMINER'S AMENDMENT ENTERED
  • 28 Oct 2025 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
  • 28 Oct 2025 — EXAMINERS AMENDMENT E-MAILED
  • 28 Oct 2025 — EXAMINERS AMENDMENT -WRITTEN
  • 14 Jul 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 14 Jul 2025 — NON-FINAL ACTION E-MAILED
  • 14 Jul 2025 — NON-FINAL ACTION WRITTEN
  • 23 Jul 2024 — PREVIOUS ALLOWANCE COUNT WITHDRAWN
  • 23 Jan 2024 — WITHDRAWN FROM PUB - OG REVIEW QUERY
  • 23 Jan 2024 — WITHDRAWN FROM PUB - OG REVIEW QUERY

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