JUMP

Live / Registered — Registered (as of 22 Apr 2025)

What this means for you

Registered since 22 Apr 2025. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
97786015
Registration number
7770844
Mark type
Stylized text
Filed
08 Feb 2023
Published for opposition
14 May 2024
Registered
22 Apr 2025
Attorney of record
Bryan J. Massey

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable software for providing an artificial intelligence powered personal assistant for professionals in the field of financial services, that extracts and summarizes audio, video, and text information, generates content, namely, audio, video, text, and tabular data content, updates databases, suggests next actions, organizes and executes tasks, including across other connected software, namely, CRM software, financial planning software, accounting software, payments software, calendar software, email software, and workflow management software, and performs other functions on behalf of the professional, namely, workflow automation, meeting planning, drafting emails, and completing compliance tasks, including by accepting natural language commands
  • Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software for providing an artificial intelligence powered personal assistant for professionals in the field of financial services, that extracts and summarizes audio, video, and text information, generates content, namely, audio, video, text, and tabular data content, updates databases, suggests next actions, organizes and executes tasks, including across other connected software, namely, CRM software, financial planning software, accounting software, payments software, calendar software, email software, and workflow management software, and performs other functions on behalf of the professional, namely, workflow automation, meeting planning, drafting emails, and completing compliance tasks, including by accepting natural language commands

Owner

Prosecution history

  • 22 Apr 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 22 Apr 2025 — REGISTERED-PRINCIPAL REGISTER
  • 03 Apr 2025 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 03 Apr 2025 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 12 Mar 2025 — STATEMENT OF USE PROCESSING COMPLETE
  • 03 Jan 2025 — USE AMENDMENT FILED
  • 10 Mar 2025 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 03 Jan 2025 — TEAS STATEMENT OF USE RECEIVED
  • 09 Jul 2024 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 14 May 2024 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 14 May 2024 — PUBLISHED FOR OPPOSITION
  • 24 Apr 2024 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 08 Apr 2024 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 22 Feb 2024 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 21 Feb 2024 — CORRESPONDENCE RECEIVED IN LAW OFFICE

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