WARMER
Live / Applied — Second extension granted (statement of use) (as of 29 Oct 2025)
What this means for you
Not registered yet, but its 20 Dec 2023 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 98324152
- Mark type
- Stylized text
- Filed
- 20 Dec 2023
- Published for opposition
- 03 Sept 2024
- Attorney of record
- Aaron D. Hendelman
Goods and services
- Class 036 — Insurance and financial services: Financial advice and consultancy services; information, advisory, consultancy and financial research services relating to finance and investments; providing information over computer networks and global communication networks in the fields of finance, financial planning, and financial investments; providing financial planning tools for financial advisors in the nature of an interactive platform being an internet website portal containing financial information to assist in managing and developing client relationships
- Class 042 — Scientific and technological services: Providing an online nondownloadable computer software platform using artificial intelligence for use by financial advisors to assist with client relationship management and development, data aggregation, and business intelligence by pulling client data from point solutions related to portfolio management, performance reporting, and financial planning; artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence for use by financial advisors to assist with client relationship management and development, data aggregation, and business intelligence by pulling client data from point solutions related to portfolio management, performance reporting, and financial planning; providing an online nondownloadable computer software platform using artificial intelligence that automates workflows and processes involved in the financial advisor-client relationship; artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence that automates workflows and processes involved in the financial advisor-client relationship; electronic conversion of data to generate pre-populated communications and forms between financial advisors and clients; providing an online nondownloadable computer software platform using artificial intelligence for use by financial advisors to generate pre-populated communications and forms to clients; artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence for use by financial advisors to generate pre-populated communications and forms to clients
Owner
- WARMER HOLDINGS INC., NEW YORK, NY, US
- Warmer Holdings LLC, Pound Ridge, NY, US
- Warmer Holdings LLC, Pound Ridge, NY, US
Prosecution history
- 29 Oct 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
- 29 Oct 2025 — SOU EXTENSION 2 GRANTED
- 28 Oct 2025 — SOU EXTENSION 2 FILED
- 28 Oct 2025 — SOU TEAS EXTENSION RECEIVED
- 24 Jul 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
- 24 Jul 2025 — SOU EXTENSION 1 GRANTED
- 09 Apr 2025 — SOU EXTENSION 1 FILED
- 24 Jul 2025 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
- 16 Apr 2025 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 10 Apr 2025 — SOU TEAS EXTENSION RECEIVED
- 29 Oct 2024 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 03 Sept 2024 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 03 Sept 2024 — PUBLISHED FOR OPPOSITION
- 14 Aug 2024 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 31 Jul 2024 — APPROVED FOR PUB - PRINCIPAL REGISTER