PURPOSE ARCHITECTURE

Live / Allowed — Notice of allowance issued (as of 11 Nov 2025)

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 21 Aug 2024 filing date already counts against anyone who files later.

Record

Serial number
98710244
Mark type
Stylized text
Filed
21 Aug 2024
Published for opposition
16 Sept 2025
Attorney of record
James J. Saul

Goods and services

  • Class 036 — Insurance and financial services: Financial planning; investment advisory services; financial services, namely, wealth management services; providing information in the field of wealth management; providing information in the field of financial planning
  • Class 042 — Scientific and technological services: Providing online non-downloadable financial planning software; providing online non-downloadable financial investment software; software as a service (SaaS) services featuring software for financial analysis; software as a service (SaaS) services featuring software for investment analysis

Owner

Prosecution history

  • 11 Nov 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 16 Sept 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 16 Sept 2025 — PUBLISHED FOR OPPOSITION
  • 10 Sept 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 19 Aug 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 23 Jul 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 23 Jul 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 23 Jul 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 23 Jul 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 23 Jul 2025 — NON-FINAL ACTION E-MAILED
  • 23 Jul 2025 — NON-FINAL ACTION WRITTEN
  • 08 Jul 2025 — PREVIOUS ALLOWANCE COUNT WITHDRAWN
  • 01 Jul 2025 — WITHDRAWN FROM PUB - OG REVIEW QUERY
  • 03 Jun 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 13 May 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED

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