AUGMENTED ADVICE
Live / Allowed — Notice of allowance issued (as of 17 Feb 2026)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 19 Mar 2025 filing date already counts against anyone who files later.
Record
- Serial number
- 99092178
- Mark type
- Stylized text
- Filed
- 19 Mar 2025
- Published for opposition
- 23 Dec 2025
- Attorney of record
- Patrick O'Brien
Goods and services
- Class 042 — Scientific and technological services: Providing registered investment advisors with on-line non-downloadable software for manual and automated portfolio rebalancing, customer account opening, sub-advising being financial portfolio management, direct indexing of financial assets, data aggregation, customer relationship management, appointment scheduling tools, financial clearing, transferring custody of digital assets, account interfacing, investment model selection, investment model evaluation, trading of securities, fee billing management, and client prospecting in the nature of identifying and engaging potential customers
Owner
- Apex Fintech Solutions LLC, Chicago, IL, US
- Apex Fintech Solutions LLC, Chicago, IL, US
Prosecution history
- 17 Feb 2026 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 23 Dec 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 23 Dec 2025 — PUBLISHED FOR OPPOSITION
- 17 Dec 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 26 Nov 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 24 Nov 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 24 Nov 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 24 Nov 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 25 Aug 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 25 Aug 2025 — NON-FINAL ACTION E-MAILED
- 25 Aug 2025 — NON-FINAL ACTION WRITTEN
- 19 Aug 2025 — ASSIGNED TO EXAMINER
- 05 Aug 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 19 Mar 2025 — APPLICATION FILING RECEIPT MAILED
- 19 Mar 2025 — NEW APPLICATION ENTERED