THE INTELLIGENT FAMILY OFFICE SUITE
Live / Allowed — Notice of allowance issued (as of 23 Sept 2025)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 28 Mar 2025 filing date already counts against anyone who files later.
Record
- Serial number
- 99109035
- Mark type
- Stylized text
- Filed
- 28 Mar 2025
- Published for opposition
- 29 Jul 2025
- Attorney of record
- CHARLES WALLACE
Goods and services
- Class 036 — Insurance and financial services: Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial information and advisory services; Financial information and evaluations; Financial information processing; Financial information provided by electronic means; Financial information provided by electronic means in the field of investments, data analysis, risk assessment, and accounting; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Information, advisory, consultancy and financial research services relating to finance and investments; Providing a web site featuring personal financial information and financial advice; Providing financial information via a website; Providing information in the field of financial planning; Providing information regarding financial investment strategies; Provision of financial information
Owner
- Asseta AI Inc., Lewes, DE, US
- Asseta AI Inc., Lewes, DE, US
Prosecution history
- 20 Nov 2025 — TEAS STATEMENT OF USE RECEIVED
- 23 Sept 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 29 Jul 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 29 Jul 2025 — PUBLISHED FOR OPPOSITION
- 23 Jul 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 20 Jun 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 20 Jun 2025 — EXAMINER'S AMENDMENT ENTERED
- 20 Jun 2025 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
- 20 Jun 2025 — EXAMINERS AMENDMENT E-MAILED
- 20 Jun 2025 — EXAMINERS AMENDMENT -WRITTEN
- 12 Jun 2025 — ASSIGNED TO EXAMINER
- 28 Mar 2025 — APPLICATION FILING RECEIPT MAILED
- 28 Mar 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 28 Mar 2025 — NEW APPLICATION ENTERED