AIDA
Live / Applied — New application — assigned to an examiner (as of 19 Nov 2025)
What this means for you
Not registered yet, but its 01 Jul 2025 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
- 99261700
- Mark type
- Stylized text
- Filed
- 01 Jul 2025
- Attorney of record
- Thomas Dunlap
Goods and services
- Class 042 — Scientific and technological services: Providing on-line non-downloadable software for optimizing asset allocation for retirement income portfolios, preparing financial analyses and analytics, and creating, optimizing, and assessing the health and potential risk of retirement income strategies; Providing on-line non-downloadable software for evaluating short-term financial needs to determine the most tax-efficient way to withdraw cash from various investment accounts and financial products to cover retirement expenses and tax obligations; Providing on-line non-downloadable software for analyzing long-term retirement income needs, including optimizing financial asset allocation strategies
Owner
- FIDUCIOSO ADVISORS, INC., Liberty Corner, NJ, US
Prior registrations
Prosecution history
- 19 Nov 2025 — ASSIGNED TO EXAMINER
- 05 Nov 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 01 Jul 2025 — TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED
- 01 Jul 2025 — TEAS VOLUNTARY AMENDMENT RECEIVED
- 01 Jul 2025 — APPLICATION FILING RECEIPT MAILED
- 01 Jul 2025 — NEW APPLICATION ENTERED