HAZEL
Live / Allowed — Approved for publication (as of 02 Apr 2026)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 21 Jul 2025 filing date already counts against anyone who files later.
Record
- Serial number
- 99294259
- Mark type
- Stylized text
- Filed
- 21 Jul 2025
- Attorney of record
- Puja Detjen
Goods and services
- Class 042 — Scientific and technological services: Platform as a service (PaaS) featuring non-downloadable software for use by financial professionals for workflow automation and administrative support in the field of financial advisory services, namely, financial planning support tools, portfolio analysis support tools, financial research support tools, and financial and investment-related administrative tools; Artificial intelligence as a service (AIaaS) featuring software using artificial intelligence for automating administrative and operational tasks for financial professionals; Artificial intelligence as a service (AIaaS) featuring software using artificial intelligence for automating administrative tasks, namely, automating meeting scheduling and preparation, notetaking, corresponding with clients, and syncing client interactions with a customer relationship management (CRM) platform; Artificial intelligence as a service (AIaaS) featuring software using artificial intelligence for analyzing data and interacting with financial advisors to assist in their advisory practices; none of the foregoing including the provision of investment advice, investment management, fund management, venture capital services, private equity services, real estate investment services, custodial services, or the investment of funds for others.
Owner
- Altruist Corp, Culver City, CA, US
Prosecution history
- 02 Apr 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 10 Mar 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 10 Mar 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 10 Mar 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 10 Dec 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 10 Dec 2025 — NON-FINAL ACTION E-MAILED
- 10 Dec 2025 — NON-FINAL ACTION WRITTEN
- 08 Dec 2025 — ASSIGNED TO EXAMINER
- 21 Jul 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 21 Jul 2025 — APPLICATION FILING RECEIPT MAILED
- 21 Jul 2025 — NEW APPLICATION ENTERED