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Live / Applied — Suspended — suspension letter mailed (as of 30 Dec 2025)

What this means for you

Not registered yet, but its 14 Aug 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
99336785
Mark type
Stylized text
Filed
14 Aug 2025

Goods and services

  • Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software for client relationship management, client–advisor engagement, financial planning collaboration, and data tracking; providing temporary use of non-downloadable software for connecting clients with financial, tax, insurance, mortgage, and real estate advisors; providing online non-downloadable software for tracking, analyzing, and managing client relationships and business growth in the financial services industry.

Owner

Prosecution history

  • 30 Dec 2025 — NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
  • 30 Dec 2025 — LETTER OF SUSPENSION E-MAILED
  • 30 Dec 2025 — SUSPENSION LETTER WRITTEN
  • 30 Dec 2025 — ASSIGNED TO EXAMINER
  • 29 Dec 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 14 Aug 2025 — APPLICATION FILING RECEIPT MAILED
  • 14 Aug 2025 — NEW APPLICATION ENTERED

View this trademark record on Marksy