TAP INVEST

Live / Applied — Non-final action mailed (as of 27 Feb 2026)

What this means for you

Not registered yet, but its 10 Sept 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
99385202
Mark type
Stylized text
Filed
10 Sept 2025
Attorney of record
POLLIE GAUTSCH

Goods and services

  • Class 036 — Insurance and financial services: Financial planning and investment advisory services; Automated securities brokerage; Financial advisory services; Providing financial advisory services in the field of digital currency; Financial advisory and consultancy services, namely, providing automated investment management and portfolio allocation across multiple asset classes using index, active, and thematic investment strategies.
  • Class 042 — Scientific and technological services: Providing temporary use of online non-downloadable software using artificial intelligence (AI) for controlling automated investment management and portfolio allocation across multiple asset classes, including index, active, and thematic investment strategies.; Providing temporary use of on-line non-downloadable software for automated investment management and portfolio allocation across multiple asset classes, including index, active, and thematic investment strategies.

Owner

Prosecution history

  • 27 Feb 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 27 Feb 2026 — NON-FINAL ACTION E-MAILED
  • 27 Feb 2026 — NON-FINAL ACTION WRITTEN
  • 03 Feb 2026 — ASSIGNED TO EXAMINER
  • 02 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 10 Sept 2025 — APPLICATION FILING RECEIPT MAILED
  • 10 Sept 2025 — NEW APPLICATION ENTERED

View this trademark record on Marksy