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Live / Applied — Non-final action mailed (as of 10 Mar 2026)

What this means for you

Not registered yet, but its 22 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
99405120
Mark type
Word mark
Filed
22 Sept 2025
Attorney of record
Benjamin Adam Keller

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable software using machine learning for managing financial investments, including automated and user-directed investments in stocks, cryptocurrencies, and other financial instruments.
  • Class 036 — Insurance and financial services: Financial planning, namely, Providing a platform for automated and user-directed investments in stocks, cryptocurrencies, exchange-traded funds, and other financial instruments; financial technology services for facilitating, tracking, and analyzing investment performance.

Owner

Prosecution history

  • 10 Mar 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 10 Mar 2026 — NON-FINAL ACTION E-MAILED
  • 10 Mar 2026 — NON-FINAL ACTION WRITTEN
  • 12 Feb 2026 — ASSIGNED TO EXAMINER
  • 09 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 22 Sept 2025 — TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED
  • 22 Sept 2025 — TEAS VOLUNTARY AMENDMENT RECEIVED
  • 22 Sept 2025 — APPLICATION FILING RECEIPT MAILED
  • 22 Sept 2025 — NEW APPLICATION ENTERED

View this trademark record on Marksy