INVESTGRADE IQ
Live / Allowed — Approved for publication (as of 01 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 Oct 2025 filing date already counts against anyone who files later.
Record
- Serial number
- 99454540
- Mark type
- Stylized text
- Filed
- 21 Oct 2025
- Attorney of record
- Kirby Cronin
Goods and services
- Class 042 — Scientific and technological services: Providing temporary use of non-downloadable cloud-based software for use by investment advisers to collect, store, manage, update, verify, and report on investment data; Providing an on-line network environment featuring technology that enables users to share data in the field of retirement plan management; Providing temporary use of on-line non-downloadable software for retirement planning; Providing an online non-downloadable Internet-based system application featuring technology enabling users to manage retirement plan accounts; Providing an on-line network environment that features technology that enables users to share data; Providing a secure electronic online system featuring technology which allows users to collect, store, manage, update, verify, and report on investment data; Providing temporary use of non-downloadable cloud-based software for use in researching and reporting on investments, automating data aggregation from multiple sources, and facilitating communications between investment plan managers, recordkeepers, and advisors
Owner
- LeafHouse Financial Group, LLC, Austin, TX, US
Prosecution history
- 01 Apr 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 08 Mar 2026 — ASSIGNED TO EXAMINER
- 11 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 21 Oct 2025 — APPLICATION FILING RECEIPT MAILED
- 21 Oct 2025 — NEW APPLICATION ENTERED