ETONALPHA

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 28 Oct 2025 filing date already counts against anyone who files later.

Record

Serial number

99466228

Mark type

Stylized text

Filed

28 Oct 2025

Published for opposition

07 Apr 2026

Attorney of record

JON PATRICK DEPPE

Goods and services

• Class 009 — Scientific and electric apparatus: Downloadable mobile applications for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultrahigh net worth individuals and their related entities; Downloadable mobile applications for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; Downloadable computer software for the management of financial affairs of ultrahigh net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultrahigh net worth individuals and their related entities; Downloadable computer software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; Downloadable database management software for document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database
• Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; Software as a service (SAAS) services featuring software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; Providing a website featuring non-downloadable software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; Providing a website featuring non-downloadable software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database

Owner

• Eton Solutions, L.P., Morrisville, NC, US

Prosecution history

• 01 Apr 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
• 12 Mar 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
• 12 Mar 2026 — ASSIGNED TO EXAMINER
• 12 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 28 Oct 2025 — APPLICATION FILING RECEIPT MAILED
• 28 Oct 2025 — NEW APPLICATION ENTERED