ADVICE.AI
Live / Applied — Revived — awaiting further action (as of 10 Sept 2026)
What this means for you
Not registered yet, but its 04 Nov 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
- 99478405
- Mark type
- Stylized text
- Filed
- 04 Nov 2025
- Attorney of record
- Tyler Beas
Goods and services
- Class 009 — Scientific and electric apparatus: Downloadable computer software using artificial intelligence (AI) for generating business analysis reports; Downloadable computer software for financial professionals to aggregate, reconcile, and visualize estate, tax, insurance, and cash-flow data, model strategies, generate reports, and collaborate
- Class 035 — Advertising and business services: Analyzing and compiling business data for financial firms, namely compiling, normalizing, and reconciling client, estate, tax, and insurance information into unified records; Business organization and operation consultancy; Outsource service provider in the field of business analytics; Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information
- Class 036 — Insurance and financial services: Providing financial information and analysis; Providing financial information in the field of estate, wealth, tax, and cash-flow modeling; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes
- Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software using artificial intelligence (AI) for generating business analysis reports; Software as a service (SAAS) services featuring software for financial professionals to aggregate, reconcile, and visualize estate, tax, insurance, and cash-flow data, model strategies, generate reports, and collaborate
Owner
- Integrated Wealth Platform, Inc., Rockville, MD, US
Prosecution history
- 09 Sept 2026 — NOTICE OF REVIVAL - E-MAILED
- 09 Sept 2026 — PETITION TO REVIVE-GRANTED
- 09 Sept 2026 — TEAS PETITION TO REVIVE RECEIVED
- 09 Jul 2026 — ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
- 09 Jul 2026 — ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
- 25 Mar 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 25 Mar 2026 — NON-FINAL ACTION E-MAILED
- 25 Mar 2026 — NON-FINAL ACTION WRITTEN
- 17 Mar 2026 — ASSIGNED TO EXAMINER
- 12 Mar 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 04 Nov 2025 — APPLICATION FILING RECEIPT MAILED
- 04 Nov 2025 — NEW APPLICATION ENTERED