RIAX AI

Live / Applied — Non-final action mailed (as of 01 Apr 2026)

What this means for you

Not registered yet, but its 24 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
99514069
Mark type
Stylized text
Filed
24 Nov 2025
Attorney of record
GABRIELLA ROSE

Goods and services

  • Class 036 — Insurance and financial services: Providing financial information and analysis; Financial data analysis in the field of financial data processing services; Financial information processing; Financial analysis; Financial data analysis; Financial analysis and research services; Financial analysis and consultation; Financial consulting services, namely, expert analysis in finance; Financial advisory and consultancy services; Financial data analysis in the field of financial analysis and consulting services for registered investment advisors; Financial data analysis in the field of financial performance analysis and benchmarking services for wealth management practices; Information, advisory, consultancy and financial research services relating to finance and investments; Financial data analysis in the field of investment advisory firms; Financial advisory and consultancy services, namely, financial compliance monitoring services; Financial advisory and consultancy services, namely, tracking and reporting financial regulatory compliance for registered investment advisors; Financial consultation in the field of artificial intelligence (AI) and financial services compliance and operations; Automated billing reconciliation and fee calculation services for financial advisors; Revenue optimization services for investment advisory firms, namely, identifying and recovering missed billing and fee discrepancies

Owner

Prosecution history

  • 01 Apr 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 01 Apr 2026 — NON-FINAL ACTION E-MAILED
  • 01 Apr 2026 — NON-FINAL ACTION WRITTEN
  • 30 Mar 2026 — ASSIGNED TO EXAMINER
  • 12 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 24 Nov 2025 — APPLICATION FILING RECEIPT MAILED
  • 24 Nov 2025 — NEW APPLICATION ENTERED

View this trademark record on Marksy