MILI

Live / Applied — New application — not yet assigned to an examiner (as of 27 Jan 2026)

What this means for you

Not registered yet, but its 27 Jan 2026 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
99616632
Mark type
Stylized text
Filed
27 Jan 2026
Attorney of record
Abhilipsa Panda

Goods and services

  • Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software for wealth management professionals incorporating artificial intelligence agents, namely, automated meeting note-taking and transcription; integration with CRM and financial planning software; client scheduling and calendar management; automated data updates across multiple platforms; workflow automation for client onboarding; prospect background research; compliance documentation and tracking; and digital marketing campaign management.

Owner

Prosecution history

  • 27 Jan 2026 — APPLICATION FILING RECEIPT MAILED
  • 27 Jan 2026 — NEW APPLICATION ENTERED

View this trademark record on Marksy