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Live / Applied — New application — not yet assigned to an examiner (as of 14 May 2026)

What this means for you

Not registered yet, but its 14 May 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
99824228
Mark type
Word mark
Filed
14 May 2026
Attorney of record
Julian Gonzalez

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable computer software using artificial intelligence (AI) for meeting preparation, form-filling, document extraction, note-taking, emails, task automation, client management, team collaboration, workflow management, and data gathering and organization in the field of finance; Downloadable computer software using artificial intelligence (AI) for meeting preparation, form-filling, document extraction, note-taking, emails, task automation, client management, team collaboration, workflow management, and data gathering and organization for financial advisors
  • Class 042 — Scientific and technological services: Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence (AI) for meeting preparation, form-filling, document extraction, note-taking, emails, task automation, client management, team collaboration, workflow management, and data gathering and organization in the field of finance; Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence (AI) for meeting preparation, form-filling, document extraction, note-taking, emails, task automation, client management, team collaboration, workflow management, and data gathering and organization for financial advisors; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for meeting preparation, form-filling, document extraction, note-taking, emails, task automation, client management, team collaboration, workflow management, and data gathering and organization in the field of finance; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for meeting preparation, form-filling, document extraction, note-taking, emails, task automation, client management, team collaboration, workflow management, and data gathering and organization for financial advisors; Platform as a service (PAAS) featuring computer software platforms for meeting preparation, form-filling, document extraction, note-taking, emails, task automation, client management, team collaboration, workflow management, and data gathering and organization in the field of finance; Platform as a service (PAAS) featuring computer software platforms for meeting preparation, form-filling, document extraction, note-taking, emails, task automation, client management, team collaboration, workflow management, and data gathering and organization for financial advisors; Providing a website featuring non-downloadable software using artificial intelligence (AI) for meeting preparation, form-filling, document extraction, note-taking, emails, task automation, client management, team collaboration, workflow management, and data gathering and organization in the field of finance; Providing a website featuring non-downloadable software using artificial intelligence (AI) for meeting preparation, form-filling, document extraction, note-taking, emails, task automation, client management, team collaboration, workflow management, and data gathering and organization for financial advisors

Owner

Prosecution history

  • 15 Sept 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 14 May 2026 — APPLICATION FILING RECEIPT MAILED
  • 14 May 2026 — NEW APPLICATION ENTERED

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