final action
on 05 Dec 2024
Last Applicant/ Owned by
STE 900
Miami
FL
33131
Serial Number
98392892 filed on 06th Feb 2024
Registration Number
N/A
Correspondent Address
Lauren Cammarata Snow
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Platform as a service (PAAS) featuring computer software platforms for {recognizing and extracting data for use in financial reporting, financial analysis, investment monitoring, account trading, account invoicing, account management, account rebalancing, compliance workflow, CRM, direct API data integrations, data ingestion, data visualization, and data monitoring} in the field of financial servi Read More
Platform as a service (PAAS) featuring computer software platforms for {recognizing and extracting data for use in financial reporting, financial analysis, investment monitoring, account trading, account invoicing, account management, account rebalancing, compliance workflow, CRM, direct API data integrations, data ingestion, data visualization, and data monitoring} in the field of financial services; Platform as a service (PAAS) featuring computer software platforms for {use in wealth planning and portfolio management} in the field of financial services; Software design and development; Application service provider (ASP) featuring software for use in financial analysis; Application service provider (ASP) featuring software using artificial intelligence (AI) for {extracting data for use in financial reporting, financial analysis, investment monitoring, account trading, account invoicing, account management, account rebalancing, compliance workflow, CRM, direct API data integrations, data ingestion, data visualization, and data monitoring} in the field of finance; Application service provider (ASP) featuring software using artificial intelligence (AI) for {analyzing financial reports} in the field of finance; Computer programming services, namely, designing and implementing financial analysis software; Design, development and implementation of software; Providing a web site featuring temporary use of nondownloadable software for {use in the development of generative artificial intelligence (AI) and integration in and with other applications related to financial reporting, financial analysis, investment monitoring, account trading, account invoicing, account management, account rebalancing, compliance workflow, CRM, direct API data integrations, data ingestion, data extraction, data visualization, and data monitoring} in the field of financial services; Providing a website featuring non-downloadable software using artificial intelligence for performing financial analysis; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for {software development in financial reporting, financial analysis, investment monitoring, account trading, account invoicing, account management, account rebalancing, compliance workflow, CRM, direct API data integrations, data ingestion, data extraction, data visualization, and data monitoring} in the field of finance; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for {analyzing financial reports for use in wealth planning and portfolio management} in the field of finance; Software development in the field of financial analysis software
29th Sep 2023
31st Oct 2023
No 98392892
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
05th Dec 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
05th Dec 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
05th Dec 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
06th Sep 2024 | NON-FINAL ACTION WRITTEN |
06th Sep 2024 | NON-FINAL ACTION E-MAILED |
06th Sep 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
06th Sep 2024 | REMOVED FROM TEAS PLUS |
29th Aug 2024 | ASSIGNED TO EXAMINER |
03rd Jun 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
06th Feb 2024 | NEW APPLICATION ENTERED |