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WARMER
Live/Pending
NOTICE OF ALLOWANCE - ISSUED

issued

on 29 Oct 2024

Last Applicant/ Owned by

128 Kitchawan Road

Pound Ridge

NY

10576

Serial Number

98324152 filed on 20th Dec 2023

Registration Number

N/A

Correspondent Address

Aaron D. Hendelman

Aaron D. Hendelman WILSON SONSINI GOODRICH & ROSATI

Palo Alto, CA 94304

United States

Filing Basis

1. intent to use

2. intent to use current

Disclaimer

NO DATA

WARMER

Providing an online nondownloadable computer software platform using artificial intelligence for use by financial advisors to assist with client relationship management and development, data aggregation, and business intelligence by pulling client data from point solutions related to portfolio management, performance reporting, and financial planning; artificial intelligence as a service (AIAAS) s Read More

Classification Information


Class [042]
Computer & Software Services & Scientific Services


Providing an online nondownloadable computer software platform using artificial intelligence for use by financial advisors to assist with client relationship management and development, data aggregation, and business intelligence by pulling client data from point solutions related to portfolio management, performance reporting, and financial planning; artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence for use by financial advisors to assist with client relationship management and development, data aggregation, and business intelligence by pulling client data from point solutions related to portfolio management, performance reporting, and financial planning; providing an online nondownloadable computer software platform using artificial intelligence that automates workflows and processes involved in the financial advisor-client relationship; artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence that automates workflows and processes involved in the financial advisor-client relationship; electronic conversion of data to generate pre-populated communications and forms between financial advisors and clients; providing an online nondownloadable computer software platform using artificial intelligence for use by financial advisors to generate pre-populated communications and forms to clients; artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence for use by financial advisors to generate pre-populated communications and forms to clients


First Use Date in General

N/A

First Use Date in Commerce

N/A

Class [036]
Insurance & Financial Services


Financial advice and consultancy services; information, advisory, consultancy and financial research services relating to finance and investments; providing information over computer networks and global communication networks in the fields of finance, financial planning, and financial investments; providing financial planning tools for financial advisors in the nature of an interactive platform being an internet website portal containing financial information to assist in managing and developing client relationships


First Use Date in General

N/A

First Use Date in Commerce

N/A

Class [009]
Computer & Software Products & Electrical & Scientific Products


Downloadable computer software using artificial intelligence for use by financial advisors to assist with client relationship management and development, data aggregation, and business intelligence by pulling client data from point solutions related to portfolio management, performance reporting, and financial planning; downloadable computer software using artificial intelligence that automates workflows and processes involved in the financial advisor-client relationship; downloadable computer software using artificial intelligence for use by financial advisors to generate pre-populated communications and forms to clients


First Use Date in General

N/A

First Use Date in Commerce

N/A

Mark Details


Serial Number

No 98324152

Mark Type

No Service Mark

Attorney Docket Number

No 67511-TM1001

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Show more

Status DateAction Taken
29th Oct 2024NOA E-MAILED - SOU REQUIRED FROM APPLICANT
03rd Sep 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
03rd Sep 2024PUBLISHED FOR OPPOSITION
14th Aug 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
31st Jul 2024EXAMINERS AMENDMENT -WRITTEN
31st Jul 2024EXAMINERS AMENDMENT E-MAILED
31st Jul 2024APPROVED FOR PUB - PRINCIPAL REGISTER
31st Jul 2024EXAMINER'S AMENDMENT ENTERED
31st Jul 2024NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
22nd Jul 2024ASSIGNED TO EXAMINER