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MILI

99616632 | Trademark citeCite Docket

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Filed Jan. 27, 2026
Serial No. 99616632
Examining Attorney MARK V SPARACINO
Class 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.; 100; 101
MILI
Case Type Service mark
Status Application has been published for opposition. The opposition period begins on the date of publication.
Last Updated: 2 days, 20 hours ago
Filing Date # Docket Text
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